Forms Automation Software
- Filter Results
Flowfinity
Software Description: Flowfinity is a no-code platform for creating, automating, and integrating custom business apps quickly. With an intuitive editor, SQL database, dashboards, and automations, it empowers organizations to streamline processes without IT strain. Trusted for over 20 years, Flowfinity offers flexibility and scalability.
Features
Custom App Builder
Automation Tools
Interactive Dashboards
Advanced Data Collection
Pros
- Ease of Use
- Flexibility
- Strong Mobile Capabilities
Cons
- Learning Curve
- Cost
- Limited Pre-built Templates
HighGear
Software Description: HighGear is a no-code workflow automation platform designed for regulated industries. It allows users to build custom workflows, improve visibility, streamline operations, and meet compliance requirements. Trusted by industries like manufacturing and government, HighGear enhances efficiency and productivity at scale.
Features
Visual Workflow Designer
Drag-and-Drop Form Builder:
Enterprise Task Management
Real-Time Reporting and Dashboards
Pros
- User-Friendly Interface
- Real-Time Visibility
- Customizable Workflows
Cons
- Learning Curve
- Integration Challenges
- Pricing Structure
Pruvan
Software Description: Pruvan is a mobile app that connects service businesses to the field and clients with certified photos, videos, and forms. It enhances visibility, quality control, and cost management, making it easier to prove jobs are done right and on time. Perfect for industries like construction and property management.
Features
Tamper-Proof Documentation
Real-Time Field Visibility
Custom Mobile Forms
Cost and Crew Management
Pros
- Efficient Work Order System
- High-Quality, Fast Photo Uploads
- Real-Time Photo Uploads
Cons
- Customer Service Response Time
- Complex Import Process on iPhone
- Inflexible Photo Requirements
Stems
Software Description: Stems is an easy-to-use online safety and compliance management solution that helps businesses manage incidents, hazards, risk assessments, audits, training, and more. Its integrated Comply One app allows users to build custom forms, streamlining safety and compliance operations efficiently.
Features
Incident and Hazard Reporting
Risk Management and Action Tracking
Comply One – Customizable Compliance Forms
Integration Capabilities and Notifications
Pros
- User-Friendly Interface
- Customizability
- Excellent Customer Support
Cons
- Per-User Pricing Model
- Limited Bulk Upload Capabilities
- Occasional Technical Issues
FAT FINGER
Software Description: FAT FINGER is a no-code platform that lets businesses quickly create and deploy custom EHS apps. Automate safety audits, inspections, incident reporting, and more with a drag-and-drop interface. Gain real-time insights with AI-powered reporting and seamless ERP integration. Simplify compliance and safety—start a free trial today.
Features
No-Code Drag-and-Drop App Builder
AI-Powered Safety Guidance
Automated Real-Time Reporting
Seamless System Integrations
Pros
- Ease of Use
- Elimination of Paperwork
- Multi-Platform Accessibility
Cons
- User Interface Limitations
- Performance Issues
- Limited Data Filtering Options
EASE
Software Description: EASE is a mobile platform for manufacturers to streamline plant floor audits. Supporting LPAs, safety checks, Gemba Walks, and more, EASE reduces audit costs and enhances quality. Its mobile app (iOS & Android) enables efficient auditing with offline support, automated scheduling, and real-time insights to drive compliance and safety.
Features
Layered Process Audit (LPA) Support
Automated Scheduling & Reminders
Mobile Auditing with Offline Support
Customizable Dashboards & Reporting
Pros
- User-Friendly Interface
- Comprehensive Audit Support
- Real-Time Reporting
Cons
- Learning Curve
- Customer Support Response Time
- Advanced Feature Complexity
Causeway Ermeo
Software Description: Causeway Ermeo is a mobile workforce management solution that helps digitize forms and field processes. It connects office and site teams via a mobile app, enabling real-time data capture and streamlined maintenance, inspection, and forms automation workflows.
Features
Customizable Digital Forms and Workflow Automation
Real-Time Data Collection and Reporting
Offline Access and Synchronization
Integration with Existing Systems
Pros
- Customizable Digital Forms
- Mobile Accessibility
- Integration Capabilities
Cons
- Limited Customer Support
- Steep Learning Curve
- Lack of Free Trial
FLK it over
Software Description: FLK it over is a secure and easy-to-use e-signature solution for fast document signing via SMS. Create, send, and track documents in minutes with templates, reminders, and an audit trail. Ideal for improving workflow and client engagement across any device.
Features
SMS-Based Signing
Custom Templates
Automated Reminders
Audit Trail & Document Tracking
Pros
- Ease of Use
- Mobile Accessibility via SMS
- Efficient Document Workflow
Cons
- Limited Customization Options
- Basic Reporting Tools
- Lack of Integration with Some Tools
PeerAssist
Software Description: PeerAssist is a construction field productivity platform that digitizes paper-based processes, streamlining field-to-office communication. It improves record accuracy, manages construction documents, tracks time and materials (T&M) for extra work, and enhances material management for better purchasing decisions.
