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Description
Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout.
When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications.
This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.
Description
Formify is a web-based tool designed for creating various types of forms, including those for contact purposes, lead generation, client onboarding, order processing, surveys, recruitment, and support management. Users can either utilize pre-existing templates or leverage artificial intelligence to generate a form, followed by personalizing aspects such as fields, page layouts, visual themes, file uploads, signature requirements, conditional rules, and confirmation screens. Additionally, the platform enables users to analyze form responses, export data in formats like CSV, Excel, or PDF, and seamlessly integrate with popular communication and productivity tools such as email, Slack, Telegram, Google Sheets, Notion, Zapier, Mailchimp, Discord, and webhooks for efficient workflow management. By offering these functionalities, Formify streamlines the process of data collection and enhances team collaboration.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Notion
Gmail
Google Sheets
Microsoft SMTP Service
Slack
Telegram
Integrations
Notion
Gmail
Google Sheets
Microsoft SMTP Service
Slack
Telegram
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$29/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
Formify
Founded
2025
Country
United States
Website
formify.one
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys