Leads slip through the cracks when follow-up is manual. Build workflows that enrich, score, and follow up automatically. You decide who to pursue.
New leads sit in a spreadsheet until someone remembers to call. By then, they've gone cold.
Formt enriches leads, scores them, and sends personalized follow-ups. You review and approve before anything goes out.
Every proposal is built from scratch. It takes hours and they all look different.
Enter client details. AI drafts a tailored proposal, converts to PDF, and emails it, all in one workflow.
Monday morning reports mean pulling data from CRM, spreadsheets, and email to piece together a picture.
Formt collects deal data, calculates metrics, and generates reports for leadership, automatically.
Pick a template and customize it to your business. No setup required.
Automatically follow up with new leads over several days. Three emails are generated and reviewed upfront, then sent via custom domain with delays. After each email, engagement tracking identifies engaged leads who skip remaining emails. Dual Google Sheets exports separate hot leads from the full list, and a notification email alerts you when complete.
Generate a professional proposal or quote from a form submission. Calculate line item totals, generate a project summary with AI, create a PDF, review it, and email to the client.
Score a list of contacts by fit using AI structured analysis. Import from CSV, score each with AI, apply weighting, filter by threshold, and export a prioritized list to Google Sheets.
Up and running in minutes, not weeks.
Choose a sales workflow: lead enrichment, proposal generation, or pipeline reporting.
Import leads from CSV or connect to your existing tools. AI helps map your fields.
Workflows pause for your judgment on key decisions. You stay in control of every deal.
Build your first workflow in minutes. Free to start, no credit card required.