Build your dream sales platform ✨
Not just another CRM!

Automate workflows, improve customer relationships, and increase efficiency with Formaloo's easy-to-use, customizable CRM platform.

Trusted by leading teams

Businesses across 30+ countries rely on Formaloo to streamline their workflows and achieve success.
“I love the Formaloo CRM! Leaving many similar products way out of their league, have not seen this good user-experience with any other tool out there.’’

Best ROI for customers

Formaloo consistently ranks among the highest-rated survey and form builders on G2, based on hundreds of verified customer reviews.

Conquer customer relationships with Formaloo CRM

Formaloo CRM is the next generation of customer relationship management software, designed to be efficient, customizable, and collaborative.

Increase conversion rates and close more deals

Streamline your sales pipeline with intuitive lead management features. Track sales activities, personalize communication, and close deals faster.

Amplify team collaboration and communication

Eliminate data silos and ensure everyone has secure access to the latest customer information. Nurture seamless collaboration through shared tasks, notes, and communication tools.

Deliver exceptional customer service

Respond to inquiries quicker with a centralized and organized customer support system. Analyze customer data to identify trends and proactively address potential issues.

Gain valuable insights and drive growth with the help of AI

Generate insightful reports and dashboards to understand customer behavior and preferences. Make data-driven decisions to optimize your marketing and sales efforts.

Customize your CRM to fit your specific needs

Build custom fields, workflows, and automations to perfectly match your business processes. Design a user interface that reflects your brand and aligns with your team's needs.

Access management

Keep your customer data safe and secure while ensuring efficient workflows with secure access management to leads, deals, and reports.

Automated workflows

Automate repetitive tasks and workflows to save time and ensure consistency. Set up triggers to assign tasks, send reminders, or escalate cases.

Drag-and-drop interface

Create beautiful and functional lead generation forms to capture leads and customer feedback.

Visual data reports

Understand your data with charts, graphs, and tables. Brand your reports, filter data by segments, and easily export it on your device.

Custom dashboards

Manage tasks, leads & deals with drag-and-drop ease. Build your perfect view with custom fields, colors, tags and filters.

Secure cloud storage

Control who sees what with granular permission settings. Or use Formaloo On-premise to store your whole CRM solution on your own servers.

Integrate with your favorite tools or apps

Connect your data and build a powerful ecosystem for your business using powerful integrations.
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Google Sheets

Designed to be loved by every team

Start with a template,
Build your CRM in minutes!

Formaloo offers a library of pre-built, ready-to-customize CRM templates to get you started quickly.
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Questions & answers

Read the answers to the most frequently asked questions about CRM

What is a CRM?

CRM stands for Customer Relationship Management. It's a software system that helps you organize, automate, and analyze all your interactions with customers and potential customers.
Unlike traditional, one-size-fits-all CRM solutions, custom CRMs allow you to tailor features, fields, and functionalities to perfectly match how your business operates.

What are the benefits of using a custom CRM?

Custom CRMs offer numerous advantages, including:
‍- Increased efficiency: Automate tasks, streamline workflows, and eliminate the need for manual data entry.
- Improved data accuracy: Capture and organize data exactly how you need, reducing errors and inconsistencies.
- Enhanced collaboration: Share information and collaborate seamlessly with your team.
- Better customer insights: Gain deeper understanding of your customers and personalize their experience.
- Increased ROI: Invest in a solution that directly supports your specific business goals.

Who needs a custom CRM?

Any business, regardless of size or industry, can benefit from a custom CRM. However, it's particularly ideal for companies with:
- Unique sales processes or workflows
- Specific data needs not addressed by off-the-shelf solutions
- Complex customer interactions
- A desire for a high degree of customization and control

How can custom CRM help my business?

Forget off-the-shelf solutions that don't quite fit. Formaloo empowers you to build a custom CRM that perfectly aligns with your unique business needs.

Boost sales with a visualized pipeline, automated tasks, and data-driven insights. Strengthen relationships with centralized customer data, personalized communication, and improved service. Automate repetitive tasks, streamline workflows, and access everything in one place, saving you valuable time.

As your business grows, your custom CRM scales seamlessly, integrates effortlessly, and adapts to your changing needs. Close more deals, build stronger bonds, and watch your business soar with a CRM built just for you.

Is a custom CRM expensive?

The cost of a custom CRM can vary depending on the complexity of your needs and the development approach.
However, with Formaloo CRM, you can build a powerful and affordable custom CRM without the need for expensive coding or development resources. With Formaloo, you can get started for free and pay for the features you need in the system.

How long does it take to build a custom CRM?

Traditional custom CRMs can take months to develop. Formaloo CRM's user-friendly interface and pre-built templates allow you to build a basic CRM in minutes and customize it further as your needs evolve.

Can I import my data in Formaloo CRM?

Yes, you can definitely import your data into Formaloo CRM!

We support both .xlsx and .xls files, allowing you to directly upload your spreadsheet. Just make sure the column headers match your Formaloo CRM fields, and you're good to go! We even offer a sample Excel file to help you format your data seamlessly.

Have your data stored in a Google Sheet? No problem! Connect it directly to your Formaloo CRM and map the corresponding fields. Watch your data effortlessly flow into your system, without any manual hassle.

For more resources on how to import your data in Formaloo watch this video and check our helpdesk.

Can I move/export my data?

Yes we offer various methods of exporting and integrating your data anywhere you want. You can also delete or deactivate your own data and forms anytime you want.

Can I integrate my existing tools with a custom CRM?

Absolutely! Formaloo CRM offers seamless integration with many popular business tools, allowing you to connect your data and build a powerful ecosystem for your business.

Can I have all of my data in my own server and database?

Yes. With Formaloo Enterprise (Self-Hosted) you can have a full version of Formaloo on your own servers. Please contact us for more information on this part.

Is Formaloo GDPR compliance?

Short answer is YES. Please read our special GDPR FAQ right here.

Is a custom CRM secure?

Formaloo takes data security seriously. We employ industry-standard security measures to ensure your data is safe and protected. We have developed a comprehensive set of practices, technologies, and policies to ensure your data is secure.

Is it difficult to maintain a custom CRM?

Formaloo CRM is designed for ease of use and requires minimal maintenance. Our intuitive interface allows you to easily update and modify your CRM as your needs change.

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Sounds fantastic, right?

Ready to take control of your customer relationships?