CUSTOM CRM

Create your ideal sales platform✨
More than just a CRM!

Automate lead generation, manage workflows, enhance customer relationships, and boost productivity with Formaloo's user-friendly, customizable CRM platform.

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Sales pipeline
Contact management
Lead management
Customer onboarding

Trusted by +25,000 teams

Businesses across 30+ countries rely on Formaloo to streamline their workflows and achieve success.
“I love the Formaloo CRM! Leaving many similar products way out of their league, have not seen this good user-experience with any other tool out there.’’

Best ROI for customers

Formaloo consistently ranks among the highest-rated survey and form builders on G2, based on hundreds of verified customer reviews.

Conquer customer relationships with Formaloo CRM

Formaloo CRM is the next generation of customer relationship management software, designed to be efficient, customizable, and collaborative.

Increase conversion rates and close more deals

Streamline your sales pipeline with intuitive lead management features. Track sales activities, personalize communication, and close deals faster.

Amplify team collaboration and communication

Eliminate data silos and ensure everyone has secure access to the latest customer information. Nurture seamless collaboration through shared tasks, notes, and communication tools.

Deliver exceptional customer service

Respond to inquiries quicker with a centralized and organized customer support system. Analyze customer data to identify trends and proactively address potential issues.

Gain valuable insights and drive growth with the help of AI

Generate insightful reports and dashboards to understand customer behavior and preferences. Make data-driven decisions to optimize your marketing and sales efforts.

Customize your CRM to fit your specific needs

Build custom fields, workflows, and automations to perfectly match your business processes. Design a user interface that reflects your brand and aligns with your team's needs.

Access management

Keep your customer data safe and secure while ensuring efficient workflows with secure access management to leads, deals, and reports.

Automated workflows

Automate repetitive tasks and workflows to save time and ensure consistency. Set up triggers to assign tasks, send reminders, or escalate cases.

Drag-and-drop interface

Create beautiful and functional lead generation forms to capture leads and customer feedback.

Visual data reports

Understand your data with charts, graphs, and tables. Brand your reports, filter data by segments, and easily export it on your device.

Custom dashboards

Manage tasks, leads & deals with drag-and-drop ease. Build your perfect view with custom fields, colors, tags and filters.

Secure cloud storage

Control who sees what with granular permission settings. Or use Formaloo On-premise to store your whole CRM solution on your own servers.

Integrate with your favorite tools or apps

Connect your data and build a powerful ecosystem for your business using powerful integrations.
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Slack
Twilio
Stripe
ActiveCampaign
Mailchimp
Hubspot
Notion
Google Sheets

Designed to be loved by every team

Marketing

Capture and manage leads and personalize your outreach. Track campaigns and nurture relationships.
See how marketers use Formaloo

Sales

Close deals faster with effective lead management, opportunity tracking, and pipeline forecasting.
See how shoppers use Formaloo

Customer service

Deliver exceptional customer service with efficient case management and communication tools.
See how supporters use Formaloo

Start with a template,
Build your CRM in minutes!

Formaloo offers a library of pre-built, ready-to-customize CRM templates to get you started quickly.
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Sales CRM

Manage and visualize your sales pipeline, track opportunities, and close more deals.
Use template

School management app

Streamline communication with parents, staff, and students with organized students data and reports.
Use template

PR & media CRM

Manage media inquiries, track press coverage, and build relationships with journalists.
Use template

Class management app

Manage your classroom efficiently with our class management app template.
Use template

Custom CRM app

manage your customer relationships more efficiently and effectively.
Use template

Questions & answers

Read the answers to the most frequently asked questions about CRM

What is the best customizable CRM software for small businesses?

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Formaloo is the best customizable CRM for small businesses, offering an intuitive drag-and-drop interface, automated workflows, and AI-powered analytics. It enables businesses to manage contacts, track sales, and streamline operations efficiently without coding.

 How can I automate lead generation using a CRM?

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You can automate lead generation with Formaloo by using AI-powered forms, automated workflows, and integrations with tools like Mailchimp and Google Sheets. Set up triggers to capture leads, assign follow-ups, and nurture prospects with personalized communication.

Which CRM has a drag-and-drop form builder for easy customization?

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Formaloo provides a drag-and-drop form builder that simplifies lead capture and data management. Create interactive forms, surveys, and customer feedback tools that seamlessly integrate into your CRM for automated workflows.

