Problem
Customer Data is Scattered
Searching through customer Slack threads, emails, and CRMs takes hours of your time per week. Formata does the heavy lifting for you.
Get 2 weeks free with sign up!
Automatically Track Customer Data Across Your Whole Team
AI that is built with customer success and post-sales teams in mind.
Automate meeting prep, updating customer data, and more.
.svg)
Made by founders from
Solution
Personalized account briefs,
before every call
Formata searches through your Slack, Email, CRMs, meeting transcripts, and more to generate accurate meeting prep that's 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-generated meeting briefs sent to your Slack, 30 minutes before every customer meeting.
.png)
Solution
Team Knowledge Graph
Automatically update and track customer communications and data across your entire organization, no manual field entry required.
Setup
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
Start Saving Time Today
If you do not see a plan that fits your needs, please contact us at sales@formata.io
Starter
What’s included:
1 Seat
Slack Assistant
Standard Integrations
Unlimited Meeting Briefs
Dedicated Support
2 Weeks Free with Sign Up
Enterprise
What’s included:
Unlimited Seats
Slack Assistant
Advanced Technical Support
Custom Integrations
Team Knowledge Graph
2 Weeks Free with Sign Up
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
.png)
.png)
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.