About
Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it.
You need convergence.
ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost.
AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should.
Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations.
All connected. All in one place.
Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions.
Trusted by teams from startups to the Fortune 500.
Stop patching a broken system. Get back the hours your team was never supposed to lose.
Free Forever plan available. No credit card required.
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About
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Teams and businesses looking for an all-in-one productivity platform that combines project management, docs, chat, and AI to replace their fragmented tool stack.
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Audience
Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$7/user/month
Everything in Free Forever, plus:
- Unlimited Spaces, Folders, and Forms - Unlimited Gantt Charts - Unlimited Integrations - Unlimited Storage - Unlimited Custom Fields - Native Time Tracking - Goals & Portfolio Management - Guests With Permission Control - Resource Management - ClickUp Chat - Email in ClickUp -Integrations like Slack, Hubspot, Google Drive, and more and much more...
Free Version
Supported
Free Trial
Supported
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Pricing
$34 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationClickUp
Founded: 2016
United States
clickup.com
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Company InformationJotform
Founded: 2006
United States
www.jotform.com
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Alternatives |
Alternatives |
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CategoriesClickUp Super Agents are AI teammates that work autonomously inside your workspace. Assign tasks, message directly, and @mention them just like human colleagues. Agents operate 24/7 with infinite skills and memory, handling everything from intake review and project planning to weekly updates and data analysis. Build custom agents with specific instructions, tools, and knowledge bases. Agents adapt to workspace changes and learn from interactions. Unlike chatbots or copilots, Super Agents take real action: creating tasks, updating fields, posting comments, and routing work. The future of work is humans and AI agents collaborating seamlessly. ClickUp Brain generates high-quality content directly inside your workflow. Draft blog posts, emails, social copy, product descriptions, briefs, and documentation without switching to a separate AI tool. Brain understands your workspace context, pulling from existing Docs, tasks, and brand guidelines to produce relevant, on-brand content. Edit, iterate, and refine with follow-up prompts. Generate content in task descriptions, Docs, or comments. Repurpose existing content across formats. From marketing teams scaling content production to product teams writing release notes, ClickUp AI generates content where the work already lives. ClickUp with AI streamlines HR operations from recruiting to retention. Automate onboarding workflows, track employee lifecycle milestones, and manage performance review cycles. AI drafts job descriptions, summarizes candidate feedback, and generates onboarding checklists. Custom fields capture employee data, certifications, and development goals. Dashboards report on headcount, time-to-hire, retention, and engagement metrics. Forms handle PTO requests, feedback submissions, and internal applications. Automations trigger reminders for reviews, anniversaries, and compliance deadlines. Modern HR teams run leaner and faster with ClickUp and AI. ClickUp Brain is AI built into your entire workflow, not bolted on. Summarize tasks, threads, and documents instantly. Auto-fill task properties based on descriptions. Generate standups and progress updates automatically. Ask questions and get answers grounded in your workspace data. Create tasks from conversations. Draft content, build templates, and surface insights without context-switching. Brain MAX adds voice interaction and advanced reasoning. Companies report saving 58 days per employee per year. Unlike standalone AI tools, ClickUp Brain has full context of your projects, people, and processes, delivering results that generic AI simply cannot match. ClickUp combines world-class project management with AI that actually understands your projects. AI agents auto-generate project briefs, create detailed project plans from goals, produce weekly status updates, and flag risks before they become blockers. Brain answers questions about any project's status, timeline, or blockers instantly. AI auto-fills task properties, suggests assignees based on workload, and summarizes complex threads. Certified agents handle intake review, planning, and reporting autonomously. Deliver projects 35% faster with AI teammates