Formaloo Features
What are the features of Formaloo?
Survey Management
- Survey Builder
- Question Types
- Templates
- Survey Distribution
Survey Customization
- Branching/Skip Logic
- Branding
Survey Insights
- Reporting & Analytics
- Data Exporting
Customization
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
Additional Functionality
- Embedded Forms
- Notifications
- Mobile Forms
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Formaloo Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. | Not enough data | |
Branding | Has the ability to customize look and feel of chatbot to match` company branding. | Not enough data | |
Analytics | Gives user the ability to analyze conversations with the chatbot and see its performance. | Not enough data | |
A/B testing | Allows users to test the efficacy of various responses through A/B testing. | Not enough data | |
Role-based access | Allows for varying access to chatbot and admin settings, depending on user, their role, etc. | Not enough data | |
Collection of information | Can collect and store information from interlocators, such as email, phone number, etc. | Not enough data |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | Not enough data | |
Partner Relationship Mgmt. (PRM) | Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | Not enough data | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | Not enough data | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | Not enough data | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | Not enough data | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | Not enough data | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | Not enough data | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | Not enough data |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | Not enough data | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | Not enough data | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | Not enough data | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. | Not enough data |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | Not enough data | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | Not enough data | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | Not enough data | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | Not enough data | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | Not enough data | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
User Interface Design
WYSIWYG Editor | Based on 17 Formaloo reviews. Provides the ability to drag-and-drop elements into the application to customize interface. | 81% (Based on 17 reviews) | |
Customized Branding | Provides tools for inserting brand logos, colors, quotes, and other proprietary content. 19 reviewers of Formaloo have provided feedback on this feature. | 87% (Based on 19 reviews) | |
App Templates | Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 18 Formaloo reviews. | 84% (Based on 18 reviews) | |
Workflow Management | Allows the creation ofpage sequences, forms, and libraries for users navigating the application. This feature was mentioned in 18 Formaloo reviews. | 83% (Based on 18 reviews) |
Data Control
Data Migration | Lets users add data from existing sources when creating the initial application or changing data sources. This feature was mentioned in 10 Formaloo reviews. | 82% (Based on 10 reviews) | |
Data Synchronization | As reported in 13 Formaloo reviews. Continuously updates data as users or external data sources are edited. | 79% (Based on 13 reviews) | |
Data Security | Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. 14 reviewers of Formaloo have provided feedback on this feature. | 88% (Based on 14 reviews) |
Publishing
Application Deployment | Releases the application for access on desktop or mobile devices. This feature was mentioned in 13 Formaloo reviews. | 85% (Based on 13 reviews) | |
Platform Compatibility | Based on 16 Formaloo reviews. Lets users build cross-platform applications or provide specific templates for different device types. | 86% (Based on 16 reviews) | |
Lifecycle Management | Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. 11 reviewers of Formaloo have provided feedback on this feature. | 85% (Based on 11 reviews) |
Data Sourcing
Data Enrichment | Uses external data sources to improve customer profiles. 12 reviewers of Formaloo have provided feedback on this feature. | 86% (Based on 12 reviews) | |
Expandability | As reported in 12 Formaloo reviews. Can be updated to accept new sources and types of data. | 89% (Based on 12 reviews) | |
Content Marketing | Can act as a content marketing platform. This feature was mentioned in 13 Formaloo reviews. | 88% (Based on 13 reviews) | |
Multiple Devices | Can engage with customers across any device with a consistent message. 15 reviewers of Formaloo have provided feedback on this feature. | 89% (Based on 15 reviews) |
Intelligence
Marketing Metrics | As reported in 14 Formaloo reviews. Provides analysis of marketing program ROI and efficiency. | 92% (Based on 14 reviews) | |
Predictive Modeling | Based on 10 Formaloo reviews. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. | 82% (Based on 10 reviews) | |
Recommendation Engine | Based on 10 Formaloo reviews. Uses artificial intelligence to provide suggestions based on desired outcomes. | 80% (Based on 10 reviews) |
Responses
Customization | Customize your chat workflows with rules and automations. | Not enough data |
Survey Management
Survey Builder | As reported in 56 Formaloo reviews. Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor | 94% (Based on 56 reviews) | |
Question Types | Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings This feature was mentioned in 56 Formaloo reviews. | 91% (Based on 56 reviews) | |
Templates | As reported in 55 Formaloo reviews. Offers pre-built templates for creating surveys with different audiences or use cases | 85% (Based on 55 reviews) | |
Survey Distribution | Provides tools for distributing surveys through email, SMS, social media, etc. This feature was mentioned in 50 Formaloo reviews. | 88% (Based on 50 reviews) |
Survey Customization
Branching/Skip Logic | Helps create more intelligent surveys based on respondent's actions and answers This feature was mentioned in 52 Formaloo reviews. | 88% (Based on 52 reviews) | |
Branding | Allows users to customize survey colors, logos, and URLs to match company branding 52 reviewers of Formaloo have provided feedback on this feature. | 88% (Based on 52 reviews) | |
Multimedia Support | Ability to embed videos, photos, or other rich media 44 reviewers of Formaloo have provided feedback on this feature. | 90% (Based on 44 reviews) | |
Multilingual Surveys | Based on 38 Formaloo reviews. Allows for creation of surveys in different languages and advanced survey translation | 80% (Based on 38 reviews) |
Survey Insights
Reporting & Analytics | Provides tools to visualize and analyze data 49 reviewers of Formaloo have provided feedback on this feature. | 86% (Based on 49 reviews) | |
BI Tools Integration | As reported in 31 Formaloo reviews. Allows integration with third -party reporting and business intelligence applications | 83% (Based on 31 reviews) | |
Data Exporting | As reported in 46 Formaloo reviews. Allows users to export reports from the product into an .xsl, .csv, or .pdf file | 88% (Based on 46 reviews) | |
Permissions | As reported in 45 Formaloo reviews. Allows administrators to set permissions on viewing, filtering, or sharing survey results | 91% (Based on 45 reviews) |
Customization
Custom Fields | Based on 55 Formaloo reviews. Allows users to add custom fields to forms that aren't already on the templates | 89% (Based on 55 reviews) | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers 54 reviewers of Formaloo have provided feedback on this feature. | 86% (Based on 54 reviews) | |
Multi-page Forms | Allows users to create forms with more than one page This feature was mentioned in 58 Formaloo reviews. | 93% (Based on 58 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 58 Formaloo reviews. | 85% (Based on 58 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 55 reviewers of Formaloo have provided feedback on this feature. | 90% (Based on 55 reviews) | |
Offline Capability | As reported in 34 Formaloo reviews. Can used without an internet connection | 74% (Based on 34 reviews) | |
Notifications | Sends notifications when a completed form is recieved This feature was mentioned in 48 Formaloo reviews. | 84% (Based on 48 reviews) | |
Payments | As reported in 34 Formaloo reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 80% (Based on 34 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device 54 reviewers of Formaloo have provided feedback on this feature. | 91% (Based on 54 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
