CRM Apps

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: 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: Medical Field Sales CRM App

The Medical Field Sales CRM App is a mobile-friendly workspace for medical sales representatives, account managers, and commercial teams that need to manage relationships while working across territories. It brings medical accounts, prospective leads, and field visit records into one organized experience. Representatives can add medical accounts, capture sales leads, and log field visits soon after meetings, while current CRM records remain easy to browse. This helps healthcare suppliers, medical device businesses, laboratory service providers, and other medical sales organizations maintain clearer records, support timely follow-ups, and give managers better visibility into field activity.With Jotform, teams can adapt this app template to their sales process without writing code. The drag-and-drop app builder makes it easy to update pages, branding, navigation, and connected forms as territories or reporting needs change. Collected information can flow into organized tables and related workflows, helping teams reduce scattered notes and repeated manual entry. The finished Medical Field Sales CRM App can be shared through a direct link or QR code, giving representatives convenient access from phones, tablets, and computers. Jotform App Templates also provide a practical starting point for creating a branded self-service workspace that supports consistent data collection across the sales team.

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: Customer Number Lookup App

The Customer Number Lookup App is a self-service app template for organizations that need to give customers and staff a convenient way to find customer numbers and review related account records. Users can browse customer entries, open a record to view the customer name, service area, and latest update information, and submit a correction request when details appear inaccurate. Customer service teams, utilities, membership programs, account managers, and administrative departments can use it to reduce routine lookup inquiries and maintain clearer records. By keeping essential account information and correction requests in one accessible experience, the app supports faster assistance and more dependable data collection.Jotform helps teams turn this Customer Number Lookup App into a branded resource without writing code. Its no-code app builder and drag-and-drop interface make it easy to adjust pages, cards, buttons, colors, and navigation. Teams can connect forms, tables, notifications, and workflow steps so correction requests reach the appropriate staff and record updates remain organized. The finished app can be shared through a direct link or QR code and accessed from phones, tablets, and computers, giving customers a practical self-service option while helping employees manage requests from a central location.

Preview: Agricultural Customer Management App

Agricultural Customer Management App brings customer records, farm details, service requests, and visit notes into one accessible workspace. It is a practical app template for agricultural suppliers, field service teams, crop advisers, farm cooperatives, and other organizations that manage ongoing relationships with growers. Staff can browse customers, review essential farm information, create service requests, and log farm or follow-up visits. Keeping these activities connected helps teams prepare for appointments, respond to customer needs, preserve field observations, and maintain continuity when several employees support the same account.Jotform makes this Agricultural Customer Management App easy to adapt without coding. Using the no-code app builder and its drag-and-drop interface, teams can update pages, navigation, buttons, visual styling, and connected forms to match their workflow. Information collected through the app can support organized data collection and reduce reliance on scattered notes or disconnected files. Start with one of Jotform’s ready-made App Templates, tailor the layout to your agricultural services, and share the finished app through a direct link or QR code. The result is a mobile-friendly resource for customer management, field coordination, and staff self-service.

Preview: Small Business Inquiry App

The Small Business Inquiry App gives prospective customers a clear way to contact a small business about its products, services, partnerships, or other topics. Visitors can browse inquiry topics, select the most relevant subject, share their details through a connected form, and understand how follow-up will occur. This app template suits local service providers, consultants, retailers, independent professionals, and growing teams that need a more organized alternative to scattered emails or generic contact pages. It supports lead capture, directs questions to the right context, and creates a consistent starting point for customer conversations.With Jotform Apps, businesses can customize this Small Business Inquiry App through a no-code app builder and an intuitive drag-and-drop interface. Pages, navigation cards, buttons, forms, branding, and supporting content can be adjusted without programming. Teams can connect data collection to tables, notifications, approvals, and other workflow steps, creating a convenient self-service experience from initial inquiry through internal review. Jotform App Templates can also be shared by direct link or QR code, making the finished app easy to access on phones, tablets, and computers.