embedded across your entire project lifecycle. ClickUp packs every AI capability into one platform so you never need separate AI subscriptions. Content generation, summarization, task creation, knowledge retrieval, image generation, web search, voice interaction, and autonomous agents, all powered by frontier AI models with your workspace as context. Brain AI is accessible from any task, doc, chat, or dashboard. AI tools auto-fill fields, suggest priorities, draft standup reports, and answer questions about your projects instantly. One subscription replaces ChatGPT, Notion AI, and standalone AI tools while delivering better results because it knows your work. ClickUp is the AI-native workspace where software, humans, and AI agents converge. Every feature is enhanced by Brain AI: tasks auto-populate, Docs write themselves, Dashboards surface insights, and Agents handle work autonomously. Your entire workspace, including tasks, docs, conversations, and decisions, becomes the knowledge base that powers AI responses. Connected Search indexes external tools for comprehensive answers. Super Agents operate as always-on teammates with infinite memory. One AI-powered workspace replaces the stack of disconnected tools and generic AI subscriptions. This is what work looks like when AI is built in, not bolted on. ClickUp Brain is a full AI writing assistant embedded in your work platform. Draft emails, blog posts, product copy, briefs, documentation, and social content without switching tools. Brain draws on your workspace context, including existing Docs, tasks, brand voice, and project details, to produce relevant, on-brand writing instantly. Edit inline, iterate with follow-up prompts, and refine tone or length in seconds. Generate content in Docs, task descriptions, comments, or Chat. Repurpose long-form content into summaries, bullets, or social posts. AI-powered grammar, style, and clarity suggestions polish everything you write. From marketing teams scaling content output to PMs writing specs, ClickUp replaces standalone AI writing tools with one that already knows your work. ClickUp connects daily execution to strategic outcomes with Goals, Dashboards, and real-time rollups. Set company, department, and team OKRs with measurable targets that update automatically as tasks complete. Dashboards visualize KPIs across every business function without manual data entry. AI surfaces trends, risks, and progress summaries. Portfolio views give leadership visibility across all initiatives. Custom fields track revenue, costs, and business metrics directly on tasks. From quarterly planning to daily standups, ClickUp ensures every team's work ladders up to what the business actually needs. ClickUp manages campaigns end-to-end: planning, execution, creative production, approvals, and performance tracking. Organize campaigns in Folders with lists for each channel or workstream. Gantt charts map dependencies and timelines. Board views track asset production stages. Custom fields capture budgets, UTMs, audience segments, and KPIs. Automations trigger handoffs between teams and route approvals. Dashboards roll up campaign metrics across channels. Templates standardize launch processes so every campaign runs consistently. Connect to your marketing stack via 1,000+ integrations. One workspace for every campaign, every channel, every team. ClickUp lets you build and deploy AI-powered chatbots directly inside your workspace with Super Agents. Create custom agents that answer questions, triage requests, route work, and take action, all grounded in your workspace data. No separate chatbot platform needed. Agents respond in Chat, comments, and DMs with full context of your projects, processes, and documentation. Set custom instructions, knowledge bases, and tool access for each agent. Unlike generic chatbots, ClickUp agents understand your team's work and can create tasks, update fields, and trigger workflows based on conversations. From customer-facing support to internal help desks to automated intake, ClickUp chatbots deliver intelligent, context-aware responses that actually get work done. ClickUp checklists bring structure to any task without the overhead of subtasks. Add multiple checklists per task with named groups for different process stages. Assign individual checklist items to team members with due dates. Track completion progress at a glance. Use checklist templates to standardize recurring processes like launch checklists, QA steps, or onboarding sequences. Nest items for detailed breakdowns. Dashboards report on checklist completion across projects. From daily routines to complex multi-step procedures, ClickUp checklists ensure nothing falls through the cracks. ClickUp is where teams actually work together, not just talk about work. Real-time collaborative Docs, Whiteboards, threaded comments, @mentions, and built-in Chat eliminate tool-switching between project management, messaging, and documentation. Assign