CRM Apps

Preview: Landscaping CRM App

Landscaping CRM App helps landscaping and lawn care businesses manage day-to-day customer relationships alongside the work happening in the field. Use it to capture new opportunities through lead intake, keep an organized view of active jobs, maintain a crew directory for quick assignment and contact lookup, and stay on top of invoices as projects move forward. It fits owner-operators, office managers, and growing teams who need one place to track prospects, convert them into scheduled work, and follow the money without juggling spreadsheets, texts, and scattered notes.With Jotform, you can turn this app template into a branded, client-ready workspace using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and data collection workflows so updates are captured consistently, then share the app link with your team for fast self-service access on any device. As your operation expands, you can adjust pages, add steps, and organize information around how your landscaping business actually runs.

Preview: B2B Sales App

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.

Preview: Coaching Client Onboarding App

The Coaching Client Onboarding App is an app template for independent coaches, consulting teams, and coaching practices that need a consistent way to welcome clients and prepare new engagements. It brings client intake, progress check-ins, and submission review into one accessible experience. Coaches can gather goals, availability, contact details, and consent information before sessions begin, then follow each client’s wins, blockers, and next steps over time. Linked coaching resources give clients convenient self-service access to relevant materials. This organized approach reduces scattered communication, helps coaches understand client needs sooner, and creates a clearer transition from initial onboarding to ongoing support.Jotform makes this Coaching Client Onboarding App easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Update pages, buttons, content, and branding to match a coaching program without writing code. Connect forms and tables to support data collection, organize client records, and keep each workflow in one place. Coaches can also configure notifications, add approval or payment steps when needed, and publish the finished app through a direct link, QR code, or embedded experience. Jotform app templates provide a practical starting point for creating a mobile-friendly client journey that can evolve alongside individual services, group programs, or a growing coaching team.

Preview: Dating Interaction Tracker App

The Dating Interaction Tracker App is an app template for individuals and dating coaches who want a consistent way to organize dating contacts and remember important conversations. Users can add contacts, log interactions, review follow-up dates, and keep relevant notes together rather than relying on scattered messages or memory. It is useful for reflecting on communication patterns, preparing for future conversations, and staying aware of planned follow-ups. Coaches may also adapt it to support clients who want a more intentional approach to dating while keeping each person’s records clearly organized.Jotform makes this app template easy to personalize with a no-code app builder and a flexible drag-and-drop interface. Adjust pages, colors, fonts, buttons, and navigation to match personal preferences or a coaching workflow. Connected forms support consistent data collection, while organized records make contact and interaction details easier to browse. The finished app can be accessed on mobile devices and shared through a direct link or QR code, offering a convenient self-service experience without requiring users to build an app from scratch.

Preview: Lead Capture CRM App

Lead Capture CRM App is an app template for sales teams, consultants, agencies, contractors, and growing businesses that need a central place to collect and manage prospective customer details. It supports lead capture through a connected form, organized lead browsing, follow-up recording, and sales reporting without scattering information across separate tools. Team members can review contact details, pipeline value, lead sources, and upcoming follow-ups to prioritize opportunities and maintain consistent outreach. This setup is especially useful for inbound sales, campaign responses, event prospects, service inquiries, and field-based lead collection.Jotform helps teams turn this Lead Capture CRM App into a branded, mobile-friendly workspace using a no-code app builder and drag-and-drop interface. Users can customize pages, cards, buttons, navigation, and visual elements while connecting data collection forms and related workflows. Lead records can be organized with Jotform Tables, and notifications can keep sales activity moving after new entries or updates. Start with one of Jotform’s ready-made App Templates, adapt the app template to your sales process, and share it through a direct link or QR code for convenient team access.

Preview: Pharmaceutical Field Force Management App

The Pharmaceutical Field Force Management App gives pharmaceutical sales teams, field representatives, regional managers, and operations staff a central place to coordinate provider outreach and product-related activity. Representatives can browse provider and product records, log field visits with outcomes and next follow-up dates, and report issues that require attention. Activity reports help managers review work across territories, while organized professional and practice information gives representatives useful context before each interaction. The app supports consistent recordkeeping, clearer follow-up planning, and better visibility into daily field operations without relying on scattered notes or disconnected files.Jotform App Templates make it easier to turn recurring business processes into mobile-friendly experiences. Using Jotform’s no-code app builder and drag-and-drop interface, teams can customize this app template with branded pages, cards, forms, and navigation that fit their workflow. Connected forms support data collection from the field, while records can be organized through Jotform Tables and related tools for convenient review. Publish the app through a direct link or QR code so representatives can access resources and complete tasks wherever their work takes them.