Preview: Client Communication App

The Client Communication App is an app template for managing client requests, communication history, and planned follow-ups from one organized location. Consulting firms, agencies, account managers, customer service teams, freelancers, and other client-facing businesses can use it to maintain consistent communication across active relationships. Team members can submit requests, browse client records, and track follow-up actions without relying on scattered notes or disconnected messages. Clear visibility into client context and upcoming contact helps staff respond with greater continuity, coordinate ownership, reduce missed follow-ups, and deliver a more attentive client experience.Jotform Apps makes this Client Communication App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Businesses can adjust pages, navigation, branding, and connected forms to support their preferred workflow and data collection process. The app can bring communication resources and actions into a mobile-friendly self-service experience, then connect captured information with tables, notifications, approvals, and other Jotform workflows. Start with one of Jotform’s App Templates, customize it for your team, and publish it through a direct link, QR code, or embedded experience.

Preview: Catering Sales Tracker App

Catering Sales Tracker App gives catering companies a central place to capture inquiries, manage sales opportunities, record confirmed bookings, and review reports. This app template is useful for catering sales managers, event coordinators, restaurant catering teams, and independent caterers who need a clearer view of prospective and booked business. Teams can organize contact details, guest counts, service types, estimated values, follow-up dates, and contract values without relying on scattered notes or disconnected spreadsheets. It supports consistent data collection, timely sales follow-up, and a more visible workflow from the first inquiry through the final booking.Jotform Apps helps businesses turn processes into interactive, mobile-friendly experiences with a no-code app builder and an intuitive drag-and-drop interface. Start with this Catering Sales Tracker App, customize its pages and branding, and connect forms, tables, approvals, or other workflows as your operation grows. Jotform app templates can be shared through a direct link or QR code, making information accessible to authorized team members wherever they work. Updates can be made without coding, helping catering teams maintain a practical sales workspace that supports collaboration, reporting, and faster access to current records.

Preview: Tax Client Referral App

Tax Client Referral App gives tax professionals, accounting teams, and financial advisory practices a central place to collect and manage prospective client introductions. Team members and referral partners can submit a referral, browse existing records, review contact details and referral sources, monitor each prospect’s status, and record follow-up activity. This organized experience helps practices avoid misplaced introductions, maintain visibility across the referral process, and respond to promising prospects at the right time. It is especially useful during busy tax seasons, ongoing client acquisition campaigns, and partner referral programs.Jotform makes it easy to adapt App Templates to the way your team works. Using the no-code app builder and its drag-and-drop interface, you can update pages, branding, navigation, and connected forms without programming. Link the app template to tables and workflows for organized data collection, timely notifications, and accessible follow-up records. Once ready, share the app through a direct link or QR code so employees and referral partners can access it from a phone, tablet, or computer. Jotform turns referral intake and tracking into a convenient self-service experience while keeping related resources together.

Preview: Home Buyer Onboarding App

Home Buyer Onboarding App gives real estate professionals a central place to guide prospective buyers through the early stages of purchasing a home. Agents, brokers, buyer representatives, and small real estate teams can use this app template to collect buyer intake details, receive supporting documents, and evaluate potential properties. Buyers can share their budget, timeline, preferred area, and contact information while accessing property guidance and clear next steps. This organized experience reduces scattered emails, keeps essential buyer information easier to find, and creates a convenient self-service path for clients beginning their home search.Jotform Apps helps teams turn onboarding workflows into accessible, mobile-friendly experiences without writing code. Start with one of the ready-made App Templates, then use the no-code app builder and drag-and-drop interface to adjust pages, branding, navigation, and content. Forms and connected data collection can remain within the same experience, making it easier to manage buyer information and related workflows. Once customized, the app can be shared through a direct link or QR code, giving buyers and team members convenient access from nearly any device.

