B2B Sales App

About this template

B2B Sales App helps sales teams organize account-based selling in one place, so reps can move opportunities forward without losing track of conversations, next steps, and deal status. Use it to review your pipeline, capture and qualify new leads, and keep a lightweight activity log that supports consistent follow-up across accounts. It fits inside sales, business development, and revenue operations workflows, especially for teams that want a simpler alternative to sprawling systems while still keeping visibility for managers and collaborators.

With Jotform, you can turn this app template into a branded sales workspace using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for fast data collection, route updates through repeatable workflow steps, and keep lead information organized so your team can act on it quickly. Share the app as a self-service hub for internal use, publish updates instantly, and adjust pages as your pipeline stages and prospecting process evolve.

Related templates

Custom Proposal App

Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!

Go to Category:Finance Apps
Preview

Author Marketing App

An author marketing app is used by authors and writers for sharing their work with their readers. Want to know how to sell books online? This Author Marketing App from Jotform allows authors to create a one-stop-shop for their readers to order books, message the author, follow the author’s social media accounts, or join an email list. Authors can also create a bio page, announce upcoming books, and showcase other titles on the app’s main page by uploading book covers to an image carousel.Personalize this app template with just a few clicks using Jotform’s no-code app builder. Simply drag and drop to add or change form elements, choose fonts and colors, upload a custom avatar and background image, add payment integrations, and much more. Once you’re satisfied, easily share your app with your readers by embedding it in your website or social media, or by sharing the app link in a newsletter email. Create a fully customizable app for marketing your writing and connecting with your readers with this Author Marketing App from Jotform.

Go to Category:Online Store Apps
Preview

Simple Accounting App

Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.

Go to Category:Company Portal Apps
Preview

Black Friday App

Does your store need an easy way to sell your Black Friday merchandise and notify shoppers of hot deals? Look no further than this ready-made Black Friday App from Jotform. Add items, item descriptions, current deals and coupons, and more depending on your business’ needs. Then simply share your app with customers via email, QR code, or by linking straight to your mobile app in your social media bios.Use this Black Friday App ready-made, or customize it to match your store’s look and feel in just a few clicks. Our drag-and-drop builder makes it simple to add your own personal touch. Pick fonts and colors you like, upload images, integrate with helpful payment processors, and more. Engage smarter with your customers with this Black Friday App from Jotform.

Go to Category:Product Selling Apps
Preview

Bank Reconciliation App

Bank reconciliation is the process in which a bank account’s balance is reconciled to the amount reported by a financial institution according to the account’s most recent statement. To carry out this process in the easiest way possible, consider using Jotform to create a Bank Reconciliation App for internal use. Add forms to record new transactions, make detailed reports, and more! To share this app with others, simply link to it directly, share via QR code, or embed it in your online workspace.Need to make changes to how your Bank Reconciliation App looks? Just use our drag-and-drop app builder to do so. Upload personal branding assets, change fonts and colors, integrate with helpful payment or scheduling tools, edit letter text, and more depending on your needs. Make bank reconciliation easier for all parties with Jotform.

Go to Category:Finance Apps
Preview

Expense Report App

An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.

Go to Category:Company Portal Apps
Preview