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Forms Automation Software with CRM (2026) - Page 4

Last updated: April 2026

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116 software options

Integrify logo

Enterprise workflow management

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Workflow management software that's flexible, scalable and powerful. Automate business processes quickly and integrate with other systems easily

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dMACQ DMS+ logo

Document management system for legal, HR & finance teams

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dMACQ DMS+ simplifies form automation with powerful workflows & dynamic metadata management. It enables seamless integration with third-party systems, supports auto-indexing & provides intuitive tools to design & manage forms.

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Upflowy logo

Cloud-based lead management and AB testing software solution

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Upflowy allows organization managers to iterate business flows using IT, enabling the implementation of cost-effective growth strategies. Key attributes include AB testing, content management, analytics and reporting, customization, process flow management, and lead management.

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DocOrigin logo

Professional document generation software

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DocOrigin is a document generation solution with a form design component and data transformation filters that will integrate with new or legacy systems. Its merge and print engine generates high-quality documents in many formats, while offering configuration flexibility to fit into existing systems.

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Cypher IQ logo

Workflow automation software with database integration

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Cypher IQ is a cloud-based workflow automation software designed to help businesses across various industry verticals streamline purchase orders, employee reimbursements, job creation, plant management, contracts, and more. It lets finance teams automate client refund, credit processes, petty cash management, audit trail, and new supplier application.

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Ermeo logo

Field service and inspection management software

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Ermeo is a field service management software designed for businesses in various industry segments, including transport, energy, and construction. It helps organizations create checklists, set up workflows, track task progress, and facilitate collaboration on a centralized platform.

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Array logo

Where Data, Tasks, & Workflows Come Together

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Array is an Enterprise level data collection and inspection solution which allows you to easily complete inspections and automatically generate and send reports in the field, with or WITHOUT an internet connection.

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Flowtrics logo

We are Digital Workflow Automation

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Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents and integrates data smoothly into any organization infrastructure.

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Re-flow logo

Control field operations and put your team to work.

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Our field management software puts you back in control with real-time job, document and workflow management, showing you where your team are, what they’re working on and what information they’re collecting.

Companies in construction, highways, landscaping use Re-flow to stay focused on jobs.

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Daxium-Air logo

The all-in-one solution for custom app building

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Daxium-Air is a no-code platform that enables users to create customized web and mobile applications without coding. It allows teams to collect, share, and compile field data, automate processes, and manage client interactions. Daxium-Air offers personalized web and mobile solutions, real-time dashboards, automated reports, and the ability to track field teams and consolidate data with existing systems.

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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Digioh logo

Customizable web forms that integrate with your stack

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Digioh's drag-and-drop form builder allows you to create targeted and personalized web forms that integrate with your marketing stack. 400+ built-in and custom integrations (including Salesforce Marketing Cloud, Commerce Cloud, Sales Cloud, and many more).

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Mobile2b logo

Enterprise Process Management and Workflow Automation

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Mobile2b BPM: Automate audits, maintenance and compliance with enterprise-grade workflows. Trusted by Bayer, Porsche & Magna.

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Formstack Suite logo

Cloud-based tool for form building and workflow automation.

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Formstack is a cloud-based form building solution that helps organizations with the tools to build online forms, collect information, integrate systems, automate workflows, and more.

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Ungapped logo

Email campaigns, forms, surveys & SMS marketing

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Ungapped is a complete platform for email marketing, invitations, surveys, signup forms, text messages. Key features enable users to create and send mailings, newsletters and invitations, and get rich statistics and insights on emails sent, opened, clicked, bounced and more.

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Growform logo

Forms automation software to manage lead generation

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Growform is a forms automation software that helps businesses create and distribute custom forms to optimize lead generation operations from within a unified platform. It enables staff members to share created forms via email or social media and embed them across WordPress, Unbounce, and Wix-based websites or landing pages.

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netLex logo

Simple and secure agreements

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netLex automates document creation, eliminating rework and ensuring compliance. The platform enables form automation to streamline the creation of documents and contracts within pre-approved standards, reducing risks and unnecessary legal involvement.

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Weever logo

Automate and Empower your frontline staff.

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Weever is a Connected Worker platform for manufacturers and warehouses that empowers frontline workers and automates core operational processes.

Rich, simple to use digital forms. Schedules and Action Plans. Automated Insight Reporting. One site license so you can get everyone involved.

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

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In a single platform, it combines the tools to automate processes (BPMS) with customized forms, manage customer relationships (CRM) and services (Service Desk), launch service portals, manage documents and content (ECM), monitor indicators and goals (Analytics), and more.

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Lead Booster Pro logo

Convert more visitors into qualified B2B leads

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Lead Booster Pro transforms website visitors into qualified B2B leads through intelligent, conversion-optimized forms. Our German-engineered platform increases form completion rates by 30%, tracks lead value for marketing ROI, and integrates seamlessly with major CRMs.

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doForms logo

Mobile forms & mobile data collection

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Build custom online forms to replace your work orders, invoices, surveys and more in just a few clicks.

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IntouchCheck logo

You can’t be everywhere, but IntouchCheck can.

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IntouchCheck is an inspection software that turns any smart device into a digital clipboard and rolls out standard operating procedures to any location. You can conduct audits, create checklists, and collect data instantly from remote teams, driving real-time insights into your daily operations.

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Easydus logo

Most Flexible Event Registration Tool

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Easydus event registration software is the most flexible event registration platform in the market, where you set up any complex or simple event registration flow where you can set up a separate registration form, e-mails for each of your target group.

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Chronos Workflow logo

Business Process Automation and Document Management

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Chronos Workflow Platform is a business process automation system that helps organizations streamline their business processes in a traceable and automated web-based system. Features such as enterprise agility, real time reporting and fast implementation helps increase efficiency and save time.

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APSIS One logo

Gather data. Automate customer journey. Grow your business.

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APSIS One is an easy-to-use platform for Email, Marketing Automation, SMS, Website Personalisation, E-commerce and more. All you need to improve results, increase retention, and grow your business.

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