[ Formaloo Reviews ](https://www.g2.com/products/formaloo/reviews) [ Formaloo Reviews ](https://www.g2.com/products/formaloo/reviews) # Formaloo Features ##### ## Platform (14) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. Branding Has the ability to customize look and feel of chatbot to match` company branding. Analytics Gives user the ability to analyze conversations with the chatbot and see its performance. A/B testing Allows users to test the efficacy of various responses through A/B testing. Role-based access Allows for varying access to chatbot and admin settings, depending on user, their role, etc. Collection of information Can collect and store information from interlocators, such as email, phone number, etc. Show More ##### ## Sales Force Automation (9) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Show More ##### ## Customer Support (5) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## User Interface Design (4) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (3) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Show More ##### ## Data Sourcing (4) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Content Marketing Can act as a content marketing platform. Multiple Devices Can engage with customers across any device with a consistent message. Show More ##### ## Intelligence (3) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Show More ##### ## Content (5) Document Collaboration Allows users to simultaneously collaborate on a document within the application. Versioning Stores different versions of a document. E-Signature Allows users to provide an e-signature within the platform. File Request Allows businesses to request files from clients. Feedback Allows businesses to solicit feedback on projects or documents from clients. Show More ##### ## Collaboration (6) Billing and Invoicing Provides billing and invoicing within the application. Instant Messaging Provides internal and/or external instant messaging capability. Project Management Offer project management features like task creation and tracking within the application. Analytics Offer analytics concerning productivity or client engagement. Time Tracking Allows businesses to track time spent on projects within the application. Mobile Application Provides a mobile application. Show More ##### ## Responses (1) Customization Customize your chat workflows with rules and automations. Show More ##### ## Survey Management (4) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Question Types Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Show More ##### ## Survey Customization (4) Branching/Skip Logic Helps create more intelligent surveys based on respondent's actions and answers Branding Allows users to customize survey colors, logos, and URLs to match company branding Multimedia Support Ability to embed videos, photos, or other rich media Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (4) Reporting & Analytics Provides tools to visualize and analyze data BI Tools Integration Allows integration with third -party reporting and business intelligence applications Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Show More ##### ## Customization (4) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Show More ##### ## Additional Functionality (5) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Survey (3) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Jotform](https://images.g2crowd.com/uploads/product/hd_favicon/db92fdbe82415a54d6c44d2085e85c83/jotform.svg "Jotform") Jotform 4.7/5(5,375) ](https://www.g2.com/products/jotform/reviews) [ ![Airtable](https://images.g2crowd.com/uploads/product/hd_favicon/1523480634/airtable.svg "Airtable") Airtable 4.6/5(3,284) ](https://www.g2.com/products/airtable/reviews) [ ![Klaviyo](https://images.g2crowd.com/uploads/product/hd_favicon/b6df098261e7029181e27856a1b3934b/klaviyo.svg "Klaviyo") Klaviyo 4.6/5(1,358) ](https://www.g2.com/products/klaviyo/reviews) [ View All Alternatives ](https://www.g2.com/products/formaloo/competitors/alternatives) Formaloo Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4daf806ef7316c988e15a20797c547bd/jotform.png "Product Avatar Image") Jotform 4.7/5(5,375) [ Compare Now ](https://www.g2.com/compare/formaloo-vs-jotform) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d8d487b67574b56a5ad57a2f0f159a30/airtable.jpg "Product Avatar Image") Airtable 4.6/5(3,284) [ Compare Now ](https://www.g2.com/compare/airtable-vs-formaloo) ##### Categories on G2 [ Survey ](https://www.g2.com/categories/survey)[ CRM ](https://www.g2.com/categories/crm)[ Online Form Builder ](https://www.g2.com/categories/online-form-builder) [ Chatbots ](https://www.g2.com/categories/chatbots)[ No-Code Development Platforms ](https://www.g2.com/categories/no-code-development-platforms)[ Customer Data Platform (CDP) ](https://www.g2.com/categories/customer-data-platform-cdp)[ Client Portal ](https://www.g2.com/categories/client-portal) Show More ##### Explore More [ Top tools for creating rolling financial forecasts ](https://www.g2.com/discussions/top-tools-for-creating-rolling-financial-forecasts)[ Travel Management Systems ](https://www.g2.com/discussions/travel-management-systems-what-has-been-your-experience)[ What low code mobile app builder platforms are most reliable based on reviews from long-term enterprise users? ](https://www.g2.com/discussions/what-low-code-mobile-app-builder-platforms-are-most-reliable-based-on-reviews-from-long-term-enterprise-users) [ Best AI writing platforms for scaling blog production ](https://www.g2.com/discussions/what-are-the-best-ai-writing-platforms-for-scaling-blog-production)[ What's the best software for managing team passwords ](https://www.g2.com/discussions/top-enterprise-password-managers-what-s-worked-best-at-scale)[ Pros and Cons Details ](https://www.g2.com/products/formaloo/reviews?qs=pros-and-cons) Show More [ Top tools for creating rolling financial forecasts ](https://www.g2.com/discussions/top-tools-for-creating-rolling-financial-forecasts)[ Travel Management Systems ](https://www.g2.com/discussions/travel-management-systems-what-has-been-your-experience)[ What low code mobile app builder platforms are most reliable based on reviews from long-term enterprise users? ](https://www.g2.com/discussions/what-low-code-mobile-app-builder-platforms-are-most-reliable-based-on-reviews-from-long-term-enterprise-users) [ Best AI writing platforms for scaling blog production ](https://www.g2.com/discussions/what-are-the-best-ai-writing-platforms-for-scaling-blog-production)[ What's the best software for managing team passwords ](https://www.g2.com/discussions/top-enterprise-password-managers-what-s-worked-best-at-scale)[ Pros and Cons Details ](https://www.g2.com/products/formaloo/reviews?qs=pros-and-cons)