Sell, contract, and manage your services

Create a smooth, fully digital customer journey from information collection and document validation to contract signing and collaborative follow-up, all without writing a single line of code.

Features

All your questions answered

Who is Formulr for?

Formulr is designed for any organization that needs to collect information, manage files, and handle online contracts. Whether you’re in real estate, education, insurance, or another sector, our solution adapts to your needs to simplify and automate your operations.

What makes Formulr different from other solutions?

Advanced automation: Create intelligent, dynamic workflows using conditional logic.
Centralized management: Track all your files in one place with automated follow-ups and simplified validation.
Seamless integration: Works as a standalone tool or connects to your existing systems for a frictionless workflow.
Customization: Fully brandable interface and workflows tailored to your organization.

How is artificial intelligence used in Formulr?

Built-in AI automatically analyzes and validates documents submitted by your clients, ensuring they are complete and compliant. The result? Fewer errors, faster processing, and smoother administrative workflows.

Can I get help choosing the right subscription?

Yes! Our team is here to guide you in selecting the plan that best suits your needs. Feel free to contact us at help@formulr.io

Is Formulr compatible with my current tools?

Absolutely! Formulr easily integrates with your CRM, ERP, or any third-party platform through our API connections.

Can I track the status of my files in real time?

Yes! With Formulr, you get a real-time overview of your file progress. You can also automate follow-ups for missing documents and stay on top of everything with minimal effort.

What is a campaign?

A campaign is an automated process that collects data and documents via a customized form. It simplifies the management and tracking of client requests.

Can Formulr be used for temporary data collection campaigns?

Yes! You can create one-time or recurring campaigns tailored to specific needs and easily monitor their progress.

Can I customize my forms and customer journeys?

Absolutely! Formulr lets you design fully tailored workflows with dynamic forms and conditional logic based on your specific requirements. Your interface can be fully customized to match your brand identity.

How does Formulr ensure data security?

We implement advanced security protocols, including data encryption, GDPR compliance, and secure hosting. Your information and your clients’ data are always protected.

Why choose Formulr?

Compliance with GDPR measures

Formulr complies with the General Data Protection Regulation (GDPR), the European Union legislation that governs how companies and organizations handle individuals' personal data.

Encrypted data

All the data we collect is encrypted with ultra-secure methods, which means that even in the event of a breach, it cannot be used.

1-month free trial

Enjoy a one-month trial before deciding whether you want to use the tool.

Authenticated data

AI enhances security by ensuring strict control over the documents and information provided. It helps prevent errors, inconsistencies, or potential fraud.

No commitment

Formulr comes with no commitment! You can cancel your subscription anytime.

Customer support

Customer support available Monday to Friday, from 9 AM to 6 PM.

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