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Workflow Management Software
Forma reviews and summary
Forma is a cloud-based solution dedicated to helping organizations design, implement, and manage custom digital forms and the associated workflows that those forms trigger. It provides a user-friendly environment for creating complex forms for data collection—such as applications, surveys, requests, or reports—and then connects these forms to automated backend processes. Once a form is submitted, it can automatically route information for approval, update databases, assign tasks, send notifications, or integrate with other business systems. By streamlining these operations, Forma reduces manual data entry, accelerates processing times, minimizes errors, and provides a sea... Forma is for business analysts, operations managers, HR professionals, and I...
Best for
Forma is for business analysts, operations managers, HR professionals, and IT teams in organizations of all sizes that rely heavily on forms and need to automate the subsequent workflows. It is ideal for departments handling employee onboarding, procurement requests, IT service tickets, customer feedback, or any process initiated by a form submission.
Category
Workflow Management Software
Vendor
Forma
Key takeaways
Our verdict
Our verdict is that Forma is an effective and modern solution for digitizing and automating form-driven processes. Its cloud-based nature offers accessibility and ease of use, while its focus on connecting forms to workflows addresses a fundamental need for operational efficiency. Organizations can likely see rapid returns by reducing paper-based processes and manual hand-offs with this tool.
Quick facts
Forma at a glance
Vendor
Forma
Category
Workflow Management Software
Ratings
Forma ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Forma pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses Forma?
Forma is for business analysts, operations managers, HR professionals, and IT teams in organizations of all sizes that rely heavily on forms and need to automate the subsequent workflows. It is ideal for departments handling employee onboarding, procurement requests, IT service tickets, customer feedback, or any process initiated by a form submission.
Feature research
Forma features
These are common features buyers compare in Workflow Management Software. Product-specific availability should be confirmed with the vendor.
User Access Management
Control user entry and feature availability through role-based permissions and secure credentials.
BPA (Business Process Automation)
Enhance task and information management by automating routine procedures and process patterns.
Shared Calendar Management
Develop, maintain, and synchronize multiple schedules and calendars.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Dynamic Dashboard Personalization
Modify the visual arrangement and data widgets of monitoring dashboards.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Form Template Management
Centralize the organization and distribution of templates and completed forms.
Visual Process Designer
Allows for the visual creation, design, and alteration of project task flows and processes.
Mobile Device Compatibility
Utilize the platform features from any location using smartphones or tablets.
No-Code Development
Visual development tools that enable building applications without manual programming.
Action Item Tracking
An active registry of project tasks and their current stage of completion.
External App Integrations
Extend system functionality by connecting with external software applications and services.
Compare
Forma alternatives
Compare Forma with other Workflow Management Software tools that buyers often evaluate.
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SurveyMonkey Apply by SurveyMonkey
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Salesforce Platform by Salesforce
Salesforce Platform is for teams extending Salesforce into custom business apps without starting from scratch. It helps low-code and professional developers share a common stack fo...
ProcessMaker by ProcessMaker
ProcessMaker is a low-code workflow platform for teams that need faster process deployment without waiting on heavy development. It is useful when process consistency and handoff q...
GoCanvas by GoCanvas
GoCanvas is a practical mobile workflow option when field teams need forms, approvals, and data handoffs without waiting on paper. It is useful for turning fragmented deskless proc...
Software reviews
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FAQ
Forma FAQs
Forma is a cloud-based solution dedicated to helping organizations design, implement, and manage custom digital forms and the associated workflows that those forms trigger. It provides a user-friendly environment for creating complex forms for data collection—such as applications, surveys, requests, or reports—and then connects these forms to automated backend processes. Once a form is submitted, it can automatically route information for approval, update databases, assign tasks, send notifications, or integrate with other business systems. By streamlining these operations, Forma reduces manual data entry, accelerates processing times, minimizes errors, and provides a sea...
Forma is for business analysts, operations managers, HR professionals, and IT teams in organizations of all sizes that rely heavily on forms and need to automate the subsequent workflows. It is ideal for departments handling employee onboarding, procurement requests, IT service tickets, customer feedback, or any process initiated by a form submission.
Forma is listed in Workflow Management Software.
Forma is listed with Forma as the vendor.
Buyers often compare Forma with other Workflow Management Software tools such as UiPath, Sine, OutSystems, SurveyMonkey Apply. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Forma.
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