Audience

Mobile Task Management for teams

About FORM MarketX

Sell more with FORM MarketX, the market execution app that guides, tracks, and improves performance in real-time. Create & assign dynamic tasks in a drag-and-drop builder. Guide task completion on mobile with context for teams. Gain actionable insights with real-time reporting. Schedule and send the right task to the right person at the right time—every time— using our no-code task builder. Choose from 12 task types, including image recognition, and use conditional logic to save teams time responding. Configure push notifications and alerts to track results and resolve issues in real-time. Assign photo tasks to your field sales teams and capture live images of execution from any location. See real-time execution of merchandising and SOPs with data and images geo-stamped by location, time, and user. View and export photos in PDF, Powerpoint, or shareable links for easy distribution.

Pricing

Starting Price:
$25 per user per month

Integrations

Ratings/Reviews

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Company Information

FORM.com
Founded: 2002
United States
www.form.com/products/field-sales-management-app/

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online

FORM MarketX Frequently Asked Questions

Q: What kinds of users and organization types does FORM MarketX work with?
Q: What languages does FORM MarketX support in their product?
Q: What kind of support options does FORM MarketX offer?
Q: What other applications or services does FORM MarketX integrate with?
Q: Does FORM MarketX have a mobile app?
Q: What type of training does FORM MarketX provide?
Q: How much does FORM MarketX cost?

FORM MarketX Product Features

Data Entry

Data Capture and Transfer
Image Entry
Abbreviation Detection
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Dashboard Management
Route Optimization
Fast Estimates
Invoices
Online Payments
Time Tracker
Controlled Access
Workflow Management
Collaboration Tools
Expense Management
CRM
Visit Scheduling
Territory Management
Order Management
Inventory Management
Lead / Opportunity Management
Activity Tracking
Channel Management
Reporting / Analytics
Quoting

Field Service Management

Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Time Clock
Billing & Invoicing
Contract Management
Quotes / Estimates
Routing
Service History Tracking
Work Order Management

Retail Execution

Product Education
Pricing / Placement Optimization
Product Promotion Strategy
Retail Site Audit
Inspection
Data Collection
Workforce Management
Collaboration Tools
AI / Image Recognition

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Question Branching
Skip Logic
Supports Audio / Images / Video
Custom Survey URLs
Paper Survey
Question Library
Site Intercept Survey

Tradesman Job Management

For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
For Field Service Businesses
Quoting
Scheduling
Job Tracking
Invoicing
Reporting
Dispatch Management
Payments
Customer Database
Contract Management
Time Tracking