Formaloo
CRM software
Customer data platforms (CDP)
Chatbots software
Client portal software
Online form builder software
No-code development platforms
Survey software
Conversational intelligence software
Application development software
Rapid application development (RAD) software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Formaloo
Formaloo is a no-code platform for building online forms, surveys, and lightweight web apps that collect and route customer data. It is used by teams that need to capture leads, run intake workflows, and publish client-facing portals without custom development. The product combines a form builder with databases, automation, and embeddable components to support end-to-end data collection and follow-up processes.
No-code data collection apps
Formaloo supports building forms and multi-step flows that write into structured datasets, enabling more than one-off survey collection. Teams can use the same data to drive internal workflows and client-facing experiences. This fits organizations that want a single tool for intake, qualification, and basic process automation without deploying a full CRM suite.
Client-facing portals and pages
The platform includes capabilities to publish portals/pages that can present collected data back to users, supporting use cases like onboarding, requests, and status views. This reduces reliance on separate portal software for simple scenarios. It is useful when a team needs branded, shareable experiences tied directly to form submissions.
Workflow and integration options
Formaloo provides automation and integration hooks to route submissions and trigger downstream actions. This helps connect intake data to sales or support processes and reduces manual handoffs. For smaller teams, it can cover common workflows that otherwise require combining multiple point tools.
Not a full CRM replacement
While it can store and organize contact and submission data, Formaloo is not primarily designed as a pipeline-centric sales system. Organizations that need advanced opportunity management, forecasting, territory models, or complex role-based sales processes may find gaps. Many teams will still pair it with a dedicated CRM for end-to-end revenue operations.
Limited CDP depth
Formaloo can centralize data captured through its own forms and apps, but it is not positioned as an enterprise customer data platform with broad identity resolution and multi-source event ingestion. Companies needing large-scale behavioral tracking, audience segmentation across channels, and governance features may require a specialized CDP. Data unification beyond Formaloo-originated inputs may require additional tooling.
Conversational features may be basic
Although it can support conversational-style flows, it is not primarily a conversational intelligence system focused on call recording, transcription, and coaching analytics. Teams looking for deep conversation analytics and sales coaching workflows may not find those capabilities here. Chatbot needs beyond guided form conversations may require a dedicated chatbot platform.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 per month | Unlimited forms/apps, unlimited monthly submissions, unlimited questions & blocks, 1 team member seat, 20 external seats, 1 GB cloud storage. (No credit card required; "Free forever" stated.) |
| Pro | $19 per month (billed monthly) | Everything in Free, plus Formaloo Workflows, PDF & smart document generation, eSignatures, partial submits & auto-save, webhooks/API/SDK access, premium integrations, 100 external seats, 5 GB storage. |
| Business | $29 per month (billed monthly) | Everything in Pro, plus remove Formaloo branding, unlimited custom domains, custom CSS/JS, collaborative workspaces, folder access controls, multi-step approvals, custom white‑label emails, instant backup, 3 team member seats included, 200 external seats, 10 GB storage per seat. |
| Enterprise | Custom pricing (request demo/contact sales) | Dedicated/self-hosted option, SAML/SSO & provisioning, advanced audit & security controls, dedicated CS/CSM, HIPAA options, enterprise API, custom invoicing and professional services (contact sales). |
Notes:
- Annual billing: site shows a "Pay Yearly" option with "Save 25%" (annual discount) — exact annual prices are shown on the site when toggled.
- Add‑ons shown on the pricing page: extra internal team member seats: $9/seat/month; extra external user seats: $1/seat/month.
- Agency/bundle plans (annual bundles) are available on a separate official page (e.g., Starter Agency Plan annual price shown at $799/year) — see official "Pricing - Agency" page for details.