comments, share screen recordings, proof creative assets, and co-edit documents simultaneously. AI-powered Brain answers questions from your entire workspace context. Every conversation lives next to the work it's about, so nothing gets lost in a separate app. From async updates to live brainstorming, ClickUp makes collaboration seamless across teams, time zones, and departments. ClickUp doubles as a flexible contact management system using custom fields and relationship features. Store contacts as tasks with fields for email, phone, company, role, deal value, and any custom attribute. Relationship fields link contacts to deals, projects, and accounts. List and Table views create sortable, filterable contact databases. Forms capture new contacts automatically. Automations trigger follow-ups and reminders. Dashboards visualize your contact pipeline and engagement metrics. No rigid CRM schema, just a flexible system that adapts to how your team manages relationships, all connected to your actual work. ClickUp adapts into a powerful CRM without the bloated pricing of dedicated platforms. Track leads, deals, and accounts using custom fields, relationship fields, and flexible list views. Build sales pipelines with drag-and-drop Board views, automate follow-up reminders, and log communications in task comments. Dashboards visualize pipeline value, win rates, and rep performance in real time. Email integration, form capture, and 1,000+ integrations keep your CRM connected to every touchpoint. Scale from startup to enterprise with custom statuses, automations, and AI-powered insights, all inside the same platform your team already uses for projects. ClickUp Dashboards give you real-time visibility into every metric that matters. Build custom dashboards with 50+ card types including time tracking, sprint velocity, workload, goals, and portfolio rollups. Drag-and-drop widgets pull live data directly from your tasks and projects, so reports are always current without manual updates. Add charts, progress bars, tables, and embedded views. Share dashboards with stakeholders for instant alignment, or keep them private for personal tracking. Whether you need executive summaries, team performance overviews, or project health snapshots, ClickUp Dashboards deliver insights in seconds, not hours. ClickUp streamlines design workflows from concept to delivery. Manage design requests with intake forms, track projects through review stages, and proof creative assets with built-in annotation tools. Whiteboards enable collaborative wireframing and ideation. Embed Figma files directly in tasks for seamless handoff. Version control attachments and centralize feedback in threaded comments. Custom fields track design type, brand, dimensions, and approval status. Dashboards visualize team workload and turnaround times. From brand design to UX to marketing creative, ClickUp keeps designers and stakeholders aligned without the tool sprawl. ClickUp helps educational institutions and teams manage curricula, courses, research projects, and administrative workflows in one platform. Organize by department, course, or semester using Spaces and Folders. Track assignments, deadlines, and milestones with task dependencies and Calendar views. Docs store lesson plans, syllabi, and research notes. Whiteboards enable visual collaboration and brainstorming. Forms handle student submissions and administrative requests. Dashboards report on progress and workload. From university research labs to K-12 administration to corporate training teams, ClickUp adapts to any educational workflow. ClickUp's Gantt charts turn complex projects into clear visual timelines. See tasks, dependencies, milestones, and critical path in one interactive view. Drag-and-drop to reschedule tasks and automatically adjust dependent timelines. Color-code by status, priority, or assignee. Zoom from daily to yearly views. Track planned vs. actual progress with progress percentage overlays. Filter by team, project phase, or custom field. Export for stakeholder presentations. Unlike standalone Gantt tools, ClickUp's charts are connected to live task data, so your timeline always reflects reality. Plan, adjust, and deliver on schedule. ClickUp gives ideas a place to live, evolve, and become real projects. Capture ideas from forms, Whiteboards, Docs, or chat and organize them in dedicated lists with custom fields for impact, effort, and priority. Vote on ideas with custom fields or reactions. Use Board views to move concepts through stages from raw idea to validated to in-progress. AI helps brainstorm, expand, and refine ideas on demand. Link approved ideas directly to tasks and projects so execution is one click away. Stop losing ideas in Slack threads and email chains; centralize innovation where your team already works. ClickUp handles issue tracking with the depth of dedicated bug trackers and the flexibility of a full work platform. Log issues via forms, email, or