Formtasks

Don’t wait to simplify and improve your processes

Process, automate and secure your organization’s data. The best tool for the progressive automation of your business.

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Grow your business without losing track of your operations

Give your organization a tool that understands your processes better and that secures and standardizes your internal procedures.

  • Secure your users’ data
  • Increase your teams’ efficiency
  • A 100% Quebec application
  • Automate your processes

Get more from your forms

Access every tool you need to energize your internal processes.

Two-factor authentication

Stronger security that asks for two steps to prove your identity before you can access your account.

Data deletion period

The option to schedule automatic deletion of information after a set period, for greater privacy and compliance.

Automation and notifications

Rules that automatically trigger actions and send alerts based on form submissions.

User GPS position

Records the geographic location when a form is submitted, useful for certain checks or contextual information.

Cumulative data system

Collects and compiles data from several forms so you can avoid duplicates.

Software integration

Connect FormTasks with the other tools and platforms you already use (CRM, spreadsheets, and more) for a smoother workflow.

Full access history

A detailed register of who accessed the system and when, improving transparency and security.

Easy to use

An intuitive, simple interface that does not require deep technical knowledge to be used effectively.

Electronic signature

Sign forms digitally, which is practical and legally binding.

Several access levels

Different permission levels can be assigned to users, controlling what they can see and do in the system.

Built-in chat

A messaging system inside the platform so users can communicate and collaborate.

Multi-process data integration

Combine data from different sources in your forms and processes.

Custom forms

Create forms tailored exactly to your needs, with the fields and logic you want.

Billing and payment system

A feature for the financial side of your forms or processes, such as collecting payments.

Multilingual system

The platform is available in several languages, which makes it easier for international teams or users who speak different languages.

Dedicated mobile app

An application designed for phones and tablets so you can access and manage FormTasks on the go.

Higher productivity

Automate manual actions, reduce errors and save time.

Centralized operations

Run every operation in a single tool and cut down on mistakes.

100% customizable

Add features as you need them, such as integrations, advanced automations and custom permissions.

Control over how data is used

Protect your organization’s data effectively.

Innovative technology that learns and keeps improving

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The solution to all your form-management problems

The impact on our clients is more than significant.

Formtasks changes the way people do business — from security to finance and beyond. We keep expanding into new industries around the world.

See our clients’ success

Accelerate your business today

Find and manage your clients at scale.

Let’s start!