GoFormz is a cloud‑based digital form platform that lets field teams create, deploy, and manage mobile forms with no‑code builders, offline capture, conditional logic, and e‑signatures. The platform validates data at the point of entry and routes it in real time to ERP, CRM, project‑management, and BI systems via pre‑built connectors or APIs, eliminating manual re‑entry and ensuring an auditable single source of truth.
Funding
$20M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
1OFounders
Product
Problem
Field teams in industries such as construction, energy, and field service often rely on paper forms, email chains, spreadsheets, or static PDFs to capture work data. These methods lead to delayed billing, compliance risks, data loss, and extensive manual re‑entry, reducing operational efficiency and profit margins.
Solution
GoFormz provides a cloud‑based digital form platform that lets organizations create, deploy, and manage mobile forms that replicate existing paper workflows. Users can build forms with a no‑code drag‑and‑drop builder, adding conditional logic, required fields, photo capture, GPS, barcode scanning, calculations, and e‑signature fields. The mobile app works offline and syncs data automatically when connectivity returns. Completed form data is validated at the point of entry and routed in real time to ERP, CRM, project‑management, or BI systems via pre‑built connectors, open APIs, or Zapier, eliminating manual re‑entry and ensuring a single source of truth. Built‑in workflow automation and approval routing further streamline approvals and reporting, while compliance features (ESIGN/UETA, HIPAA, GDPR) keep data secure and audit‑ready.
Target Audience
Primary customers are field‑oriented teams in construction, energy, field service, healthcare, manufacturing, and transportation that need to digitize inspections, work orders, timesheets, and compliance forms, as well as the IT/operations groups that manage ERP, CRM, and BI integrations.
Features
- No‑code form builder that preserves the exact layout of existing PDFs, Word documents, or images while adding interactive fields
- Offline‑first mobile app for iOS and Android with photo, GPS, barcode, sketch, and e‑signature capture
- Conditional logic, required fields, calculations, and multi‑step approval routing to enforce data quality at source
- Automatic data routing to hundreds of integrations (Salesforce, Procore, QuickBooks, Microsoft 365, Google Workspace, Box, Dropbox, etc.) and open API/Zapier for custom connections
- Real‑time cloud storage with version control, audit trails, and compliance certifications (SOC 2 Type II, GDPR, HIPAA‑ready)
- Workflow automation engine that can trigger emails, file uploads, and custom tasks without writing code
- Enterprise security features including SSO, 2FA, encrypted databases, and granular user/role management