Preview: Real Estate Investment App

Real Estate Investment App helps investors, real estate teams, and small firms review opportunities, compare deals, and keep property information organized in one place. Use it to explore a list of properties, open a property profile to view key numbers like purchase price and monthly rent, and keep notes on investment status as a deal moves from research to decision. It’s also a practical choice for partnerships or syndicates that want a consistent way to collect new property leads, since team members can submit properties for review without scattering details across messages and spreadsheets.Built with Jotform, this app template brings your workflow into a mobile-friendly, self-service experience you can share with your team or stakeholders. Customize pages, cards, and buttons with a drag-and-drop interface, connect the app to forms and tables for reliable data collection, and keep updates in one source of truth as your pipeline grows. Whether you’re evaluating rentals, tracking expenses, or estimating appreciation, Jotform makes it easy to publish a branded app that supports faster decision-making without code.

Preview: Green Vehicle Loan CRM App

Green Vehicle Loan CRM App helps auto dealers, financing teams, and sustainable mobility programs manage green vehicle financing leads from first contact to follow-up and application review. Use it to capture new finance leads, guide prospects into a loan application, and keep conversations moving with scheduled follow-ups so no opportunity gets lost. It’s a practical fit for showrooms promoting electric or hybrid inventory, lenders running eco-focused offers, and brokers who need one place to connect applicants with the right vehicle and next step.Built with Jotform, this app template brings lead intake, loan workflows, and inventory browsing into a single self-service experience you can share in minutes. Customize pages with a drag-and-drop interface, link cards and buttons to the right forms, and keep your data collection organized as your pipeline grows. Whether you’re coordinating internal reviews or giving prospects a simple way to explore green vehicles and start applying, Jotform Apps makes it easy to publish a polished CRM app without code.

Preview: Customer Reviews Dashboard App

Customer Reviews Dashboard App brings your customer feedback into one place so you can collect reviews, browse published responses, and spot trends that affect retention and reputation. It’s a practical fit for retail teams, service businesses, SaaS companies, restaurants, clinics, and any organization that wants a consistent way to capture customer sentiment and share highlights internally. With quick navigation to submit a review, browse review records, and view insights, the app supports day-to-day follow-up on ratings, recommendations, and product or service experiences without digging through scattered messages.Built with Jotform, this app template helps you launch a branded review experience fast using a no-code app builder and a drag-and-drop interface. Connect your review form and tables to keep data collection organized, route feedback into the right workflow, and keep self-service access simple for customers and staff. Customize pages, add your own questions, and publish with a shareable link so your team can monitor feedback and keep improving the customer experience.

Preview: Medical Spa CRM App

Medical Spa CRM App helps medical spas and aesthetic clinics organize client relationships from first inquiry to post-treatment follow-ups. Use it to add new clients, keep key contact details and preferences in one place, and guide staff to the next step with quick actions for creating appointments and reviewing follow-ups. It’s a practical fit for front-desk teams, providers, and managers who need a clear view of clients, upcoming visits, treatment history, and open inquiries without juggling scattered notes.With Jotform App Templates, you can turn your everyday processes into a mobile-friendly self-service experience using a no-code app builder and a drag-and-drop interface. Connect forms to data collection and workflow steps like intake, appointment scheduling, treatment records, and follow-up requests, then share the app with your team through a link or QR code. Customize pages, branding, and navigation so your Medical Spa CRM App matches how your clinic works.

Preview: Crm Reservations App

Crm Reservations App brings customer records and booking details into one place so teams can manage reservations with less guesswork. It’s useful for service businesses that schedule appointments or reservations and want a clearer view of who’s booked, what’s coming up, and what’s already completed. With quick navigation to customer lists and booking lists plus a simple way to add a new customer or create a new reservation, it fits front-desk staff, owners, and small sales or service teams that need a lightweight CRM-style view without juggling multiple tools.Jotform makes it easy to turn this app template into a branded, shareable experience using a no-code app builder and a drag-and-drop interface. Connect pages to your existing forms and data collection flows, then publish for self-service access or internal use. As your workflow grows, you can refine navigation, add steps for approvals, and keep your reservation data organized so your team can act faster and stay consistent across every booking.

