Zerion
Zerion Software provides iFormBuilder, a cloud-based mobile data collection platform with offline-first architecture used by enterprise field teams in agriculture, engineering, healthcare, utilities, manufacturing, food services, and NGOs to capture, sync, and integrate structured field data.
- Company typePrivate
- Founded2003
- HeadquartersHerndon, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Zerion does
Zerion Software Inc. is a privately held enterprise software company headquartered in Herndon, Virginia, that builds iFormBuilder, a cloud-based mobile data collection platform with offline-first architecture supporting iOS, Android, and web clients. The platform enables field teams to capture, sync, and process structured data through customizable forms featuring 35+ field types, a JavaScript-enabled form builder, business rules, conditional logic, and a 'Trust-No-One' field-level encryption architecture backed by SOC 2, HIPAA, GDPR, FISMA, and ISO 9001 certifications. The product is protected by US Patent No. 9,380,034 and extends into Enterprise API access, White Label branded apps, a Sandbox testing environment, Dataflow Automation (big-data ETL), and Zerion Documents (PDF/Word/Excel output generation), with native integrations into Salesforce, Microsoft, Google Workspace, Power BI, SQL Server, ArcGIS, and 1,000+ apps via Zapier.
Zerion monetizes primarily through per-seat monthly and annual subscriptions with custom enterprise quotes, supplemented by usage-based SMS fees and recurring add-on module fees. Its go-to-market combines direct enterprise field sales, an inside sales motion driven by website demo requests, a Solution Provider reseller channel, and a White Label program that allows partners to distribute the software under their own brand through app stores. The company is bootstrapped with no disclosed venture or private equity backing and operates with a small team of 11-50 employees led by Founder and CEO Sze Wong and Chief Operating Officer Tony Ruth.
Its customer base is diversified across at least ten verticals, including agriculture (Bayer CropScience, Driscoll's, Burpee, Tozer Seeds), engineering and environmental (AECOM, Jacobs Engineering, Tetra Tech, Kleinfelder, Dudek, BSA, RJN Group), healthcare (University of Miami Health System, Ecolab, Bausch + Lomb), food services and convenience (KFC, Wawa), utilities and metering (Landis+Gyr, PenTex Energy, Yucaipa Valley Water District), government (Washington State Department of Agriculture, Washington Department of Fish and Wildlife, Lothian Valuation Joint Board, Orange County Mosquito and Vector Control District), NGOs and humanitarian (Concern Worldwide, Samaritan's Purse, Root Capital, The Hunger Project, AIHA), manufacturing (Axalta Coating Systems), and construction (Seymour Whyte, Richford's Fire & Flood Restoration).
Zerion firmographics
Firmographics- Name
- Zerion
- Legal name
- Zerion Software Inc.
- Website
- https://zerionsoftware.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Zerion Software provides iFormBuilder, a cloud-based mobile data collection platform with offline-first architecture used by enterprise field teams in agriculture, engineering, healthcare, utilities, manufacturing, food services, and NGOs to capture, sync, and integrate structured field data.
- Ownership category
- akta.pro rank
Zerion industry classification
Industry- Product category
- Mobile Field Data Collection Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)
- akta.pro secondary industry
- Low-Code/No-Code Application Platforms (HDAEAKAA)
Keywords
Where Zerion is headquartered
LocationHeadquarters
- HQ city
- Herndon
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Zerion business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- iFormBuilder Subscriptions: Core subscription-based revenue model for access to the iFormBuilder platform. Pricing is tiered based on team size and needs, with custom quotes for enterprise deployments. Includes standard features like offline collection, API access, and multi-platform support.
- Per-Seat Licensing: Pricing designed to accommodate business needs and growth. Additional users can be purchased by contacting sales. Each authorized user requires a unique username.
- White Label App Add-On: Premium add-on for organizations wanting their own custom-branded mobile data collection app distributed through app stores or internally.
- Sandbox Environment Add-On: Premium add-on for creating backup environments and safe testing spaces for form changes and API integrations.
- Dataflow Automation Add-On: Premium add-on providing big data capabilities including data management, robust processing, and deep integration with tools like Power BI and Tableau.
- Zerion Documents Add-On: Premium add-on transforming data into document outputs (Word, Excel, PDF) post-collection with merge and distribution capabilities.
- Mobile Message SMS: SMS integration pricing starting at 2 cents per message for the first purchase.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard iFormBuilder |
| Subscription | Annual | Enterprise Plans |
| Subscription | Monthly | White Label Add-On |
| Subscription | Monthly | Sandbox Add-On |
| Subscription | Monthly | Dataflow Automation Add-On |
| Subscription | Monthly | Zerion Documents Add-On |
| Usage-based | Pay-as-you-go | Mobile Message SMS |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels8 records
Zerion product offering
Product offeringCore offering
Zerion's core offering is iFormBuilder, a cloud-based, offline-first mobile data collection platform that enables enterprise field teams to capture, manage, and sync data on iOS, Android, and web devices. The platform includes a JavaScript-enabled form builder with 35+ field types, business rules, conditional logic, barcode scanning, signature capture, GPS, and photo annotation. Add-on modules extend the platform with White Label branded apps, a Sandbox testing environment, Dataflow Automation for big-data processing, Zerion Documents for PDF/Word/Excel output generation, and an Enterprise REST API for custom integrations.