Where can I find a free CRM with AI-powered analytics?

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Formaloo offers a free CRM with AI-driven analytics to help businesses track customer interactions, sales trends, and team performance. Generate insightful reports and optimize your marketing and sales efforts with data-backed decisions.

What is the best CRM for managing sales pipelines efficiently?

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Formaloo is designed for seamless sales pipeline management, allowing teams to track deals, monitor activities, and automate follow-ups. Its customizable dashboards and workflow automation help businesses close deals faster and improve conversion rates.

Which no-code CRM is best for startups and enterprises?

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Formaloo is the ideal no-code CRM for startups and enterprises, offering customizable fields, workflow automation, and integrations with Slack, Stripe, and Notion. Scale your operations without needing technical expertise.

How can a CRM help streamline customer onboarding?

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Formaloo simplifies customer onboarding with automated workflows, structured contact management, and AI-powered insights. Track every stage of the onboarding process to ensure a smooth experience and improve customer retention.

What are the top CRM tools with advanced workflow automation features?

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Formaloo stands out with advanced workflow automation, allowing businesses to automate lead tracking, follow-ups, and customer interactions. Connect with third-party apps like Twilio, ActiveCampaign, and HubSpot to enhance efficiency.

How does a CRM improve customer relationships and engagement?

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A CRM like Formaloo centralizes customer data, tracks interactions, and automates personalized communication. Businesses can nurture leads, address customer concerns proactively, and build stronger relationships through data-driven insights.

What is the most secure cloud-based CRM with access management?

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Formaloo offers secure cloud-based CRM solutions with granular access control. Businesses can manage permissions, ensure data security, and even opt for an on-premise solution for complete control over customer data.

Which free CRM offers the best sales and marketing automation?

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Formaloo provides a free CRM with powerful sales and marketing automation, enabling teams to set up email campaigns, track interactions, and personalize outreach to convert more leads into customers.

How can I integrate a CRM with Slack, Google Sheets, and Mailchimp?

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With Formaloo, integrating Slack, Google Sheets, and Mailchimp is seamless. Sync customer data, automate updates, and streamline team collaboration with real-time notifications and analytics.

Which CRM includes built-in customer feedback and survey tools?

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Formaloo’s CRM features built-in survey and feedback tools, allowing businesses to gather insights, track customer satisfaction, and refine their services based on real-time responses.

What is an affordable CRM with team collaboration features?

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Formaloo offers an affordable CRM with team collaboration tools, including shared dashboards, project tracking, task management, and communication integrations, ensuring everyone stays aligned and productive.

 How do I create a custom CRM without coding?

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With Formaloo’s no-code platform, businesses can build a custom CRM using drag-and-drop tools, pre-designed templates, and integrations. Customize workflows, dashboards, and reports without technical expertise.

What is the best CRM for tracking customer interactions and data?

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Formaloo provides robust tracking features, allowing businesses to log interactions, manage customer history, and analyze engagement patterns to enhance customer experience and retention.

 How do AI-powered insights improve sales performance in a CRM?

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Formaloo leverages AI-powered insights to analyze customer behavior, predict sales trends, and recommend actions. Businesses can optimize lead scoring, automate outreach, and close deals faster.

Can I personalize CRM dashboards and reports to fit my business needs?

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Yes, Formaloo allows full customization of dashboards and reports. Add custom fields, filters, and tags to tailor your CRM’s analytics and visualize key business metrics effectively.

Which CRM is best for managing customer support and inquiries?

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Formaloo excels in customer support management with centralized ticketing, automated responses, and workflow integrations. Businesses can track inquiries, assign support tasks, and improve response times.

How can a CRM help boost team productivity and efficiency?

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A CRM like Formaloo enhances team productivity by automating repetitive tasks, centralizing customer data, and providing real-time collaboration tools. Teams can focus on high-impact activities and drive business growth.

Discover more

Survey Maker
Quiz Maker
Portal Builder
Marketing Suite
Dashboard Builder

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What you want is what you get

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Formaloo Work OS empowers you to create stunning forms, dashboards, customer portals, CRMs, and various business apps—all without any coding, in one centralized platform. Trusted by over 25,000 businesses daily, Formaloo helps you build internal tools and customer engagement solutions like AI-powered quizzes, calculation forms, membership websites, client portals, HR dashboards, and smart surveys.

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