No lead gets lost.
Formline gives your team a system for contacts, conversations, and follow-ups — on your server, no subscription, no limits.
No subscription fees. You own everything.
Contacts
All leads in one place — profiles, tags, history. Your team always knows what to do.
Pipeline
See where every deal stands at a glance. Nothing gets left behind.
Team Inbox
All messages in one place. Clear ownership. No customer waits.
Who is Formline for?
Leads come in through the website, email, and phone — but end up in different inboxes.
Follow-ups happen through Outlook reminders or get forgotten.
You pay for a CRM your team does not use because it is too complex.
Customer data lives in spreadsheets — and nobody knows what is current.
One profile. Everything in it.
- Profile with all relevant fields
- Complete activity history
- Tags and custom fields for your processes
See where every deal stands.
- Pipeline view with configurable stages
- Deal values and close probability
- Filter by owner, status, and time range
All conversations. One inbox.
- Shared inbox for all channels
- Conversation history right on the contact
- Assignment and status (open/done)
What else is included.
Tools that make your team faster every day.
Instant search (⌘K)
Find any contact or thread in seconds.
Bulk actions
Set tags, assign, change status — for many at once.
Calendar
Scheduled meetings and follow-ups linked to the contact.
Roles & permissions
Control who can see and edit what.
Forms
Leads go directly from your website into Formline.
API & extensible
Connect your website, tools, and automations.
Formline vs. the alternatives
What you get — and what you save.
| Page_Products.comparison_feature | Formline | SaaS CRM (HubSpot, Pipedrive) | Excel / spreadsheet |
|---|---|---|---|
| Monthly cost | 0 € — your server | 50–500 €/month per user | 0 € |
| Ownership | 100% yours | Platform-dependent | Yes, but not a tool |
| Customizable | Fully — at code level | Plugin and plan limits | Everything manually |
| Team-ready | Yes, with roles | Yes, but costs per seat | Barely |
| Data control | Your server, your country | Cloud, mostly US-based | Local, but fragile |
| Extensible | API, modules, automations | Marketplace / add-ons | No |
Monthly cost
Ownership
Customizable
Team-ready
Data control
Extensible
How you get Formline.
No sign-up. No subscription. A clear process.
Conversation
We look at how your team works today and where contacts and deals are getting lost.
Setup
Formline is configured for your processes and installed on your server.
Handover
Team onboarding, data import, and your CRM goes live.
Your team. One system. No lead lost.
Let us see how Formline fits your process.
No subscription. No lock-in. You own everything.