Features
Digital Forms Automation
T&M Tracking
Document Management
Material Management
Pros
- Customization and Ease of Use
- Efficient Implementation and Support
- Streamlined Processes
Cons
- Limited Industry-Specific Database Integration
- Initial Setup Complexity
- Dependency on Vendor for Customization
Formotus
Software Description: Formotus is a no-code mobile forms creator for businesses to design and deploy secure, custom forms. It offers offline data collection, workflow automation, and flexible licensing. HIPAA/GDPR-compliant, it ensures data privacy while allowing unlimited forms and submissions. Compatible with iOS, Windows, and Android.
Features
No-Code Form Builder
Offline Data Collection
Secure & Compliant
Flexible Licensing & Integrations
Pros
- Ease of Use and Deployment
- Customizable Features
- Offline Functionality
Cons
- Outdated Feel
- Cost Concerns
- Complex Data Handling
Repsly
Software Description: Repsly is a retail execution platform that helps CPG field teams improve sales, merchandising, and promotion compliance. It provides tools for scheduling, order management, and data collection while leveraging insights to drive smarter decisions. Trusted by top brands, Repsly powers over 5 million in-store activities monthly worldwide.
Features
Scheduling and Route Planning
Data Collection and Reporting
Order Management
Mobile Access
Pros
- User-Friendly Interface
- Responsive Customer Support
- Comprehensive Feature Set
Cons
- Offline Functionality Issues
- Occasional Software Glitches
- Dependency on Internet Connectivity
Ermeo
Software Description: Ermeo is a web and mobile platform that digitizes operational workflows, enhances team collaboration, and eliminates paper-based processes. It integrates with CMMS, MES, and EDM systems to centralize field data and streamline operations. With Ermeo, businesses improve productivity, ensure compliance, and optimize service efficiency.
Features
Digital Workflows & Forms
System Integration
Offline Mode & Mobile Accessibility
Task Automation & Collaboration
Pros
- Ease of Use
- Customer Service
- Feature Set
Cons
- Pricing Structure
- Learning Curve
- Integration Complexity
Web Manuals
Software Description: Web Manuals is a cloud-based document management system for aviation, offering real-time editing, automated compliance checks with EASA/FAA, and seamless distribution via web and tablet apps. It simplifies manual creation, revision control, and regulatory audits for airlines and operators.
Features
Automated Document Editing and Smart Modules<br />
Integrated Compliance Monitoring<br />
Cross-Platform Accessibility with Reader App<br />
Collaborative Workflow and Version Control<br />
Pros
- User-Friendly Interface
- Robust Compliance Tools
- Efficient Distribution
Cons
- Learning Curve for Advanced Features
- Customization Limitations
- Integration Challenges
Rhumbix
Software Description: Rhumbix is a construction-specific digital timekeeping and field reporting platform. It eliminates paper timecards, streamlines workflows, and integrates real-time data with Accounting/ERP systems. With labor productivity dashboards and a mobile app, Rhumbix empowers teams to manage costs and boost efficiency.
Features
Digital Timekeeping
Real-Time Data Integration
Labor Productivity Dashboards
Streamlined Reporting
Pros
- Ease of Use and Accessibility
- Customization and Integration
- Real-Time Data Tracking
Cons
- Technical Issues
- User Interface Concerns
- Lack of Auto-Save Feature.
EasyBOP
Software Description: EasyBOP is cloud-based project and contract management software for UK construction firms. It offers mobile updates, real-time syncing, and modules for planned/reactive works, helping streamline workflows, improve oversight, and save time and money on large contracts.
Features
Mobile Field Reporting
Planned & Reactive Work Module
Process Implementation & Monitoring
Time & Cost Efficiency
Pros
- Centralized Workflow Management
- Responsive Customer Support
- User-Friendly Interface
Cons
- Limited Quotation and CRM Functionality
- Inflexible Quotation Layouts
- Cumbersome Employee Termination Process
EddyCore
Software Description: EddyCore is a customizable, easy-to-use compliance and credentialing software with a smart interface requiring little training. With fast implementation and dedicated leadership involvement, EddyCore delivers practical, cost-effective solutions tailored to your organization’s unique needs.
Features
Highly Customizable Platform
User-Friendly Interface
Fast Implementation
Comprehensive Document and Task Management
Pros
- Highly Customizable
- User-Friendly Interface
- Fast Implementation and Support
Cons
- Occasional Bugs or Glitches
- Limited Reporting Features
- Pricing Transparency:
Escala
Software Description: Escala is a comprehensive marketing and sales automation platform that enables businesses to create landing pages, manage customer relationships, and automate marketing campaigns. With its user-friendly CRM, customizable templates, and real-time analytics, Escala helps businesses streamline their sales processes and enhance customer engagement.
