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What is Formfy?

Formfy is a groundbreaking platform that harnesses the power of AI to unify forms, electronic signatures, digital waivers, payment processing, and scheduling into one all-encompassing solution. Numerous businesses face challenges with customer intake as they depend on a collection of different applications: a form builder to gather information, DocuSign for electronic signatures, Smartwaiver for waivers, Calendly for scheduling appointments, and Stripe for processing payments. This reliance on five distinct tools, each demanding its own subscription, leads to multiple potential failure points. In contrast, Formfy streamlines the entire experience by integrating everything into one cohesive workflow. At the heart of this platform lies the AI Copilot feature. Users can simply articulate their needs in clear language, such as "new client intake for my medical spa with HIPAA consent and a $50 deposit," and within a minute, Formfy will generate the entire workflow. The AI takes care of everything involved, from formulating the questions to determining suitable field types, creating essential legal and consent wording, establishing payment methods, and providing a shareable link or embed code that is ready for use. This level of efficiency not only conserves valuable time but also significantly improves the overall experience for both businesses and their clients, making customer interactions smoother and more professional. Additionally, by consolidating these functions, Formfy empowers businesses to focus on what truly matters: delivering exceptional service to their customers.

What is Ascend?

Ascend integrates five crucial workflows that agencies typically utilize on a weekly basis—forms, databases, pages, time tracking, and invoicing—into one cohesive workspace. Instead of juggling various tools like Notion, Tally, Calendly, Toggl, and FreshBooks, you can oversee the entire client journey within a single streamlined system that ensures data consistency across all functions. When a client submits an intake form, their details are automatically integrated into your database. Each entry can be viewed as a detailed page that includes notes, files, sub-tasks, and a built-in timer for tracking hours. The time logged is instantly reflected in an invoice generated from that same entry, removing the need for cumbersome CSV exports or the repetitive task of copying and pasting between different software. This innovative platform is designed specifically for independent consultants and small agency studios that operate on an hourly billing or retainer basis. You can start with a free tier, then opt for the Solo plan priced at $19 per month or the Studio plan at $49 monthly, both of which come without extra user fees. There is also a 30-day free trial for the paid plans, which does not require a credit card to sign up, providing an excellent opportunity to test the platform's capabilities without any financial commitment. The ease of consolidating these workflows can significantly streamline your business operations, allowing you to focus more on serving your clients effectively.

Media

No images available

Media

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$19/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Formfy

Date Founded

2026

Company Location

United States

Company Website

formfy.ai

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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