FORM MarketX Description

There are many ways to manage projects. We have flexible task lists and workflows that provide great data about how things are going and where you can improve. Take a look at how task distribution and completion can be fast, painless, efficient, and powerful for teams of any size. With real-time operational reports, you can quickly see the best action to take next. Drag-and-drop task engines make it easy to create and assign dynamic task lists. Mobile task completion guided with context and prioritization. We have worked with some of the most successful brands in Consumer Goods, Beverage, Retail, Restaurant, Facilities Management for more than a decade. We know what they do to win. You don't just get software when you partner with our team. You get the inside scoop on how we help the most successful brands around the globe achieve their goals.

Pricing

Pricing Starts At:
$25 per user per month

Integrations

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Company Details

Company:
FORM.com
Year Founded:
2002
Headquarters:
United States
Website:
www.form.com/products/field-sales-management-app/

Media

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Data-Driven Innovation: The CDP Playbook for Eng Teams

Why your engineering team needs a CDP

In this playbook, you’ll learn…
- How engineering teams use real-time customer data to achieve business goals.
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- Strategies used by engineering teams at Instacart, Staples Canada, Televisa Univision, CrossFit, and ClearScore to improve KPIs and drive efficiencies.

Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

FORM MarketX Features and Options

Retail Management Software

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Field Service Management Software

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Survey Software

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Data Entry Software

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Retail Execution Software

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Field Sales Software

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Tradesman Job Management Software

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking