Simplify, automate and grow your business. Formitize is a super smart and easy-to-use business management platform loved by thousands of different types of businesses around the world from small startups to government agencies and many of the world's largest corporations looking to get paperless and improve the way their business works.
If you want to get paperless and better manage teams in the field, Formitize will change your life with everything you need to run your business, in one place.
Integrated Modules include CRM Customer Database, Job Scheduling, Job Management, Health & Safety, Document Management, Smart Forms, Sales Pipeline, Workflows, Accounts and so much more. Formitize makes your Xero information available to so many parts of your business operations. Run your business from the office or on the go using our mobile app. Formitize includes a genuine two-way integration with Xero so that both systems are constantly updated providing you with incredible visibility whatever you are working on.
FormBank is a full library of smart-form templates to help you get so many aspects of your business paperless, automated and awesome. With Job Scheduling, Tasks, Workflows and Automated Reminders you'll save so much time working so much smarter with one easy to use solution.
Get paperless and scale your business by unleashing the power of Xero with Formitize in one system and get your time back while growing your business the smart way.
Formitize + Xero
Awesome two way Xero integration linking CRM Clients, Suppliers & Contacts, Invoices, Purchases, Expenses, Quotes, Job Management, Forms, Line Items, Tax Rates and more.
Simply go to CRM Accounts Settings, select Xero from the dropdown and the integration will automatically commence.