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Powerful Business Process
Automation Tools

Connect with customers and grow your business with these
small business forms and business workflow automation tools.

Try It Free

  • LeadChat
  • LocalHands.co
  • OneCause Logo
  • ROAR.PRO

Attract and retain more customers with flexible workflow automation tools.

Exceed compliance standards

Create an excellent customer experience.

Connect with your customers using professionally branded forms that can be easily embedded on your website, sent through email, or shared on social media. Use mobile-friendly forms to ensure your customers can connect with your business from any device at any time. Our easy-to-use form builder requires zero manual coding and includes more than 300 premade form templates.

Improve patient experiences

Eliminate slow and tedious paperwork.

Creating documentation like contracts, receipts, invoices, and reports can be time-consuming. Free your staff from manual data entry and stacks of paper by using Formstack Documents to automatically populate custom PDFs, Word docs, Excel sheets, and PowerPoint presentations with data from your forms in seconds. Your documents can be electronically signed, saved in Stash, and sent to third-party apps like your CRM.

Quickly produce documentation

Ensure customers are heard.

Never leave a customer's inquiry unanswered by setting up automated email confirmations and quickly routing form data to the correct employee or department, like sales or customer support. Use online surveys to provide customers a simple way to share feedback on their experiences and recommend improvements to your products or services. Powerful analytics enable you to glean actionable insights from survey data.

Boost efficiency with workflows

Easily collect secure online payments.

Grow your business by accepting online orders and payments. Use our PCI compliant credit card field to give customers a smooth buying experience and protect the information they share with you. Automate order fulfillment by establishing a digital workflow that flows across departments to ensure new orders are processed, filled, and delivered on time.

Easy-to-use tools to expand your business

Access powerful form tools for Salesforce data collection.

Seamlessly build Salesforce forms and surveys in minutes with our Salesforce app,
the #1 native Salesforce form builder in the AppExchange.

Get to know your customers

Community Forms

Collect data from customers, partners, and employees by deploying forms inside your Salesforce Community Cloud.

Test to see what sells

Web-to-Anything

Connect data to any standard or custom Salesforce object, including leads, accounts, contacts, and cases.

Reconnect with lost opportunities

Dynamic Prefill

Improve the user experience by dynamically prefilling forms with information from your Salesforce cases.

Medical forms ready to go in minutes.

Improve information accuracy and eliminate avoidable costs by turning these paper-based processes into digital ones:

Is your business suffering from poor productivity?

Take this quiz to analyze your methods and discover ways to be more efficient.

Access premade small business form templates.

Create branded, mobile-friendly forms in minutes with our selection of premade business form templates. Just pick a form, customize it, and start collecting submissions in no time. It's simple to connect your forms to any of our 50+ integrations to ensure your data goes to the right place.

Grow your business with Formstack.
Sign up for a Formstack 14-day free trial to start streamlining your most
time-consuming business process automation tasks today.
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