--- title: Formata Reviews meta_title: 'Formata Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Formata works for a business like yours. date_modified: '2026-09-24' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Formata Reviews **Vendor:** iMobile **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About Formata Formata is a metadata-driven CRM/ERP platform: forms, fields, business logic and processes live as data in the database, so you build and change business applications in a visual designer instead of writing and redeploying code. The form designer lets you drag controls onto a canvas, bind them to data, set lookups, validation and per-field access rules; processes are modelled in a built-in BPM engine. Changes are versioned and go live in minutes. Out of the box it ships CRM (clients, deals, pipeline, tasks, analytics), warehouse, online store, budgets and a beauty-salon edition, all of which you can reshape to your processes. Under the hood: a high-performance core written in C++ on PostgreSQL, with flexible extensions in Python for your own logic and integrations. The native core needs far less CPU and memory than typical Java, .NET or PHP business platforms, so the same server serves more users and hardware and hosting costs drop dramatically. Bulk loads run at around 50,000 rows per second. Run it in the cloud or on your own server; your data stays with you. The interface is available in 14 languages, with a REST/OpenAPI integration API. Pricing: annual licence, 5 seats $120/year, 10 seats $220, 25 seats $400, 100 seats $9,600, 1,000 seats $28,800, 5,000 seats $83,900; larger deployments negotiated. Same price for cloud or on-premise. Free demo available. - [View Formata pricing details and edition comparison](https://www.g2.com/products/imobile-formata/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-24+19%3A18%3A40+-0500&secure%5Bsession_id%5D=efdeb9e1-62cb-4683-8bb2-5672b9090b83&secure%5Btoken%5D=2ccdf865a0fe113dc3748a8bea7283698a1d543edcf406cf25fa0e20069d0fa2&format=llm_user) ## Formata Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Formata Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,127 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,262 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,701 reviews)