Product overview
Zerion offers iFormBuilder as its core mobile data collection platform, a unified solution enabling offline field data capture across iOS, Android, and web devices. The product portfolio includes enterprise-level data collection with 35+ field types, JavaScript-enabled form customization, and robust integrations. Add-on modules extend the core platform: White Label App enables custom branding and app store distribution; Sandbox provides safe testing environments; Dataflow Automation delivers big data management with Trust No-One encryption architecture; Zerion Documents generates Word/Excel/PDF outputs post-collection; and the Enterprise API enables custom app development and system integrations. The platform serves diverse industries including agriculture, healthcare, manufacturing, utilities, engineering, food services, cannabis, convenience, NGOs, and electric sectors.
Differentiator
Problem solved
Functional benefit
Brands
- iFormBuilder: Zerion's signature mobile data collection platform enabling field inspections, work order management, and asset management with offline capabilities.
Products and services
- iFormBuilder Zerion's flagship mobile data collection platform for enterprise field teams performing inspections, work order management, and asset management. Supports offline data capture with automatic sync, customizable forms with 35+ field types including barcode scanning, signature capture, GPS, and photo annotation. Available across iOS, Android, and web with Enterprise API access.
- White Label App Custom-branded version of iFormBuilder allowing organizations to deploy the platform under their own brand identity. Includes custom color schemes, logos, support links, version control, and barcode scanning license. Can be distributed through App Store, Google Play, or via direct link.
- Sandbox Environment On-demand testing environment that creates a live or historic snapshot of the production environment. Enables troubleshooting, testing integrations, and modifying forms without affecting live production. Supports retrieving lost data within 14 days and uploading forms to live account via Form Packager.
- Dataflow Automation Enterprise-grade data management platform providing big data capabilities including data import from any source, encrypted Trust No-One architecture, filtering and transformation of data, and automated actions such as sending emails, creating dashboards, writing to SQL Server, and generating custom PDFs.
- Zerion Documents Document generation solution that transforms collected data into outputs including Word, Excel, and PDF formats. Data from one form can be merged into different documents and distributed to multiple locations post-collection.
- Enterprise API REST API enabling enterprise customers to build custom applications and integrations, connect iFormBuilder to CRM or database systems, and manage data programmatically. Available exclusively for Enterprise and Solution Provider accounts.
- Conversational AI Data Collection Conversational AI capability within the Zerion platform that enables teams to collect data through natural language dialogue with a virtual assistant in the field, eliminating the need for traditional structured forms.
- Mobile Message SMS SMS integration service for sending data and notifications, with usage-based pricing starting at 2 cents per message on first purchase.
Quantifiable outcome
- Bayer CropScience reduced field trial reporting time from 7 days to real-time across 12 countries
- +2 more outcomes
Companies that use Zerion
Customer profileNamed customers33 records
Segments10 records
Ideal customer profiles3 records
Zerion technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration23 records
AI capability2 records
Feature10 records
Zerion partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core.
- ArcGIS OnlinecoreVisualization integration allowing users to create or update features on maps using iFormBuilder data.
- BoxcoreStorage integration for photos, drawings, signatures, and other media collected in iFormBuilder.
- DropboxcoreDirect storage of collected media including photos, drawings, signatures, and audio recordings into Dropbox.
- Google DrivecoreStorage integration for collected media including photos, drawings, signatures, and audio recordings.
- Google SheetscoreReal-time data feeding directly into existing Google spreadsheets from iFormBuilder forms.
- Google DocscoreCustom Google document creation using data from iFormBuilder forms, stored in Google Drive or emailed to stakeholders.
- Microsoft OneDrivecoreStorage integration for collected media including photos, drawings, signatures, and audio recordings.
- Microsoft SharePointcoreEnterprise storage integration for collected media including photos, drawings, signatures, and audio recordings.
- SalesforcecoreSend data to Salesforce CRM to create cases, tasks, new accounts, and more directly from iFormBuilder data.
- Power BIcoreAnalyze and visualize raw data from iFormBuilder for actionable insights.
- SQL ServercoreUse existing SQL Server database to store data from iFormBuilder data tables, create new rows, update existing data.
- ZapiercoreIntegration with 1000s of applications through Zapier's automation platform.
- SlackcoreIntegrate data with Slack to communicate real-time information into Slack Channels.
- WebhookscoreSend data to any endpoint on the web for integration with third-party applications, view insights in real-time.
