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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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
Cloud
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 Supported
Image Entry Supported
Abbreviation Detection Not Supported
Data Cleansing Not Supported
Data Entry Verification Not Supported
Data Search Flexibility Not Supported
Duplicate Detection Not Supported
Flexible Search Not Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Field Sales

Dashboard Management Not Supported
Route Optimization Not Supported
Fast Estimates Not Supported
Invoices Not Supported
Online Payments Not Supported
Time Tracker Not Supported
Controlled Access Not Supported
Workflow Management Not Supported
Collaboration Tools Not Supported
Expense Management Not Supported
CRM Not Supported
Visit Scheduling Not Supported
Territory Management Not Supported
Order Management Not Supported
Inventory Management Not Supported
Lead / Opportunity Management Not Supported
Activity Tracking Not Supported
Channel Management Not Supported
Reporting / Analytics Not Supported
Quoting Not Supported

Field Service Management

Contact Database Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Scheduling Supported
Time Clock Supported
Billing & Invoicing Not Supported
Contract Management Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Service History Tracking Not Supported
Work Order Management Not Supported

Retail Execution

Product Education Not Supported
Pricing / Placement Optimization Not Supported
Product Promotion Strategy Not Supported
Retail Site Audit Not Supported
Inspection Not Supported
Data Collection Not Supported
Workforce Management Not Supported
Collaboration Tools Not Supported
AI / Image Recognition Not Supported

Retail Management

CRM Supported
Commission Management Supported
Email Marketing Supported
Employee Management Supported
Loyalty Program Supported
Mail Order Supported
Merchandise Management Supported
Multi-Location Supported
Order Management Supported
Purchase Order Management Supported
Reporting/Analytics Supported
Returns Management Not Supported
eCommerce Not Supported

Survey

Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Supported
Question Branching Supported
Skip Logic Supported
Supports Audio / Images / Video Supported
Custom Survey URLs Not Supported
Paper Survey Not Supported
Question Library Not Supported
Site Intercept Survey Not Supported

Tradesman Job Management

For Builders Not Supported
For Electricians Not Supported
For HVAC Not Supported
For Plumbers Not Supported
For Roofers Not Supported
For Field Service Businesses Not Supported
Quoting Not Supported
Scheduling Not Supported
Job Tracking Not Supported
Invoicing Not Supported
Reporting Not Supported
Dispatch Management Not Supported
Payments Not Supported
Customer Database Not Supported
Contract Management Not Supported
Time Tracking Not Supported