Everything you need to manage frontline execution.

Do the work that matters most with mobile software for field teams and real-time reporting for leaders.

FORM
FORM | THE DIGITAL ASSISTANT FOR THE FRONTLINE

Connect your frontline
to your back office.

Deploy Tasks

Capture the right data with a flexible task and workflow builder, then assign work based on the structure of your team.

Guide Teams

Teams work faster, easier, and better on mobile instead of pen-and-paper or spreadsheets.

Get Insights

Create configurable reports that automatically track your KPIs–then act on insights faster than your competitors.

FORM’s modular platform gives your teams
the power to move further, faster.

Time Savings
+ 0 %
Execution Improvement
+ 0 %
Compliance Improvement
+ 0 %
Sales Increase
+ 0 %
WORKFLOW MANAGEMENT SOFTWARE

Grow sales & boost compliance
the smart way.

Explore the industry’s most configurable solutions for field sales and compliance, then select from our suite of capabilities to design your most powerful enterprise process.

Features

  • No-Code Task Builder
  • Top-Rated Mobile App
  • Real-Time Photo Capture & Reporting
  • Mobile Image Recognition AI
  • Automated Notifications & Alerts
  • Business Intelligence Dashboards

FOR MARKET EXECUTION

Designed for leaders in sales, merchandising, and customer experience to grow market share and improve field execution.

FOR OPERATIONAL EXCELLENCE

Designed for leaders in safety, quality, manufacturing, and facilities to control costs and increase compliance.

Features

  • Low-Code Workflow Builder
  • Real-Time Tracking & Reporting
  • Automated Escalation & Alerts
  • Photo Capture & Markup
  • Customizable Interface & Branding
  • Business Intelligence Dashboards

90% of spreadsheets contain errors.

You deserve smarter. Replace error-prone processes with the industry’s most accurate execution app.
Spreadsheets
Pen & Paper
Sharepoint
Homegrown Solutions
Not sure which is right for you?

Schedule a strategy session with a FORM expert and we’ll help guide you towards the best solution for your team.

New: Image Recognition for Beer Menu & Tap Handles

Instantly track what’s on tap and what’s on the menu with AI-generated insights for on-premise beer accounts.

Just Announced:
Southern Glazer's Selects GoSpotCheck by FORM's Image Recognition App.

Read the full press release to see why SGWS chose FORM for Image Recognition.

Image Recognition AI
for Stronger Beverage Sales

See the market in perfect computer vision with the mobile app your teams need to cut survey times by 75% and boost sales by 10%.

FORM + OpX
Product Tour

See how advanced workflows, customizable logic, and easy-to-use process builders help enterprise teams improve compliance.

Easily integrate
with other systems.

FORM’s open API gives you more reliable, secure, and accurate data across your entire business.

Workforce management apps
Storage apps
PRODUCT IDENTIFICATION AI

Image Recognition

Survey accounts 75% faster with FORM’s mobile AI that detects, recognizes, and analyzes products and prices from photos captured on shelves, displays, menus, back bars, and in coolers.

REAL-TIME PHOTO REPORTING

PhotoWorks

Say goodbye to huge email attachments and manually compiling photo reports. PhotoWorks automatically filters and sorts your team’s photos of execution in a shareable photo library.

BUSINESS INTELLIGENCE DASHBOARDS

Insights

Track and analyze field data as it’s collected in real-time with customizable data visualizations powered by Looker, a Gartner® Magic Quadrant Leader in Business Intelligence.

INSTANT MESSAGING & FIELD COMMUNICATION APP

Communications

Stop losing messages in email, Facebook groups, and scattered communication platforms. Connect every team and process across your business with a single hub for direct messaging, polls, bulletins, channels, and more.

сommunications
EMPLOYEE & CUSTOMER FEEDBACK TOOL

Survey

Gather detailed insights from respondents with FORM’s fully-configurable feedback solution that offers end-to-end design options and powerful reporting capabilities.

Tested & trusted by the world’s top teams.

We’re hitting every single KPI with this platform–sales, margin, shrink, loss prevention, labor, and more. We believe it’s also leading to reduced turnover, greater productivity, better customer service, and generally a better workplace culture. – Director of Talent Development & Engagement, Save a Lot

Before deploying FORM, our teams were spending up to an hour performing reports and manually recording data. The platform has allowed us to focus on what’s important to drive double-digit sales growth across thousands of locations and to greatly save time.

– Jonathan Neech, GM at Compass Group Australia

This partnership streamlines operations and allows us to leverage the flexibility and value of the FORM platform to find new and interesting ways to communicate with Wendy’s restaurant operators and affect change on a restaurant-by-restaurant basis. From there, we can dig deeper into the data to find even more ways to delight our customers.

– Frank Leary, Vice President of Customer Experience, The Wendy’s Group

FORM helps with consistent visits and provides a streamlined method for follow-up. Real-time photo reporting is a win, allows us to log our visits virtually, and limits the grey area of if visits were executed properly or at all by DMs and AMs. Ultimately, it keeps us focused on more effective visits.

– Emiliano Gonzalez, Regional Vice President of Sales Development, Mattress Firm

“FORM OpX is an integral part of our QA-QC processes–we use it to collect data about factories and production batches in our supply chain. This data helps us understand and reduce product defects that have a negative impact on the customer experience and are a major cost driver.”

– Martin Djurval, Senior Business IT Project Manager, H&M

Start working smarter today.

Advanced Logic New Features
GoSpotCheck by FORM/Blog

Say Hello to a Smarter GoSpotCheck

This summer, we’re welcoming some hot new features. Earlier this year, we launched our new Mission Builder, with a refreshed three-panel display and drag-and-drop elements

Read More

Book a Demo

Schedule a live demo to see FORM in action and learn how it can power productivity from the field.