CUSTOM CRM
Automate lead generation, manage workflows, enhance customer relationships, and boost productivity with Formaloo's user-friendly, customizable CRM platform.
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.’’
Formaloo consistently ranks among the highest-rated survey and form builders on G2, based on hundreds of verified customer reviews.
Formaloo CRM is the next generation of customer relationship management software, designed to be efficient, customizable, and collaborative.
Generate more leads through beautiful interactive forms. Automatically score and enrich new leads with company context. Easily track sales activities, personalize communication, and close deals faster.
Eliminate data silos and ensure everyone has secure access to the latest customer information. Nurture seamless collaboration through shared tasks, notes, and communication tools.
Respond to inquiries quicker with a centralized and organized customer support system. Analyze customer data to identify trends and proactively address potential issues.
Generate insightful reports and dashboards to understand customer behavior and preferences. Make data-driven decisions to optimize your marketing and sales efforts.
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.
Keep your customer data safe and secure while ensuring efficient workflows with secure access management to leads, deals, and reports.
Automate repetitive tasks and workflows to save time and ensure consistency. Set up triggers to assign tasks, send reminders, or escalate cases.
Create lead capture forms with drag-and-drop. Auto-enrich new submissions with company context from work email or website, so your CRM stays clean and complete.
Understand your data with charts, graphs, and tables. Brand your reports, filter data by segments, and easily export it on your device.
Manage tasks, leads & deals with drag-and-drop ease. Build your perfect view with custom fields, colors, tags and filters.
Control who sees what with granular permission settings. Or use Formaloo On-premise to store your whole CRM solution on your own servers.
Capture and manage leads and personalize your outreach. Track campaigns and nurture relationships.
Close deals faster with effective lead management, opportunity tracking, and pipeline forecasting.
Deliver exceptional customer service with efficient case management and communication tools.
‘‘Features are rich. It's not limited to a simple form builder, with Formaloo we can easily build more complete apps like CRM.’’
Manage and visualize your sales pipeline, track opportunities, and close more deals.
Streamline communication with parents, staff, and students with organized students data and reports.
Manage media inquiries, track press coverage, and build relationships with journalists.
Manage your classroom efficiently with our class management app template.
manage your customer relationships more efficiently and effectively.
Read the answers to the most frequently asked questions about CRM
Formaloo is the best customizable CRM for small businesses, offering an intuitive drag-and-drop interface, automated workflows, and AI-powered analytics. It enables businesses to manage contacts, track sales, and streamline operations efficiently without coding.
You can automate lead generation with Formaloo by using AI-powered forms, automated workflows, and integrations with tools like Mailchimp and Google Sheets. Set up triggers to capture leads, assign follow-ups, and nurture prospects with personalized communication.
Yes. Add Lead enrichment from the App Store, choose a source field (work Email or Website), and map the company fields you want to fill. New lead records will be enriched in the background after submission, helping you keep your CRM data clean and complete.
Formaloo provides a drag-and-drop form builder that simplifies lead capture and data management. Create interactive forms, surveys, and customer feedback tools that seamlessly integrate into your CRM for automated workflows.
Formaloo offers a free CRM with AI-driven analytics to help businesses track customer interactions, sales trends, and team performance. Generate insightful reports and optimize your marketing and sales efforts with data-backed decisions.
Formaloo is designed for seamless sales pipeline management, allowing teams to track deals, monitor activities, and automate follow-ups. Its customizable dashboards and workflow automation help businesses close deals faster and improve conversion rates.
Formaloo is the ideal no-code CRM for startups and enterprises, offering customizable fields, workflow automation, and integrations with Slack, Stripe, and Notion. Scale your operations without needing technical expertise.
Formaloo simplifies customer onboarding with automated workflows, structured contact management, and AI-powered insights. Track every stage of the onboarding process to ensure a smooth experience and improve customer retention.
Formaloo stands out with advanced workflow automation, allowing businesses to automate lead tracking, follow-ups, and customer interactions. Connect with third-party apps like Twilio, ActiveCampaign, and HubSpot to enhance efficiency.
A CRM like Formaloo centralizes customer data, tracks interactions, and automates personalized communication. Businesses can nurture leads, address customer concerns proactively, and build stronger relationships through data-driven insights.
Formaloo offers secure cloud-based CRM solutions with granular access control. Businesses can manage permissions, ensure data security, and even opt for an on-premise solution for complete control over customer data.
Formaloo provides a free CRM with powerful sales and marketing automation, enabling teams to set up email campaigns, track interactions, and personalize outreach to convert more leads into customers.
With Formaloo, integrating Slack, Google Sheets, and Mailchimp is seamless. Sync customer data, automate updates, and streamline team collaboration with real-time notifications and analytics.
Formaloo’s CRM features built-in survey and feedback tools, allowing businesses to gather insights, track customer satisfaction, and refine their services based on real-time responses.
Formaloo offers an affordable CRM with team collaboration tools, including shared dashboards, project tracking, task management, and communication integrations, ensuring everyone stays aligned and productive.
With Formaloo’s no-code platform, businesses can build a custom CRM using drag-and-drop tools, pre-designed templates, and integrations. Customize workflows, dashboards, and reports without technical expertise.
Formaloo provides robust tracking features, allowing businesses to log interactions, manage customer history, and analyze engagement patterns to enhance customer experience and retention.
Formaloo leverages AI-powered insights to analyze customer behavior, predict sales trends, and recommend actions. Businesses can optimize lead scoring, automate outreach, and close deals faster.
Yes, Formaloo allows full customization of dashboards and reports. Add custom fields, filters, and tags to tailor your CRM’s analytics and visualize key business metrics effectively.
Formaloo excels in customer support management with centralized ticketing, automated responses, and workflow integrations. Businesses can track inquiries, assign support tasks, and improve response times.
A CRM like Formaloo enhances team productivity by automating repetitive tasks, centralizing customer data, and providing real-time collaboration tools. Teams can focus on high-impact activities and drive business growth.