integrations. Custom fields capture severity, environment, reproduction steps, and affected versions. Board views visualize issue status at a glance. Automations route issues to the right team, escalate by priority, and notify stakeholders on resolution. Link issues to sprints, epics, and releases. Dashboards track resolution time, backlog age, and team throughput. From software bugs to customer support tickets to internal requests, ClickUp tracks every issue to resolution. ClickUp's Board view delivers powerful Kanban workflows that go far beyond basic card-and-column tools. Drag tasks through custom statuses, group by priority, assignee, tag, or any custom field. Set WIP limits, add swimlanes, and filter to focus on what matters. Each card shows key details at a glance: assignee, due date, priority, subtask progress, and custom fields. Automations trigger when cards move between columns. Multiple Board views per list give different perspectives without duplicating work. From software development to content production to sales pipelines, ClickUp Kanban keeps work flowing. ClickUp powers marketing teams from strategy to execution in one platform. Plan campaigns, manage content calendars, track deliverables, proof creative assets, and measure results without juggling separate tools. Kanban boards visualize content pipelines, Gantt charts map campaign timelines, and Dashboards report on KPIs in real time. Built-in Docs handle briefs and copy. Forms capture requests from stakeholders. Automations route approvals and update statuses. AI drafts copy, generates briefs, and summarizes performance. From brand teams to growth marketers, ClickUp keeps every asset, deadline, and stakeholder aligned. ClickUp's Calendar view gives marketing teams a visual timeline of every campaign, content piece, and launch date. See deadlines, publish dates, and events across all marketing workstreams in one unified calendar. Filter by channel, campaign, content type, or team. Drag-and-drop to reschedule. Color-code by status or category. Sync with Google Calendar for external deadlines. Combine with Gantt view for campaign dependency mapping. Dashboards track content velocity and deadline adherence. From editorial calendars to campaign launch schedules to social media planning, ClickUp replaces standalone marketing calendar tools. ClickUp gives operations teams a single source of truth for processes, resources, and performance. Map workflows with custom statuses and automations. Track SOPs in Docs. Monitor team capacity with Workload views. Dashboards surface bottlenecks, throughput metrics, and SLA compliance in real time. Custom fields capture cost centers, vendors, locations, and KPIs specific to your operations. Recurring tasks automate routine processes. Dependencies ensure correct sequencing. From supply chain coordination to facility management to internal service delivery, ClickUp scales operational excellence across the organization. ClickUp Docs is purpose-built for process documentation that stays connected to execution. Write SOPs, playbooks, and procedures in rich documents with nested pages, tables, and embedded content. Link directly to the tasks and workflows each document describes. AI generates and updates documentation from your existing processes. Version history tracks changes. Share with permissions controls. Embed Docs in tasks so teams access procedures at the point of work. Unlike standalone wikis, ClickUp Docs live inside your work management platform so documentation stays current as processes evolve. ClickUp is the everything app for work, purpose-built to maximize productivity. Consolidate tasks, docs, chat, goals, and time tracking into one platform, eliminating app-switching that costs teams hours per week. AIpowered Brain automates summaries, drafts content, creates tasks from conversations, and answers questions from your workspace context. Automations handle repetitive work. Templates accelerate recurring processes. Personal views, priorities, and notifications keep individuals focused while teams stay aligned. Companies report saving 58 days per employee per year after switching to ClickUp. One platform, infinite productivity. ClickUp is the world's most powerful and flexible project management platform. Manage tasks, timelines, resources, and budgets in one place with 15+ views including List, Board, Gantt, Calendar, and Timeline. Custom statuses match your exact workflow. Dependencies, milestones, and critical path tracking keep projects on schedule. AI agents handle project briefs, weekly updates, and risk identification autonomously. Real-time Dashboards give stakeholders instant visibility. From agile sprints to waterfall plans to hybrid approaches, ClickUp adapts to any methodology while keeping all project data, docs, and communication unified. ClickUp gives portfolio managers a single pane of glass across all initiatives. Organize projects in Spaces and Folders that roll up to portfolio-level