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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Formfy is an innovative platform that integrates AI technology to streamline forms, e-signatures, digital waivers, payment processing, and scheduling into a single, comprehensive tool. Many businesses struggle with customer intake by relying on a patchwork of various applications: a form builder for queries, DocuSign for signatures, Smartwaiver for waivers, Calendly for scheduling, and Stripe for payment processing. This results in five separate tools, each requiring its own subscription, which creates multiple points of failure. In contrast, Formfy simplifies the entire process by consolidating everything into one seamless workflow. The AI Copilot serves as the pivotal feature of this platform. Simply describe your requirements in straightforward language, such as "new client intake for my medical spa with HIPAA consent and a $50 deposit," and Formfy will create the complete workflow in less than a minute. The AI handles everything, from crafting the questions to selecting appropriate field types, drafting necessary legal and consent language, setting up payment options, and providing you with a shareable link or embed code that is ready for distribution. This efficiency not only saves time but also enhances the overall user experience for businesses and their clients alike.

Description

Fractional Workspace is designed exclusively for fractional executives rather than being a modified version of a standard CRM or project management system. It encompasses the complete engagement lifecycle within a single platform: utilizing AI for opportunity analysis that interprets your prospect notes and suggests offers from your pricing library, generating proposals that auto-fill, facilitating online signatures without the need for DocuSign, and providing client workspaces that include action items, meeting summaries, and a decision log. This unique tool integrates pipeline management, proposal creation, and daily client operations seamlessly for independent professionals juggling several clients, ensuring an efficient workflow tailored to their specific needs. Unlike other solutions, it focuses solely on the requirements of fractional executives, enhancing their productivity and organization.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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

Formfy

Founded

2026

Country

United States

Website

formfy.ai

Vendor Details

Company Name

Fractional Workspace

Founded

2026

Country

United States

Website

www.fractionalworkspace.com

Product Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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

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