Formaloo

Formaloo is a platform for building forms, surveys, client portals, documents with e-signatures, approval workflows, dashboards, and custom business applications. It addresses the operational challenge of collecting information and then coordinating the work that follows: interpreting responses, routing requests, preparing documents, updating records, and triggering the next action. The platform also includes AI features for generating forms and agents that analyze information and move processes forward.

Core capabilities include a form builder with conditional logic, calculations, payments, and advanced field types; client portals with granular access permissions; a custom PDF builder for quotes, agreements, reports, and certificates; approval workflows with routing, statuses, and signatures; dashboards and analytics built from form data; and custom CRM, chatbot, and no-code app builders. Formaloo AI generates functional forms from descriptions, suggests fields, and supports multi-step forms. Agents can analyze information, prepare content, communicate, update records, and handle routing, approvals, assignments, escalations, notifications, and service-level tracking. The platform offers integrations, API access, and webhooks, and supports HIPAA-ready data handling and white-label portals.

Formaloo is positioned for healthcare, agencies, food and hospitality, education, HR, operations, remote teams, events, startups, enterprise, e-commerce, marketing, sales, and non-profit organizations. It offers a free plan with no credit card required, a concierge service, and enterprise capabilities. The company states EU-hosted deployment by default with data residency and private deployment options.