Preview: Grounds Maintenance Lead Management App

Grounds Maintenance Lead Management App is a ready-to-use app template for landscaping contractors, property maintenance providers, field service teams, and sales coordinators who need a practical way to manage prospective customers. Teams can capture new leads, review contact and site information, understand requested services, and plan timely follow-up from one organized location. Lead insights also help managers evaluate opportunities and keep sales activity visible. Whether inquiries come from property managers, homeowners, commercial facilities, or community organizations, this app reduces scattered records and helps teams respond with greater consistency.Jotform Apps makes it easy to adapt this Grounds Maintenance Lead Management App to an existing sales workflow without writing code. Use the drag-and-drop interface to adjust pages, navigation, colors, fonts, and branded visual elements. Connect forms for data collection, organize lead records with Jotform Tables, and add approvals or other workflow steps as operations evolve. The app can be shared through a direct link, QR code, or embedded experience, giving office staff and field teams mobile-friendly access. Jotform App Templates offer a quick starting point for building a polished self-service experience that supports faster lead handling and more coordinated follow-up.

Preview: Email Campaign Management App

The Email Campaign Management App provides marketing teams, agencies, consultants, and growing businesses with a central place to plan email campaigns and review their progress. Users can browse campaign records, view scheduled dates and audience details, submit new campaign information, and report results such as sent volume, open rate, and click rate. This app template keeps campaign briefs, audience notes, message summaries, and performance insights accessible to everyone involved. It is especially useful for teams replacing scattered documents and disconnected updates with a consistent workflow that supports clearer handoffs, easier oversight, and informed campaign decisions.Jotform App Templates help organizations turn recurring processes into interactive, mobile-friendly experiences without coding. Customize the Email Campaign Management App with the drag-and-drop app builder, adjust its pages and branding, and connect forms or tables for organized data collection. Teams can add approval steps, notifications, resource links, and other workflow components as their needs evolve. Once ready, publish the app through a direct link, QR code, or embedded experience so employees and collaborators can access campaign resources from virtually any device.

Preview: Corporate Vehicle Rental CRM App

The Corporate Vehicle Rental CRM App is an app template for rental agencies and corporate mobility teams that need one place to manage business customers, vehicles, reservations, and related service activity. Staff can create or update rental reservations, review customer and company details, check vehicle availability and daily rates, and access maintenance records without switching between disconnected tools. It supports reservation coordinators, account managers, fleet administrators, and operations teams handling short-term or recurring corporate rentals. Centralizing these activities helps reduce duplicate data entry, gives teams clearer visibility into pickup and return dates, and keeps customer relationships connected with rental operations.Jotform Apps turns this template into a customizable workspace using a no-code app builder and an intuitive drag-and-drop interface. Teams can adjust pages, navigation, buttons, and branding, then connect forms and tables to support data collection and rental workflows. The app can be shared by direct link or QR code for convenient mobile access, making it useful at rental counters, offices, and vehicle handoff locations. With Jotform App Templates, businesses can create a focused self-service and staff experience while keeping vehicle, customer, reservation, and maintenance information organized.

Preview: Marketing Project Inquiry App

The Marketing Project Inquiry App gives marketing teams, agencies, consultants, and internal departments a central place to receive and evaluate requests for campaigns, creative work, content, research, and other marketing projects. Requesters can submit a new project inquiry, while authorized team members can browse existing inquiries and review insights that support planning and prioritization. This app template helps replace scattered messages and inconsistent request methods with a clear intake experience, making it easier to understand demand, identify project needs, and prepare informed next steps.Jotform App Templates make it simple to adapt this experience to an organization’s intake and project management workflow. Using Jotform’s no-code app builder and drag-and-drop interface, teams can customize pages, navigation, visual styling, and connected forms without writing code. Collected data can feed into organized records and related processes, giving stakeholders a convenient self-service destination for submitting requests. Once ready, the app can be shared by direct link or QR code for easy access across desktop and mobile devices.

