No-code sales workflow automation
Personalised cold outreach for every contact, not just the top 5. Enrich leads, research accounts, and run follow-up sequences at scale. Formt does the work you'd do if you had unlimited time.
What Formt automates
From enriching a cold contact list to researching an account before a call, the sales workflows that eat the most time are the most repeatable. Formt automates them and keeps a human in the loop where judgment matters.
Import a list of contacts and Formt's Research Agent enriches each with company info, recent news, and role context. Score by fit using weighted criteria, filter by threshold, and push the prioritised list to a CSV, Google Sheet, or HubSpot, ready for outreach.
Formt's Research Agent builds a full account snapshot covering business model, recent news, funding, tech stack, hiring signals, key people, and competitors. You configure the model, the allowed domains, and what to look for. It then surfaces the specific selling points that should resonate for this account based on your value props.
Every week, Formt's Research Agent runs on a schedule, scanning your target accounts for changes: funding rounds, exec moves, hiring spikes, product launches, and major news. Monday morning you get a summary in your inbox of what's worth following up on this week.
AI generates emails per contact, personalised from your brief and per-contact research the agent runs. Run it as a single cold email or a multi-touch sequence. Bulk-approve all drafts before any send. The campaign adapts as it runs: contacts who engage are flagged as hot leads, bounces and unsubscribes are auto-suppressed, and every touch logs back to HubSpot or to a Google Sheet.
Re-engage closed-lost deals from the past 12 months. For each account, Formt checks what's changed since you last talked (new exec, funding, product launches), then drafts a tailored win-back email referencing what's different. Bulk-approve before sending.
Pipeline records go stale faster than you can keep up: close dates drift, deals stop moving, and the forecast turns into a quarter-end scramble. Formt scans your pipeline weekly, surfaces what needs attention, and writes the updates back to HubSpot after you act on them. The data stays clean without the cleanup ritual.
Personalisation at scale
Every rep knows personalisation works. But there aren't enough hours for all your accounts, so the top 5 get deep personalisation and the rest get a 'Hi {first_name}' email. Formt's Research Agent runs deep research on every contact on your list. Use it to prep for a call, send a personalised email, or prioritise who to engage first. Deep personalisation at the scale you actually need.
Templates
From a lead follow-up sequence to a deep account research brief, every template is a complete sales workflow you can clone, customise, and run.
Free to start. Run your first lead follow-up sequence or account research today. No credit card required.