Dashboards. Track status, health, budget, timeline, and resource allocation across every project simultaneously. Custom fields capture strategic alignment scores, ROI projections, and risk levels. Goals and OKRs connect project outcomes to business objectives. AI summarizes portfolio health and surfaces at-risk projects. Compare planned vs. actual timelines and budgets. From PMO governance to executive reporting, ClickUp delivers portfolio visibility that drives better investment decisions. ClickUp turns your work data into actionable reports without spreadsheets or third-party BI tools. Built-in reporting spans time tracking, workload distribution, sprint burndown, goal progress, and team productivity. Dashboards with 50+ widget types let you slice data by assignee, status, priority, date range, or custom fields. Real-time rollups aggregate data across projects and teams automatically. Export reports or share live dashboard links with stakeholders. AI-powered summaries surface trends and blockers instantly. From weekly standups to board-level portfolio reviews, ClickUp reporting keeps everyone informed with zero manual effort. ClickUp gives managers clear visibility into who's doing what and whether capacity matches demand. Workload views show each team member's allocation across all projects in real time. Time estimates and tracking reveal planned vs. actual effort. Dashboards surface over-allocated and under-utilized team members. Drag-and-drop reassignment balances workload instantly. Custom fields track skills, availability, and cost rates. From sprint planning to annual capacity forecasting, ClickUp ensures you're deploying your people where they create the most value without burning them out. ClickUp handles service requests from submission to resolution with forms, automations, and SLA tracking. Intake forms capture request details and auto-create tasks with proper categorization. Automations route requests to the right team based on type, priority, or department. Custom statuses define your resolution workflow. SLA-based due dates and escalation automations ensure timely responses. Dashboards report on volume, response time, resolution time, and satisfaction. From IT help desks to facilities requests to internal service teams, ClickUp delivers structured request management without a dedicated ticketing tool. ClickUp offers the most feature-rich task management on the market. Create tasks with descriptions, subtasks, checklists, attachments, custom fields, dependencies, and time estimates. Organize with statuses, priorities, tags, and multiple assignees. View tasks in List, Board, Calendar, Gantt, or Table. Automate repetitive actions like status changes, assignments, and notifications. AI creates tasks from conversations, suggests priorities, and auto-fills properties. Recurring tasks handle routine work. Batch edit hundreds of tasks at once. From personal to-dos to enterprise workstreams, ClickUp task management scales without limits. ClickUp has native time tracking built directly into every task, no third-party tool needed. Start and stop timers, log time manually, or add entries retroactively. Track billable vs. non-billable hours. Set time estimates and compare planned vs. actual effort. Rollup reports show time by project, assignee, tag, or date range. Dashboards visualize team utilization and profitability. Integrations sync with payroll and invoicing tools. Mobile apps track time on the go. From freelancers tracking billable hours to enterprises analyzing resource allocation, ClickUp time tracking gives you accurate data where the work actually happens. ClickUp brings visual collaboration into your work platform with Whiteboards, mind maps, and real-time coediting across Docs and tasks. Brainstorm on infinite canvases, map processes with flowcharts, wireframe interfaces, and plan visually with sticky notes and connectors. Convert any visual element into a tracked task. Embed live views, documents, and images directly on Whiteboards. Multiple teammates collaborate in real time from anywhere. Proof and annotate creative assets with markup tools. Unlike standalone visual tools, everything in ClickUp connects to execution so ideas become action. ClickUp Whiteboards are the only infinite canvas that connects directly to your task and project management. Brainstorm, diagram, wireframe, and plan visually, then convert shapes and sticky notes into tracked tasks with one click. Real-time collaboration lets distributed teams ideate together. Embed Docs, tasks, and live views directly on the canvas. Use AI to generate diagrams and expand ideas. Link whiteboard elements to existing work so planning connects to execution. From sprint retrospectives to product roadmaps to strategic planning, ClickUp Whiteboards turn ideas into action without leaving your workspace. ClickUp lets you design, automate, and optimize any workflow without code. Custom statuses define your exact process