Problem
Customer Success teams spend hours per week searching through tools to prep for meetings.
Searching through emails, transcripts, and CRMs takes hours of time per week. Formata's AIÂ agents do the heavy lifting for you.
Calculate your ROI
Get 2 Weeks Free With Enterprise Sign Up!
Turn Scattered Customer Data Into Your Biggest Advantage
Formata uses AI agents to unify your team's customer data and automate tasks to help post-sales teams unlock hidden expansion revenue.
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Solution
Personalized account briefs,
before every call
Formata searches through your unstructured data to generate accurate meeting prep and account overviews that are more than just a health score.
Customer Context
Customer context is scattered — we bring it all together so your team is always on the same page.
Simple Integration
Connect your existing Google, CRM, and Slack accounts in minutes - without engineering help.
Slack Assistant
AI-powered meeting prep nd recaps sent to you in Slack, before and after every customer meeting.
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Solution
Unify your team's data and refocus your team on customer retention - not tracking down emails.
Automatically update and track customer data across your entire organization, no manual field entry required.
Book a Demo TodaySetup
Simple Setup and Monitoring.
Our goal is to provide a simple setup so you don't have to ask your engineers for help and can get back to helping your customers.
Pricing & Plans
Try for Free Today
If you do not see a plan that fits your needs, please contact us at sales@formata.io
Starter
What’s included:
Unlimited Team Members
1 Slack Assistant per Seat
Essential Integrations
AI-Powered Meeting Prep & Recaps
No Credit Card Required
5 Day Free Trial
Enterprise
What’s included:
Everything in Starter Plan
Priority Supprt
Group Onboarding and Training
Custom Integrations
Advanced Customer Insights
2 Weeks Free with Enterprise Plans
Starter Plan
Individual
Perfect for beginners exploring crypto management tools.
$299
/ per month
What’s included:
Manage up to 10 users with ease
Simplify HR with tools for employee records
Attendance, and leave management
Access basic reporting to track and analyze
Growth Plan
for 2 to 50 users
Perfect for beginners exploring crypto management tools.
$599
/ per month
What’s included:
Manage up to 10 users with ease
Simplify HR with tools for employee records
Attendance, and leave management
Access basic reporting to track and analyze
FAQ
Your questions answered
Have questions about Formata? Here are some of the most common questions to help you get started.
Still have questions?
Can’t find the answer you’re looking for? Contact us or book an intro call below.
Is Formata suitable for startups?
Do you offer a free version?
Do you have enterprise options?
Try Formata Today
Make it effortless for your customer success team to surface, capture, and reuse customer knowledge
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