Preview: Dance School Lead Management App

Dance School Lead Management App is an app template for dance school owners, admissions teams, studio managers, and instructors who need a reliable way to organize prospective student inquiries. It brings lead capture, follow-up recording, and enrollment outcome review into one accessible experience. Teams can add new prospects, view essential contact and status information, and maintain a clear history of outreach as families or adult learners consider classes. This focused approach helps prevent missed inquiries, supports timely communication, and gives staff better visibility into which prospects require attention. It is especially useful during enrollment periods, trial class promotions, open houses, and ongoing marketing campaigns.With Jotform Apps, teams can adapt this app template through a no-code app builder and an intuitive drag-and-drop interface. Forms, tables, workflows, navigation elements, and notifications can be connected to support consistent data collection and day-to-day lead management. Users can customize the appearance, organize resources for mobile access, and share the finished app through a direct link or QR code. Starting with customizable App Templates reduces setup time while giving dance schools room to match their processes, branding, and self-service needs without writing code.

Preview: Photography Session Intake App

Photography Session Intake App is a client intake and session preparation workspace for independent photographers, studio teams, and creative service businesses. It gives staff one place to start a new intake, browse submitted records, and review key details such as contact information, shoot location, group size, session notes, and a reference image. Use this app template before portrait sessions, family shoots, events, commercial photography, or other planned assignments where expectations and logistics need to be clear. Keeping client preferences and practical information together reduces missing details, supports better preparation, and helps photographers maintain a consistent process from inquiry to shoot day.Jotform Apps makes it easy to adapt the Photography Session Intake App without writing code. Use the no-code app builder and drag-and-drop interface to update pages, branding, navigation, and content for the way your photography business operates. Connected forms support organized data collection, while tables, notifications, approvals, and related workflow tools can help staff manage each request after it arrives. Like other App Templates from Jotform, the finished app can be shared through a direct link or QR code for convenient mobile access, giving team members a practical self-service resource wherever sessions are planned.

Preview: Subscriber Registration App

Subscriber Registration App gives membership teams, publishers, associations, service providers, and community managers a central place to enroll subscribers and review their records. A connected registration form captures new sign-ups, while a browsable subscriber list makes it easy for authorized team members to find individual profiles. Key details such as email, start date, plan, status, and subscriber interests help teams understand their audience and manage ongoing relationships. This app template is useful for organizing subscription programs, maintaining an accessible directory, reducing scattered records, and supporting timely follow-up without relying on separate registration and tracking tools.With Jotform Apps, teams can adapt this App Template through a no-code app builder and an intuitive drag-and-drop interface. Update pages, navigation, colors, fonts, and branding to match the subscription experience, then connect forms, tables, approvals, or other workflow steps as needs evolve. The app can be shared by direct link or QR code for convenient mobile access, giving subscribers a simple registration journey and staff a practical self-service resource for data collection and record management.

Preview: Wealth Sales Follow-Up App

Wealth Sales Follow-Up App gives wealth sales professionals and financial service teams a focused workspace for managing prospect relationships after an initial inquiry or conversation. Teams can capture prospect details, browse contact records, and log interactions with next follow-up dates, priorities, statuses, notes, and planned actions. This makes it easier for sales representatives, advisers, account teams, and managers to maintain timely outreach without relying on scattered notes or disconnected spreadsheets. Clear contact histories support more consistent conversations, while visible follow-up timing helps teams identify prospects who need attention and coordinate ownership across the sales process.With Jotform, this app template can be adapted through a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, adjust navigation, update fields, or connect forms and tables to support data collection and your preferred workflow. Notifications and connected processes can help teams act on new prospect entries or upcoming tasks, while self-service access gives authorized staff one convenient place to review information from a phone, tablet, or computer. Jotform App Templates can be shared with a direct link or QR code, making the finished app easy to introduce across an office, remote sales group, or growing client development team.