stages. Automations trigger actions based on status changes, due dates, assignments, or field updates. Dependencies and task relationships enforce correct sequencing. Templates standardize repeatable workflows. Board views visualize flow and identify bottlenecks. AI agents handle routine workflow steps autonomously. From simple approval chains to complex multi-team processes with conditional logic, ClickUp adapts to how your team actually works instead of forcing rigid structures. ClickUp helps organizations plan, track, and optimize their workforce across teams and departments. Workload views display team capacity and assignments in real time. Time tracking captures hours by project, client, or task category. Custom fields manage employee attributes like skills, certifications, departments, and locations. Dashboards report on productivity, utilization rates, and goal completion. Automations handle recurring scheduling, reminders, and escalations. From shift coordination to skills gap analysis to performance tracking, ClickUp provides the visibility managers need to keep teams productive and engaged. |
CategoriesJotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction. Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring. Jotform AI Agents are automated tools designed to provide real-time, intelligent customer support across multiple channels, including phone, chat, and messaging apps like WhatsApp and Messenger. These AI agents can handle tasks such as guiding users through forms, answering questions, and automating processes like scheduling appointments. Businesses can fully customize their AI agents’ appearance and behavior to match their brand identity. With multi-language support and 24/7 availability, Jotform AI Agents improve customer satisfaction, reduce response times, and streamline workflows. Additionally, they integrate seamlessly with forms to ensure accurate data collection and enhanced user experience. Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs. Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA. Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely. Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work. Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency. Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency. |
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Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
Business Performance Management Features
Ad hoc Analysis
Supported
Ad Hoc Reports
Supported
Budgeting & Forecasting
Supported
Consolidation / Roll-Up
Supported
Dashboard
Supported
Key Performance Indicators
Supported
Predictive Analytics
Not Supported
Qualitative Analysis
Supported
Quantitative Analysis
Supported
Scorecarding
Not Supported
Strategic Planning
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Not Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Not Supported
Campaign Management Features
Channel Management
Not Supported
Contact Database
Supported
Email Marketing
Not Supported
Event Triggered Actions
Supported
Lead Management
Supported
Multi-Campaign
Not Supported
Collaboration Features
Brainstorming
Supported
Calendar Management
Not Supported
Chat / Messaging
Supported
Contact Management
Supported
Content Management
Supported
Document Management
Supported
Project Management
Supported
Real Time Editing
Supported
Task Management
Supported
Version Control
Supported
Video Conferencing
Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Not Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Not Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Dashboard Features
Annotations
Supported
Data Source Integrations
Supported
Functions / Calculations
Supported
Interactive
Supported
KPIs
Supported
OLAP
Not Supported
Private Dashboards
Supported
Public Dashboards
Supported
Scorecards
Supported
Themes
Supported
Visual Analytics
Supported
Widgets
Supported
Gantt Chart Features
Alerts/Notifications
Supported
Capacity Monitoring
Supported
Color Coding
Supported
Dependency Tracking
Supported
Drag & Drop
Supported
Milestone Tracking
Supported
Progress Tracking
Supported
Task Management
Supported
Templates
Supported
Idea Management Features
Activity Dashboard
Supported
Brainstorming
Supported
Collaboration
Supported
Creator Tracking
Supported
Idea Ranking
Supported
Project Tracking
Supported
Status Tracking
Supported
Issue Tracking Features
Assignment Management
Supported
Dashboard
Supported
Escalation Management
Supported
Issue Auditing
Supported
Issue Scheduling
Supported
Knowledge Base
Supported
Project Management
Supported
Recurring Issues
Supported
Scheduling
Supported
Task Management
Supported
Kanban Features
Collaboration Tools
Supported
Dependency Tracking
Supported
KPI Monitoring
Supported
Milestone Tracking
Supported
Multi-Board
Supported
Prioritization
Supported
Project Planning
Supported
Roadmapping
Supported
Supports Scrum
Supported
Task Management
Supported
Time Tracking
Supported
Productivity Features
Collaboration
Supported