Features
Customizable Landing Pages
Integrated CRM
Marketing Automation
Analytics Dashboard
Pros
- Exceptional Customer Support
- User-Friendly Interface
- Comprehensive Features
Cons
- Limited Default Filters
- Integration Challenges with Facebook Ads
- Complexity for Beginners
FastField
Software Description: FastField is a powerful mobile forms automation platform that simplifies data collection for audits, inspections, and safety reports. It offers offline functionality, seamless integrations, and real-time reporting. With no coding required, businesses can digitize workflows, improve efficiency, and eliminate paper-based processes.
Features
Drag-and-Drop Form Builder
Offline Data Capture
Integration Capabilities
GPS & Time Stamps
Pros
- User-Friendly Interface
- Offline Functionality
- Customizable Form Fields
Cons
- Limited External Sharing
- Customization Limitations
- Learning Curve
Agreement Express
Software Description: Agreement Express streamlines merchant onboarding and risk underwriting through its customizable Merchant ScanXpress solution. Designed for ISOs, ISVs, and payment facilitators, it allows rapid creation of risk scoring models tailored to specific business needs, reducing onboarding time to minutes.
Features
Customizable Risk Scoring Models
Automated Merchant Onboarding
Seamless Integration with Payment Platforms
Compliance & Document Automation
Pros
- Accelerated Merchant Onboarding
- Customizable Risk Scoring Models
- Integration Capabilities
Cons
- Learning Curve for New Users
- Limited Customization in Certain Areas
- Pricing Transparency
Docusign
Software Description: Docusign helps businesses prepare, sign, and manage agreements digitally from anywhere. Trusted by over a million customers globally, it accelerates workflows, cuts costs, and boosts efficiency with secure, court-admissible eSignatures and 350+ integrations.
Features
eSignature (World's #1 Electronic Signature Solution)
Intelligent Agreement Management (IAM)
Robust Integrations
Real-Time Tracking & Analytics
Pros
- User-Friendly Interface
- Mobile Accessibility
- Robust Integration Capabilities
Cons
- Pricing Structure
- Limited Customization
- Customer Support Challenges
Pristo
Software Description: Pristo helps businesses collect data anywhere using smart forms on any device. Translate surveys into 50+ languages, assign tasks, and track updates through the mobile app. With real-time reporting and no coding needed, Pristo simplifies data collection and field team coordination.
Features
Customizable Form Builder with Advanced Logic
Multilingual Support
Offline Data Collection via Mobile App
Real-Time Visual Reporting
Pros
- User-Friendly Interface
- Flexible Data Export Options
- Cost-Effective Free Plan
Cons
- Limited Template Variety
- Advanced Features May Require Learning
- Customization Constraints
Titan Workspace
Software Description: Titan Workspace simplifies SharePoint with solutions for document management, workflow automation, and Intranet. It streamlines document approvals, compliance, and collaboration while reducing automation costs by 60% using Power Automate instead of Power Apps. A no-code tool eliminates email-based approvals, enhancing Microsoft 365 usability.
Features
Comprehensive Document Management
No-Code Workflow Automation
User-Friendly Interface
Seamless Microsoft 365 Integration
Pros
- Intuitive User Interface
- No-Code Workflow Automation
- Seamless Integration with Microsoft 365
Cons
- Overabundance of Features
- Layout and Design Issues
- Limited Customization Options
Auditus
Software Description: Auditus is a cloud-based inspection app used by 9,000+ clients for audits, compliance, and quality checks. Available on iOS, Android, and web, it supports offline use, offers a scoring system, issue tracking, risk alerts, and real-time reporting to improve business performance and compliance.
Features
Customizable Inspection & Audit Templates
Mobile-First Inspection App
Automated Reporting & Action Tracking
Data Analytics & Dashboard
Pros
- User-Friendly & Flexible Interface
- Offline Functionality
- Comprehensive Reporting & Analytics
Cons
- Occasional Bugs and Performance Issues
- Limited Advanced Customization
- Pricing Transparency
Field2Base
Software Description: Field2Base is a mobile field service software solution built around its intuitive Mobile Forms platform. Designed to automate daily tasks for field service teams, it helps businesses in construction and other industries reduce paperwork, enhance efficiency, and improve overall productivity with reliable mobile forms.
Features
Mobile Forms
Data Capture & Reporting
Offline Capabilities
Integration with Other Systems
Pros
- User-Friendly Interface
- Customizable Forms
- Offline Functionality
Cons
- Limited Reporting Options
- Pricing Concerns
- Learning Curve for Advanced Features
Indy
Software Description: Indy is a powerful all-in-one workflow platform for freelancers. It helps users create proposals, manage contracts, send invoices, and get paid—all in one place. With intuitive tools and a clean interface, Indy simplifies admin work so independent professionals can focus on what they do best.
Features
Contract & Proposal Builder
Smart Invoicing & Payments
Task & Project Management
Form Builder & Client Portals
Pros
- All-in-One Freelance Management
- User-Friendly Interface
- Affordable Pricing
Cons
- Limited Advanced Features
- No Dedicated Mobile App
- Limited Integrations
Table of Contents
Log In