Preview: Initial Intake App

The Initial Intake App gives service teams, consultants, support staff, and growing businesses a central place to receive and review new client or customer inquiries. Users can start a new intake, browse previous submissions, and review essential contact information, request details, follow-up preferences, request types, and current statuses. This app template works well for consultations, service requests, prospective client screening, project inquiries, and other early-stage interactions. By keeping intake records accessible in one organized experience, teams can reduce missed information, prepare for follow-up conversations, and move each request to the appropriate next step.Jotform App Templates help organizations create accessible digital experiences without writing code. With Jotform’s no-code app builder and drag-and-drop interface, teams can adapt the Initial Intake App to their branding, intake process, and workflow. Connected forms support data collection, while organized pages make submitted information easier to browse from a phone, tablet, or computer. Add helpful content, adjust navigation, connect approvals or other workflows, and share the finished app through a direct link or QR code. This flexible approach supports both customer self-service and internal record review as intake needs evolve.

Preview: Customer Intake Form App

The Customer Intake Form App gives service teams, consultants, contractors, and growing businesses a central place to collect and review new customer requests. Customers can submit intake details, while authorized team members can browse requests and open individual records showing key information such as the request type, preferred contact method, and email address. It is useful for initial consultations, project inquiries, support requests, account setup, and other situations where consistent information is needed before work begins. By replacing scattered emails and manual notes with an organized intake experience, teams can respond with better context, reduce missing details, and keep new opportunities visible.Jotform helps businesses turn this app template into a branded, mobile-friendly experience without writing code. Its drag-and-drop app builder makes it easy to adjust pages, navigation, colors, fonts, and content while maintaining a modern layout. Teams can connect forms to data collection and workflow tools, provide self-service access, and share the finished app through a direct link or QR code. Among ready-to-use App Templates, this option offers a practical starting point that can be customized and published quickly as intake needs evolve.

Preview: Call Follow-Up App

The Call Follow-Up App is a centralized workspace for recording conversations, reviewing call records, and keeping next steps visible after every customer or prospect interaction. Sales representatives, account managers, consultants, service teams, and small businesses can use it to document new follow-ups, monitor statuses and due dates, and review insights that reveal outstanding work. By keeping caller details, contact information, notes, and required actions together, the app reduces missed commitments and helps teams maintain consistent communication. It is especially useful for lead nurturing, customer check-ins, consultation follow-ups, renewal outreach, and service resolution.Jotform makes this app template easy to adapt without coding. Its no-code app builder and drag-and-drop interface let teams adjust pages, navigation, branding, and connected workflows to suit their call process. Users can connect forms for data collection, organize records for quick browsing, and provide mobile-friendly access for staff working from different locations. As part of Jotform’s App Templates, the Call Follow-Up App can be shared through a direct link, a personalized app address, or an embedded experience, giving teams a convenient way to support collaboration and manage follow-up activity.

Preview: Cleaning Service Lead Matching App

The Cleaning Service Lead Matching App is a ready-to-use app template for collecting cleaning requests and connecting prospective customers with suitable service providers. Cleaning companies, referral networks, property managers, and home service teams can use it to manage residential or commercial opportunities from one convenient location. Customers can submit a cleaning lead with details such as service area, preferred date, property size, and requested service types. Teams can then review leads, present relevant provider matches, and give users access to provider profiles and contact options. This organized experience reduces manual lead handling, helps providers identify suitable jobs, and gives customers a clearer path from an initial request to direct contact.Jotform makes this app easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Customize pages, navigation, colors, fonts, and branding to fit your cleaning business or referral process, then connect forms and tables to support data collection and workflow management. You can update provider resources, organize incoming requests, and create a convenient self-service journey without writing code. Jotform App Templates can also be shared through a direct link or QR code, giving customers and providers mobile-friendly access wherever they are.

Preview: Wellness Lead Management App

The Wellness Lead Management App is an app template for wellness practices, independent professionals, studios, consultants, and sales teams that need a clear way to organize prospective client relationships. Teams can capture new leads, review each contact in a visual pipeline, and coordinate timely follow-ups without relying on scattered notes or disconnected records. Contact details, lead sources, pipeline stages, and follow-up dates remain easy to access, helping users prioritize promising opportunities, maintain consistent outreach, and guide interested prospects toward consultations, memberships, or wellness services.Jotform App Templates make it easier to turn lead collection and relationship management into a convenient, mobile-friendly experience. Using Jotform’s no-code app builder and drag-and-drop interface, teams can customize pages, branding, navigation, and connected workflows without programming. Forms, tables, notifications, and other resources can work together to support accurate data collection and faster action. Publish the app through a direct link or QR code to give staff a central workspace for lead management while creating a repeatable process that can grow alongside the organization.