Database Creation
Supported
Document Creation
Supported
File Sharing
Supported
Notes Management
Supported
Office Suite
Not Supported
Presentation Tools
Supported
Project Management
Supported
Task Management
Supported
Team Chat
Supported
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Project Portfolio Management Features
Budget Management
Supported
Collaboration
Supported
Dashboard
Supported
Issue Management
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Project Planning
Supported
Requirements Management
Supported
Resource Management
Supported
Status Tracking
Supported
Task Management
Supported
Time & Expense Tracking
Supported
Reporting Features
Customizable Dashboard
Supported
Data Source Connectors
Not Supported
Drag & Drop
Supported
Drill Down
Not Supported
Email Reports
Not Supported
Financial Reports
Not Supported
Forecasting
Not Supported
Marketing Reports
Not Supported
OLAP
Not Supported
Report Export
Not Supported
Sales Reports
Not Supported
Scheduled / Automated Reports
Not Supported
Resource Management Features
Capacity Management
Supported
Data Visualization
Supported
Demand Forecasting
Supported
Drag & Drop
Supported
Employee Scheduling
Supported
Filtered Search
Supported
Resource Allocation
Supported
Skills Tracking
Supported
Utilization Management
Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Supported
Gamification
Not Supported
Gantt Charts
Supported
Mobile Access
Supported
Percent-Complete Tracking
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Reporting/Analytics
Supported
Spreadsheet View
Not Supported
Task Board View
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
To-Do List View
Supported
Time Tracking Features
Automatic Time Capture
Supported
Billable & Non-Billable Hours
Supported
Billing & Invoicing
Supported
Employee Database
Supported
Expense Tracking
Supported
Mobile Time Tracking
Supported
Multiple Billing Rates
Not Supported
Offline Time Tracking
Not Supported
Online Time Tracking
Supported
Overtime Calculation
Not Supported
Time per Project Reporting
Supported
Timesheet Management
Supported
Vacation / Leave Tracking
Supported
Workforce Management Features
Budgeting & Forecasting
Supported
Contractor Management
Supported
Employee Lifecycle Management
Supported
Labor Projection
Supported
Performance Appraisal
Supported
Recruiting Management
Supported
Scheduling
Supported
Skills Tracking
Supported
Time & Attendance
Supported
Variable Workforce
Supported
|
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Not Supported
Customizable Dashboard
Not Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
Customer Experience Features
Action Management
Supported
Analytics
Supported
Customer Segmentation
Not Supported
Dashboard
Supported
Feedback Management
Supported
Knowledge Management
Not Supported
Multi-Channel Collection
Not Supported
Sentiment Analysis
Not Supported
Survey Management
Supported
Text Analysis
Not Supported
Trend Analysis
Not Supported
Customer Feedback Features
Alerts / Notifications
Supported
Behavior Analytics
Supported
Bug Reports
Supported
Community Feedback Tools
Supported
Live Chat
Not Supported
Negative Feedback Management
Supported
Net Promoter Score (NPS)
Supported
Screenshot / Screen Capture
Not Supported
Surveys
Supported
User Testing Tools
Supported
Video Feedback
Supported
Visual Feedback Tools
Supported
Voice of the Customer (VoC)
Supported
Website Feedback
Supported
Data Entry Features
Abbreviation Detection
Not Supported
Data Capture and Transfer
Supported
Data Cleansing
Not Supported
Data Entry Verification
Supported
Data Search Flexibility
Not Supported
Duplicate Detection
Supported
Flexible Search
Not Supported
Image Entry
Supported
Library Conversion
Not Supported
Mis-Keyed Variation Detection
Not Supported
Phonetic Variation Detection
Not Supported
Donation Management Features
Campaign Management
Supported
Donation Tracking
Supported
Donor Database
Supported
Event Management
Supported
Gift Management
Supported
Grant Management
Supported
In-Kind Donations
Supported
Matching Donations
Not Supported
Mobile Donations
Supported
Online Donations
Supported
Pledge Management
Supported
Receipts / Statements
Not Supported
Recurring Donations
Not Supported
Volunteer Management
Supported
Employee Engagement Features
Benchmarking
Supported
Cultural Alignment
Not Supported
Employee Awards
Supported
Employee Guides
Not Supported
Employee Recognition
Supported
Feedback Management
Supported
Goal Management
Supported
Health & Wellness Programs
Not Supported
Performance Management
Supported
Pulse Surveys
Supported
Employee Recognition Features
eCards
Not Supported
Goals
Supported
Leaderboards / Activity Tracking
Not Supported
Manager-to-Peer Recognition
Supported
Mention Management
Not Supported
Nominations
Supported
Peer-to-Peer Recognition
Not Supported
Performance Management
Supported
Rewards Catalog
Not Supported
Rewards Points
Not Supported
Social Recognition
Supported
Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Supported