- WebMergecorePopulate custom documents with iFormBuilder data using fillable PDFs, Word, Excel, PowerPoint or custom formats.
Scale indicators3 records
Recent moves5 records
Expansion highlights6 records
Zerion competitors and assessment
Company assessmentDirect peers
- Fulcrum: Fulcrum is a mobile data collection platform offering customizable forms with offline sync, GIS mapping, and workflow automation. It is the closest direct competitor to iFormBuilder, serving similar field-data-collection use cases across industries like utilities, agriculture, and inspections.
- KoboToolbox: KoboToolbox is an open-source mobile data collection platform widely used by NGOs, humanitarian organizations, and researchers for field surveys. It competes directly with Zerion's NGO segment and is comparable in offline-first form-based data capture.
- Device Magic: Device Magic provides mobile forms and field-data-collection software with offline capabilities, barcode scanning, and integrations with enterprise systems. It targets the same enterprise field-data-collection buyer as Zerion across construction, utilities, and inspections.
- FastField: FastField offers a mobile forms and data collection platform with offline mode, dispatch, and a low-code form builder. It overlaps directly with iFormBuilder in construction, manufacturing, and field-service use cases.
- SurveyCTO: SurveyCTO is a mobile and offline data collection platform for research, M&E, and survey-based field work. It overlaps with iFormBuilder's NGO, agriculture research, and government monitoring use cases, particularly in low-connectivity environments.
- TrueContext (formerly ProntoForms): TrueContext is a field-service and mobile data collection platform aimed at enterprise field operations, with offline forms, dispatch, and integrations with Salesforce and other systems. It directly competes with Zerion in field inspections, work orders, and asset data capture for utilities and engineering firms.
Broad incumbents
- Salesforce Field Service: Salesforce offers field service, mobile workforce, and CRM-integrated data collection capabilities that overlap with iFormBuilder, especially given Zerion's native Salesforce integration. As a broad enterprise platform, Salesforce bundles competing functionality with much greater scale and distribution.
- ServiceNow: ServiceNow provides enterprise workflow, field service, and low-code app-building capabilities that can substitute for parts of iFormBuilder's offering. As a large incumbent platform, it competes with Zerion for enterprise mobility and digital workflow spend.
- Microsoft Power Apps: Power Apps is Microsoft's low-code platform for building custom business apps, including mobile forms and field-data workflows, tightly integrated with Microsoft 365, Dynamics, and Azure. It competes with Zerion's customizable form builder and Enterprise API among enterprise customers.
- Google AppSheet: AppSheet is Google's no-code platform for building mobile and web apps from spreadsheets and data sources, including field-data forms. As part of Google Workspace, it competes with Zerion at the low-code/no-code form-builder layer for enterprise customers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Zerion social profiles
Digital presenceZerion compliance and trust
Trust signalCompliance6 records
Zerion financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zerion leadership team
Management profileNumber of profiles
Profiles3 records
Zerion funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zerion M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zerion
What does Zerion do?
Zerion's core offering is iFormBuilder, a cloud-based, offline-first mobile data collection platform that enables enterprise field teams to capture, manage, and sync data on iOS, Android, and web devices. The platform includes a JavaScript-enabled form builder with 35+ field types, business rules, conditional logic, barcode scanning, signature capture, GPS, and photo annotation. Add-on modules extend the platform with White Label branded apps, a Sandbox testing environment, Dataflow Automation for big-data processing, Zerion Documents for PDF/Word/Excel output generation, and an Enterprise REST API for custom integrations.
Is Zerion a public or private company?
Zerion is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Zerion founded?
Zerion was founded in 2003. It employs 11 to 50 people.
Where is Zerion based?
Zerion is headquartered in Herndon, United States, in the North America region.
How does Zerion make money?
Seven revenue lines are on record. iFormBuilder Subscriptions are the primary driver. The others are per-Seat Licensing, white Label App Add-On, sandbox Environment Add-On, dataflow Automation Add-On, zerion Documents Add-On and mobile Message SMS.
Who are Zerion's main competitors?
Direct peers on record are Fulcrum, KoboToolbox, Device Magic, FastField, SurveyCTO and TrueContext (formerly ProntoForms). Broad incumbents are Salesforce Field Service, ServiceNow, Microsoft Power Apps and Google AppSheet.
Does Zerion have an API?
Yes. Enterprise API that allows customers to interact with iFormBuilder data, build custom apps and integrations, and connect iFormBuilder to CRM or database systems. Available for Enterprise and Solution Provider accounts. The API supports data processing, account management, and custom integrations. Developer documentation is at www.iformbuilder.com.
What industry is Zerion in?
Zerion's product category is Mobile Field Data Collection Software. Its primary akta.pro industry code is HDAEAKAK, Data App Builders (Forms, Portals & Internal Tools), with a secondary code of HDAEAKAA, Low-Code/No-Code Application Platforms. Its NAICS code is 51821 and its SIC code is 7372.