Design reports, set up flows

Create lists, custome reports, document drafts, and more

Settings

Every organization needs customization. Fertimo offers a variety of settings to meet your business needs.

Customize settings

Customize settings

Set up what to display and allow or disallow actions

  • Set up what to display
  • Allow or disallow actions to be taken on specific pages
Document drafts

Document drafts

Create document drafts, manage multiple versions, and translate into different languages

  • Create invoice and contract drafts to print and send
  • Manage multiple versions of the same document
  • Create different language versions
  • Use smart fields to automatically fill in data
  • Show or hide fields based on the document type
Selections

Selections

Create lists for different pages, allow multiple selections. For example yoi can create payment methods and selectible options for it

  • Lists like, payment options, customer and product segments, etc
  • Create lists for different specific pages
  • Allow multiple selections in the list

Workflow, Designer, API

In many cases, you may need to connect your data to various apps. Our designer allows you to create smart actions and send events to Zapier, enabling seamless integration and automation across your apps.

Workflow designer

Workflow designer

Workflow designer is a powerful tool that allows you to create custom workflows and automations. You can connect to other apps, create custom actions, and set up triggers to automate your business processes.

  • Design custom workflows and automations
  • Create custom actions and set up triggers
  • Connect to other apps and send events using Zapier
Reports

Reports

Sometimes, default reports arent sufficient, requiring the use of other applications to present information in a usable format. Fertimo allows you to create custom reports to analyze your data and make informed decisions.

  • features.designer.reports.designCustomReports
  • features.designer.reports.selectDataSources
  • features.designer.reports.chooseViewType
  • features.designer.reports.pivotTables
API

API

Dedicated API you can integrate with to access information stored in Fertimo and perform CRUD operations

  • Integrate with other services and tools
  • Sell online, and track sales on your website/App
  • Allow users to access their data and perform operations
  • Book classes, manage visits, and track attendance

undecided?

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We have a FREE version