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DataForma

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6 reviews
  • 1 profiles
  • 4 categories
Average star rating
3.9
Serving customers since

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DataForma Reviews

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Profile Name
Star Rating
3
2
1
0
0
Ethan O.
EO
Ethan O.
Assistant Operations Manager at Northern California Roofing Co.
08/14/2018
Validated Reviewer
Verified Current User
Review source: Organic

Steep learning curve, and it's so worth it

Quick & consistent, accessible across all platforms (for the most part)
Erin S.
ES
Erin S.
Proven Marketing Director | Helping Companies Translate Their Business Goals to Reality
12/13/2017
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Organization in a Flash!

Tracking leads are easy as 1...2...3! It allows the entire office to track leads from the initial call to the sale.
Molly G.
MG
Molly G.
Office Manager
12/12/2017
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Awesome product that we need to use better

What's not to like? Easily tracks leads, sold projects, stores documents for each project and creates reports. It has so many more capabilities than what we are using it for, and I can't wait to get into using it more!!

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HQ Location:
York, US

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@DATAFORMA

What is DataForma?

DataForma is a comprehensive software solutions provider, specializing in cloud-based management tools for roofing contractors and service providers in the construction industry. Offering a range of services including project management, customer relationship management (CRM), scheduling, and service tracking, DataForma helps streamline and enhance the efficiency of business operations. The platform is designed to simplify workflows, improve communication, and increase productivity for users.

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