Rules-Based Workflow
Supported
Text Editing
Supported
Version Control
Supported
Government Features
Budgeting & Forecasting
Not Supported
Code Enforcement
Not Supported
Compliance Management
Supported
Fixed Asset Management
Supported
Inventory Management
Supported
License Issuance
Supported
Permit Issuance
Not Supported
Purchasing & Receiving
Not Supported
Self Service Portal
Not Supported
Taxation & Assessment
Not Supported
Utility Billing
Not Supported
Work Order Management
Supported
HIPAA Compliance Features
Access Control / Permissions
Supported
Audit Management
Supported
Compliance Reporting
Supported
Data Security
Supported
Documentation Management
Supported
For Healthcare
Supported
Incident Management
Supported
Policy Training
Not Supported
Remediation Management
Not Supported
Risk Management
Supported
Vendor Management
Supported
Higher Education Features
Admissions Management
Supported
Alumni Management
Supported
Assessment Management
Supported
Curriculum Management
Not Supported
Faculty / Staff Management
Supported
Financial Aid Management
Supported
Fundraising Management
Supported
Housing Management
Supported
Scheduling
Supported
Student Information / Records
Not Supported
Student Portal
Not Supported
Market Research Features
Benchmarking
Not Supported
Compensation Management
Not Supported
Data Management
Supported
Email / Online
Supported
Face-to-Face
Not Supported
Panel Management
Not Supported
Paper-Based
Not Supported
Phone-Based
Not Supported
Sample Management
Not Supported
Statistical Analysis
Supported
Survey Management
Supported
No-Code Development Features
AI-Assisted Development
Not Supported
Business Process Automation
Supported
Collaborative Development
Supported
Data Aggregation and Publishing
Not Supported
Deployment Management
Not Supported
Drag & Drop
Supported
Integrations Management
Not Supported
Iteration Management
Not Supported
Performance Monitoring
Not Supported
Requirements Management
Not Supported
Templates
Supported
Visual Modeling
Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Nonprofit Features
Accounting
Not Supported
Committee Management
Not Supported
Donor Management
Supported
Dues Management
Not Supported
Event Management
Supported
Fundraising Management
Supported
Member Database
Supported
Membership Management
Supported
Social Media Management
Not Supported
Volunteer Management
Supported
Online Form Builders Features
Artificial Intelligence
Not Supported
Assign Roles / Permissions
Supported
Collaboration Tools
Supported
Conversational Forms
Supported
Data Tables
Supported
Drag & Drop / No Code
Supported
Export to PDF
Supported
HIPAA Compliant
Supported
Import Existing Forms
Supported
Mobile Forms
Supported
Offline Forms
Supported
Pre-made Templates
Supported
Quizzes / Questionnaires
Supported
Reporting / Data Visualization
Supported
Signup Forms
Supported
Surveys
Supported
PDF Features
Annotations
Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Not Supported
PDF Reader
Supported
Watermarking
Supported
Registration Features
Activity Registration
Supported
Attendance Management
Supported
Badge Management
Not Supported
Calendar Management
Supported
Class Registration
Supported
Contact Management
Supported
Event Registration
Supported
Form Builder
Supported
Group Registration
Supported
Marketing Management
Not Supported
Online Registration
Supported
Onsite Registration
Supported
Payment Processing
Supported
Refund Automation
Not Supported
Self Check-In
Supported
Surveys & Feedback
Supported
Survey Features
Custom Survey URLs
Supported
Data Analysis Tools
Supported
Email Marketing
Not Supported
Mobile Survey
Supported
Offline Response Collection
Supported
Paper Survey
Not Supported
Question Branching
Supported
Question Library
Supported
Site Intercept Survey
Not Supported
Skip Logic
Supported
Supports Audio / Images / Video
Supported
eCommerce Features
Catalog Management
Supported
Channel Management
Not Supported
CRM
Not Supported
Customer Accounts
Not Supported
Data Security
Not Supported
Email Marketing
Not Supported
Inventory Management
Supported
Kitting
Not Supported
Loyalty Program
Not Supported
Mobile Access
Supported
Multi-Store Management
Not Supported
Order Management
Not Supported
Product Configurator
Not Supported
Promotions Management
Not Supported
Returns Management
Not Supported
Reviews Management
Not Supported
SEO Management
Not Supported
Shopping Cart
Supported
Templates
Supported
|
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Integrations
Activepieces
Supported
Airtable
Supported
Causal
Supported
CloudNuro
Supported
Cognito Forms
Supported
Easyflow
Supported
ElectroNeek
Supported
Gmail
Supported
Google Drive
Supported
Google Sheets
Supported
|
Integrations
Activepieces
Supported
Airtable
Supported
Causal
Supported
CloudNuro
Supported
Cognito Forms
Supported
Easyflow
Supported
ElectroNeek
Supported
Gmail
Supported
Google Drive
Supported
Google Sheets
Supported
|
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