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Formitize
The company says it is based in Sydney, Australia, and identifies its head office as being in Gregory Hills.
What it is
Formitize is a mobile business platform for paperless workflows, combining forms with CRM, job management, scheduling, document management, sales pipeline, quoting, and invoicing. Its Smart Forms have a drag-and-drop builder, templates, automated actions, API access, and integrations; forms can also work offline. Operations tools cover one-off and recurring jobs, routing, tracking, reminders, and real-time job status updates. Smart Assist can automate appointment reminders, status updates, invoice creation, lead and quote follow-up, and invoice chasing. Listed integrations include Zapier, Mailchimp, Stripe, QuickBooks, Xero, and Power BI. Zapier can connect the platform to services such as Google Sheets, Google Calendar, Google Drive, Slack, and Microsoft Excel. The platform is available on the web, through Apple and Android apps, and via API. The listed plan costs $29.99 a month per user, and signup offers a free 14-day trial. Formitize says it will build a customer’s first form at no charge during the trial. Webforms is a separate paid add-on: $19.99 per month for business clients and from $250 per month for enterprise clients; Australian prices exclude GST.
For and against
For
- Smart Forms can work offline
- Supports recurring jobs, routing, and status updates
- Automates reminders, invoice creation, and follow-up
- Offers a free 14-day trial
- Available through web and Apple and Android apps
Against
- Plan costs $29.99 a month per user
- Webforms is a separate paid add-on
- Australian prices exclude GST
The verdict
Formitize brings forms, job operations, and business workflows into one platform, with offline forms and automation among its capabilities. The listed plan is per user, and Webforms carries a separate add-on charge.
Who it suits
Formitize suits businesses that want to manage forms and job workflows alongside customer and sales tasks. The maker says it serves users from sole traders to government agencies and large corporations.
Plans and prices
Formitize
Primary modules included · Australian prices exclude GST
Read 2 Oct 2026 · formitize.com
On the record
- Add-on pricing
- Webforms is a paid add-on priced at $19.99 per month for business clients, while enterprise clients start from $250 per month; Australian prices exclude GST.formitize.com · read 2 Oct 2026
- Audience
- Formitize says it serves clients from sole traders to government agencies and large corporations, and its help guide says it works across more than 250 industries.formitize.com · read 2 Oct 2026
- Automation
- Smart Assist features include appointment reminders, automatic job status updates, invoice creation, lead and quote follow-up, and invoice chasing.formitize.com · read 2 Oct 2026
- Certification
- A certificate on Formitize’s site states that Mobile Interactive Technologies Pty Ltd trading as Formitize is certified to ISO/IEC 27001:2022, with a scope covering its cloud-based business management solutions and Google Cloud Platform infrastructure.formitize.com · read 2 Oct 2026
- Forms
- Smart Forms include a drag-and-drop builder, templates, automated actions, API and integrations, and can work without an internet connection.formitize.com · read 2 Oct 2026
- Integrations
- The features page lists integrations with Zapier, Mailchimp, Stripe, QuickBooks, Xero and Power BI; Zapier can connect to services including Google Sheets, Google Calendar, Google Drive, Slack and Microsoft Excel.formitize.com · read 2 Oct 2026
- Mobile support
- The Formitize app is available through the Apple App Store and Google Play Store for Apple and Android devices.support.formitize.com · read 2 Oct 2026
- Operations
- The platform includes cloud scheduling, one-off and recurring jobs, job routing and tracking, automated reminders, and real-time job status updates.formitize.com · read 2 Oct 2026
- Purpose
- Formitize is a mobile business platform for paperless workflows, combining flexible forms with CRM, job management, scheduling, document management, sales pipeline, quoting and invoicing.service.formitize.com · read 2 Oct 2026
- Security
- The maker lists Security Plus as an additional option with two-factor authentication, password controls, login tracking, URL and browser monitoring, and Microsoft SSO.formitize.com · read 2 Oct 2026
- Support
- Formitize offers email and regional phone support and says customers can book a five-minute chat or use the on-screen smart assistant.formitize.com · read 2 Oct 2026
- Trial
- The signup page advertises a free 14-day Formitize trial.trial.formitize.com · read 2 Oct 2026
- Trial assistance
- The maker says it will build a customer’s first form for free as part of the free trial.formitize.com · read 2 Oct 2026
