Formitize vs KoboToolbox

Formitize is a mobile business platform for paperless workflows, combining forms with CRM, job management, scheduling, document management, sales pipeline, quoting, and invoicing. Smart Forms include a drag-and-drop builder, templates, automated actions, API access, and integrations, and can work offline. Operations features cover one-off and recurring jobs, routing, tracking, reminders, and real-time status updates. Smart Assist can handle appointment reminders, job-status updates, invoice creation, lead and quote follow-up, and invoice chasing. Listed integrations include Zapier, Mailchimp, Stripe, QuickBooks, Xero, and Power BI. The platform is available on web and through Apple and Android apps, with API access. The Formitize plan costs $29.99 a month per user; Australian prices exclude GST. A free 14-day trial is available, and the maker says it will build a customer's first form at no charge during the trial. Webforms is a separate paid add-on, priced at $19.99 per month for business clients and from $250 per month for enterprise clients; Australian prices exclude GST.

KoboToolbox is a survey and data collection platform for gathering information online or offline. Forms can include skip logic, validation, guidance, translations, GPS, and multimedia data. Collection is available through KoboCollect or web forms on iOS and desktop devices. The platform provides response analytics and API access, and teams can own members’ projects with role-based permissions for Owners, Admins, and Members. It works with Excel, Google Sheets, Power BI, Tableau, ArcGIS, and Stata, with direct integrations for TolaData and monday.com. Data is encrypted at rest and in transit using SHA-256 with RSA, alongside project-level key encryption. The platform also offers SSO and GDPR compliance. Data hosting is available in 28 countries or on a customer’s own infrastructure. The Community plan is free for nonprofits and includes 5,000 submissions per month and 1 GB of storage. Starter is $21 a month, Professional is $129 a month, and Teams is $249 a month. The maker says the platform is used by 35,000+ organizations across 220+ countries and territories, with 25M+ surveys collected per month.