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Sales Automation Software

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This platform enables users to automate complex workflows by designing, configuring, and executing customized automation pipelines that integrate artificial intelligence, data processing, and third-party services. It offers key features such as drag-and-drop workflow builders, real-time data integration, AI-powered content generation, dynamic forms, scheduled task automation, and seamless export options to various formats or platforms, solving problems related to repetitive data management, report generation, property analysis, financial screening, and marketing campaigns. Designed for professionals across industries like real estate, finance, and marketing, it helps streamline operational processes, improve efficiency, and reduce manual effort through scalable, user-friendly automation solutions.

Formt can be found in Sales Automation Software, Marketing Automation Platforms categories.

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Formt Main Features

• Quick start
  Begin building workflows easily without needing a credit card.
• Send emails
  Email messages with custom subjects and content easily.
• Import CSV data
  Upload CSV files and process each row automatically.
• Generate AI text
  Create text or structured data using AI language models.
• Loop through data
  Repeat steps for each item in an array or list.
• Automate workflows
  Build and run automation pipelines using AI, data, and custom logic.
• Collect user input
  Create forms to gather information from users easily.
• Get financial data
  Retrieve live stock prices and financial information.
• Configure workflows
  Set up rules, schemas, and AI prompts to customize automation.
• Convert HTML to PDF
  Change web pages or HTML content into downloadable PDF files.
• Design steps easily
  Drag and drop steps to create and connect data flows visually.
• Perform calculations
  Run arithmetic, statistics, or custom formulas inside workflows.
• Built-in integrations
  Use pre-made connections for AI, data export, email, and more.
• Run workflows anytime
  Start workflows when you want or schedule them to run automatically.
• Extract data from PDFs
  Get structured information from uploaded PDF documents.
• Look up property details
  Find information about properties by entering an address.
• Industry-specific templates
  Use ready-made workflows for real estate, finance, marketing, legal, operations, and sales.
• Export data to Google Sheets
  Save processed data directly into Google Sheets.
• Pull financial data from SEC filings
  Get detailed financial information from official SEC reports.

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