Dataforma
Dataforma : Reviews, Pricing, Features & Alternatives
$69.00
Dataforma is a Professional Services Automation Software. Price : $70 (free trial available). Review Dataforma : Overview & Pricing
Dataforma Overview : Features, Pricing, Reviews & Alternatives
Dataforma is a Professional Services Automation Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Dataforma is listed as a Professional Services Automation Software and Finance Software for companies and is used for Field Service Management, Plumbing, Field Activity Management, Roofing …
Dataforma price starts from $ 69,99 per user and per month (free trial available).
Dataforma is the cloud-based provider of cloud-based software and business management services for roofers and electricians.
Field service management tool for the plumbing and HVAC industries
What is Dataforma ?
Dataforma is cloud-based field service management software designed to help companies in the electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, billing, and more. It enables entrepreneurs to manage projects, create proposals, track leads, and monitor marketing campaigns on a unified platform.
In business since 2003 and incorporated in 2004 in York, PA, Dataforma offers a self-titled field and contact service management solution for the construction and roofing industry. Founded by experts with extensive experience in the roofing industry, cloud computing and software development, Dataforma is the largest provider of cloud-based business management software and services in the roofing industry.
Dataforma is a roofing project management software that streamlines tasks from tracking leads, deals, and proposals to document management, billing, internal reporting, it has an online roofing management program, all the information and capabilities needed to operate more efficiently and effectively are at your fingertips. wherever your work takes you. Schedule work and dispatch teams from a color-coded dashboard based on location, type of work, and availability.
Dataforma Review : Pros & Cons
Pros & Cons
When it comes to finding the right Professional Services Automation tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Dataforma, and as you may have guessed from the title, this review will tell you more about Dataforma’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Dataforma Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Dataforma Cons
– Con : Not always the cheapest option : Professional Services Automation Software average cost is $ 34 .
– Con : Custom integrations can come at a price.
Dataforma Features
Here is the list of the main features of this computer software :
– API
– Billing & Invoicing
– CRM
– Calendar Management
– Commercial
– Contact Database
– Contract/License Management
– Customer Database
– Dispatch Management
– Electronic Signature
– Inspection Management
– Job Management
– Maintenance Scheduling
– Mobile Access
– Online Time Clock
– Payment Collection in the Field
– Photo Capture
– QuickBooks Integration
– Quotes/Estimates
– Routing
Main function & Pro Features
– API
– Billing & Invoicing
– CRM
– Calendar Management
– Commercial
– Contact Database
– Contract/License Management
– Customer Database
– Dispatch Management
– Electronic Signature
– Inspection Management
– Job Management
– Maintenance Scheduling
– Mobile Access
– Online Time Clock
– Payment Collection in the Field
– Photo Capture
– QuickBooks Integration
– Quotes/Estimates
– Routing
Dataforma Integrations
Dataforma integrates with more than 4 applications & plugins like ComputerEase Cloud, FOUNDATION and Quickbooks Online (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Dataforma integrations
– Quickbooks Online
– FOUNDATION
– ComputerEase Cloud
– Sage 50cloud
Dataforma Pricing
The Dataforma pricing plan starts from $ 69,99 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Dataforma offers several pricing plans :
– Standard : $ 69,99 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –
| Standard | Start | Professional | Enterprise | Premium |
| $69,99 | – | – | – | – |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Available
Free plan : No information
Freemium : No information
Starting price : $ 69,99
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Dataforma is a cloud-based Professional Services Automation platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
dataforma is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux / IBM OS-400 / Solaris …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : 24/7 Live support, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …
Hotline : Yes
Training options : In Person, Live Online, Videos …
Industry & Customers
Who use Dataforma ?
This software package is tailored to business needs : Medium Company, Large Company, SME …
This web-based application is recommended for trades : Finance, Marketing, Human Ressources …
This cloud software is used in the sectors : Immovable …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Non Profit, Public Administration, Freelancer …)
Dataforma Screenshots & Images : UI, dashboard …
Dataforma Business Software Pricing
Dataforma Features & Overview
Dataforma Screenshot
Videos
This video is no longer available
Dataforma Reviews
Here is our opinion on Dataforma : this is an excellent professional services automation software to recommend .
Dataforma User Reviews & Ratings
Online and customer reviews of Dataforma software are quite plentiful and overall very positive :
Overall rating : 4,5/5
Value for money : 4/5
Functionality : 3,9/5
Usefulness : 4/5
Ease of use : 4/5
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Dataforma
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Dataforma ? What is your likelihood to renew ?
FAQs
Why use a Professional Services Automation Software ?
Professional Services Automation (PSA) software is designed for service-oriented organizations that need to automate their processes and streamline their operations, including administration, service delivery, and next-generation business. PSA software is essentially enterprise resource planning (ERP) software for a professional services firm. PSA software typically includes project management, resource management, timesheet management, and financial accounting features. Professional services automation (PSA) software improves project monitoring: time management, expense management, invoicing.
According to various sources, most used business software are : Netsuite OpenAir (market share : 48,90%), Accelo (18,20%), Microsoft Dynamics SL (4,30%), Deltek GCS Premier (2,00%), Deltek Costpoint (0,60%), Unit4 Business World (0,10%)
Main functions are : Project management, Project accounting, Time and expense tracking, Billing and invoicing, help desk, Knowledge and document management
Main characteristics are : helpdesk, it management, msp, msps, network monitoring, psa, remote administration, rmm, remote monitoring, software updater, ticket tracking, alphacontrol, asset management, software as a service, servicedesk, Invoicing, Trading and Monitoring, Network Monitoring, Gantt Charts, Workflow Automation, Cascade Methodology Support, Project and Financial Reporting
Professional Services Automation Software Average Price : from $ 15,00 to $ 79,00 with an average price of $ 34,00 . We have identified more than 48 competitors on the market.
Professional Services Automation Software Review
Company details
Developed by DATAFORMA, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Professional Services Automation Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit dataforma.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Dataforma is independent in order to highlight the strengths and weaknesses of this Professional Services Automation Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Dataforma Alternatives
If you’re understanding the drawbacks and you’re looking for a Dataforma alternative, there are more than 36 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Dataforma
– Dynamics 365
– Synchroteam
– Jobber
– Vonigo
– Service Fusion
– Ds Premier
– Peopleware
– Fusion Project
– Tenrox Psa
– Dataforma
You can also take a look at other business apps, like our POSNation review and our Toky review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Professional Services Automation Software compare to Dataforma when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
