Introduction

What is Formline?

Formline is the system in which you manage everyone your company deals with: prospects, enquiries, existing customers. Instead of scattered notes, Excel sheets and overflowing inboxes, you have one place that records who enquired, what it was about, who is responsible and what comes next.

What it does better than the familiar names

Formline runs on your own server, costs a one-time fee instead of monthly per person, and hangs directly off your website's forms — an enquiry automatically becomes a contact, no one types it up. You don't pay more just because your team grows, and your customer data doesn't leave the house.

Who it's for

For teams where enquiries come in via several channels and easily get lost: a call no one notes down; an email that fizzles out in the inbox; a form whose entry nobody sees. Formline collects all this in one place and makes visible who is handling what.

What Formline is not

Formline is not an email program and not a newsletter tool. It doesn't replace your inbox but is the memory behind it — it records who you are in contact with and where each relationship stands.