What is Formaloo? | Help center

Formaloo is an all-in-one, data-driven platform that helps teams turn forms into powerful tools, from multi-step approval workflows to secure client portals.

Create, automate, and share smarter forms, custom apps, and dashboards in a matter of minutes – all without switching tools, or writing a single line of code.

Getting started with Formaloo is free – you can build unlimited forms, apps, and dashboards right away. The Free plan includes all the essentials to explore what Formaloo can do, whether you're experimenting solo or testing ideas with your team.

As your needs evolve, you can always unlock more capacity – be it additional records, submissions, or collaborators – whenever it makes sense for you.

💡 What can you build with Formaloo?

With Formaloo, you can create way more than just forms – think personalized surveys and tailored onboarding journeys, elevated approval workflows, interactive membership portals, dynamic quote calculators, and whatnot:

🧠 Forms with conditional logic: Build a personalized journey – new employee or customer onboarding forms, application or registration forms, lead capture forms – with tailored follow-ups and more.	🔢 Calculator & estimate forms: Build instant quote estimation tools, calculator widgets to engage your audience (BMI, ROI, etc), automate employee evaluation.	📈 Custom dashboards & tracking apps: Stay on top of processes and updates – a sales performance tracker, a project or issue tracking app – and simplify data analysis and reporting.
📋 Personalized surveys: Capture insights – employee or customer feedback, market research insights, NPS / CSAT – to spot trends, patterns and keep track of key metrics.	🚦 Approval workflows: Automate multi-step processes – job applications, expense approvals, content sign-offs, or time-off approvals – with instant notifications, status tracking, and handoffs.	📇 Custom CRMs: Bbuild your dream sales platform – automate lead generation and management, personalize customer onboarding, build a ticketing system – and turn user behavior into insights.
🤝 HR management tools: Personalize and effortlessly track all stages from job applications and employee onboarding to engagement and 360 reviews – with time-saving automations and instant notifications.	🏠 Client portals: Build secure, digital spaces – LMS portals, client onboarding hubs, employee or patient portals, bulletin boards, or custom ticketing systems – to simplify communication, data tracking and management.	📣 Marketing suites: Anything from targeted lead generation and market research forms to interactive customer engagement dashboards and NPS tracking – all in one place.
🎯 Quizzes & Polls: Build self-grading quizzes – for personality / skill assessment – with real-time scoring and personalized outcome. Gather votes and opinions, post-event feedback, course feedback, customer satisfaction scores with polls.	✍️ Signature forms & custom PDFs: Create or share custom, fillable e-sign documents – contracts, approvals, NDAs, event registrations, patient intake & consent forms — and keep track of e-signed files with instant notifications.	🤖 Chatbots & custom AI tools: Engage your audience and automate repetitive tasks – with no-code chatbots for lead capture, product recommendations, and customer support, or custom AI tools for content creation and data analysis.

💡 Need a head start?

At Formallo, we have a curated template gallery featuring 30+ categories and over 200 awesome ready-made app and form templates for real-world use cases – from HR dashboards and client portals to AI-powered quizzes and smart feedback surveys.

Each template is ready-to-use yet fully customizable, allowing you to tailor it to your specific needs in minutes.

In this Help Center section, you can also find the most popular use cases with real-world examples and how-to's to spark your creativity.

⚙️ How it works?

In just four easy steps you go from blank canvas to live project – build your form or app, shape its layout, add smart flows, and share it with anyone in a snap:

Create your first form, app, or portal in a flash - from scratch or using one of the ready-made, fully-customizable templates,
Customize the layout to fit your needs, and tweak the design to reflect your brand,
Add logic and automation to build personalized, time-saving flows for your team or audience,
Share your form or app with your team or audience by grabbing a link or embedding it onto your website.

🙋‍♀️ Who is Formaloo for?

Here’s how different teams put Formaloo to work – find your use case and start building your perfect solution in no time:

👩‍💻 👨‍💻 Agencies: • Forms & surveys • Customer portals • Custom dashboards • Proposals & contracts	💼 Sales: • CRMs & lead management • Sales automations & insights • Account management	🚀 Startups: • Lead generation • Custom CRMs • Customer satisfaction • Market research
🧑‍⚕️ HR teams: • Medical records • Patient portals • HIPAA-compliant forms • Patient feedback	🏥 Healthcare: • Employee engagement • Employee onboarding • 360-degree feedback • Applicant tracking system	⚙️ Operations: • Approval forms • Internal portals • Feedback surveys • Warehouse management
🛒 E-commerce: • Product recommedners • Pricing quotes • Order forms • Custom stores	🎉 Event organizers: • Registration forms • Post-event surveys • Live Q&A • Event reporting	🌍 Remote teams: • Employee onboarding • Pulse surveys • Project trackers • Employee engagement

Any of the above or 🏢 Enterprise: to build and tweak your own data-driven tools with powerful logic and AI smarts – secure, compliant, and ready to grow with you.

🌟 Why choose Formaloo?

If you’re wondering what makes Formaloo tick, here’s why teams stick with it:

🔄 All-in-one platform:
Create forms, apps, dashboards, or portals – without switching tools, or writing a single line of code.

🔒 Enterprise-ready:
Single sign-on (SSO), self-hosting, GDPR & HIPAA compliance – secure and flexible for teams of any size.

🧠 Powerful logic & automations:
Not just surveys, but business tools, time-saving workflows, and tailored journeys.

⏱️ Fast & easy to launch:
Go live in minutes with 200+ ready-made templates, built for real-world use cases.

💾 “Memory Forms”:
Forms that auto-populate users' past answers – so you never ask twice.

Formaloo integrations

How to create an employee suggestion action survey

How to change the name and image of the app in Formaloo 3.0

What is Formaloo AI

Create your first form, app, or portal in a flash