Best Forms Automation Software

EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager

Live-chat service for a website where people respond 16 times faster. The first-ever web-chat service that works directly in your WhatsApp, Facebook Messenger, and Telegram. A client writes on a website, and operator reply just from his or her personal messenger. No applications or any other personal accounts needed. Absolutely everything is being controlled right inside the messenger. With all the features needed like template responses unlimited number of operators video calls, banners and integrations are at your service.

All the tools you need to build a successful online business. Easy to use all-in-one software for live chat, chat bots, email marketing, marketing automation, forms, knowledge base, and more to create great customer experiences. By using Gist’s all-in-one platform, you no longer need to piece together multiple costly subscriptions. Better yet, your team will no longer need to switch between multiple tools to fully understand your customers. Qualify more leads automatically and close more deals with chatbots, forms and 24/7 automated meeting scheduling. Grow traffic, convert more visitors, and retain customers by running complete email marketing campaigns at scale. Assist customers in real-time with a collaborative inbox, automation, and self-service support. Replace 8+ tools and keep all of your products, content, customers, email subscribers, and data in one place.

Collect.chat is always ready to answer any of your customers' questions. It doesn't need breaks, coffee breaks, or even lunch breaks! The Collect.chat bot will be with you all the time - day and night, weekday and weekend, all year round! No matter how many customers you have, Collect.chat can take care of them all! Along with never-ending patience and politeness, Collect.chat will provide customers with a tailored experience each time they visit your website! Since our chatbot is constantly interacting with visitors proactively, they are more likely to enter their information. We provide you with insights about the conversion along with their data! You'll save on acquisition costs as Collect.chat will cut down the time and money spent on sourcing for leads, which often leads to disappointed customers and wasted money. The chatbot qualifies and converts your visitors into customers by engaging them in a conversation rather than filling boring forms.

Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world.

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Sugester is a powerful and efficient helpdesk for your business. Stop losing customers due to long response times. Sugester helps you collect and sort through incoming messages, assign team members to deal with each question and monitor their resolution. Providing stellar customer support has never been so simple. Cut down on helpdesk costs by helping your customers help themselves. Sugester makes it easy to share how-to's, FAQs and solutions to common problems. Not every issue requires the involvement of your team. Publish help materials online to save money and provide a 24/7/365 support channel. A good helpdesk has to monitor customer communications across all channels. With Sugester no customer question will fall through the cracks again: everything is collected and presented to your team on a single, clean page.

The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system.

Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.

Minerva empowers you to effortlessly create clickable instructions for anything online. Any time you have to communicate a set of steps, without physically standing next to someone, you can use Minerva! The tool is free. For additional paid features (e.g. analytics, collaborative editing), we're excited to offer additional support. Minerva is an interactive “how-to” guide. Our guide shows you where to click, and what to do next so you can spend less time googling and more time doing. Our mission is to make it easy for anyone to do anything online, especially you. We show you where to click, and what to do next. Download our extension today! We are making process knowledge and expertise instantly accessible wherever you need it, right as you need it. Minerva Pro enables you to make private recipes, create teams, and view analytics at the individual, team and recipe level.