Preview: Field Sales Survey App

The Field Sales Survey App gives sales representatives and managers a mobile-friendly place to document customer and prospect visits, review previous visit records, submit product feedback, and view survey insights. It suits field sales teams, account managers, territory representatives, distributors, and growing businesses that need consistent information from customer-facing activity. By keeping observations, visit context, follow-up details, photos, ratings, and competitive findings connected, the app helps teams identify market patterns, prepare for future conversations, and make informed sales decisions.Jotform Apps makes this app template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, navigation, colors, fonts, and branding while connecting forms and tables to support data collection and workflow management. Publish the app through a direct link or QR code so representatives can reach it from a phone, tablet, or computer. These App Templates help businesses create practical self-service experiences without coding, bringing field reporting and relevant resources into one accessible location.

Preview: Mortgage Leads CRM App

Mortgage Leads CRM App gives mortgage brokers, loan officers, lending teams, and real estate finance professionals a central place to capture prospects and manage ongoing conversations. Team members can add mortgage leads, browse individual loan profiles, and log follow-up activity while keeping lead status, scheduled contact, and outcomes visible. This focused approach to data collection helps users prioritize promising opportunities, avoid missed follow-ups, and maintain consistent records throughout the mortgage inquiry process.Built with Jotform Apps, this app template can be adapted to match a team’s sales process without writing code. Use the drag-and-drop app builder to adjust pages, navigation, buttons, colors, and branding, then connect forms, tables, notifications, approvals, or other workflow steps as needed. Jotform App Templates make it easier to create a mobile-friendly workspace for lead management and team self-service. Once ready, share the Mortgage Leads CRM App through a direct link or QR code so authorized team members can access current lead information from nearly any device.

Preview: Professional Profile Management App

Professional Profile Management App helps teams create, organize, and maintain professional profiles in one place so people can be discovered, reviewed, and kept up to date. Use it to browse profiles in a list, open an individual profile to view key details, and guide contributors to submit new or updated information through a connected profile form. It’s a practical fit for HR and People Ops, staffing and recruiting teams, consulting firms, agencies, member organizations, or any department that needs a reliable directory of expertise across roles, industries, and locations.With Jotform, you can turn this app template into a polished, self-service experience without coding. Customize pages with a drag-and-drop interface, adjust the profile checklist and standards content to match your organization, and connect the app to forms and tables to support ongoing data collection and workflow updates. Share the app by link or QR code for quick access, keep profile resources easy to find, and maintain a consistent, branded experience as your directory grows.

Preview: Travel Partnership CRM App

Travel Partnership CRM App helps travel agencies, tour operators, and destination management teams organize partnership relationships in one place, from onboarding new partners to keeping opportunities and follow-ups moving forward. Use it to capture partner details, log new revenue opportunities, assign ownership, and record next steps so nothing gets lost when multiple team members manage the same accounts.Built with Jotform, this app template combines a mobile-friendly experience with a no-code app builder and drag-and-drop interface, making it easy to tailor your pages, branding, and workflow as your partner network grows. Connect buttons to forms for fast data collection, keep your records organized in connected tables, and share the app with internal teams so updates to partners, opportunities, and follow-ups stay consistent and easy to track.

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: 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: Tax Client Pipeline App

The Tax Client Pipeline App is a ready-to-use app template for accounting firms, tax professionals, bookkeepers, and finance teams that need a clear view of every client engagement from intake through filing. It brings new engagement capture, pipeline review, and progress tracking into one accessible workspace. Teams can monitor filing deadlines, pending follow-ups, and outstanding documents without relying on scattered spreadsheets or disconnected messages. This organized approach helps staff prioritize urgent work, maintain accurate client records, identify stalled engagements, and coordinate responsibilities during busy filing periods.With Jotform Apps, teams can adapt this Tax Client Pipeline App using a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, update navigation, connect intake forms, and link information to tables, approvals, notifications, and other workflow steps. Jotform App Templates make it easier to launch mobile-friendly tools for data collection, internal collaboration, and guided self-service without writing code. Once customized, the app can be shared by direct link or QR code, giving authorized staff a convenient way to review pipeline activity wherever work happens.

Preview: Client Paperwork Intake App

Client Paperwork Intake App provides consulting firms, agencies, contractors, professional service teams, and independent providers with a central place to collect and review paperwork from new or existing clients. Clients can submit required information and supporting documents through a clear intake experience, while staff can browse individual client records and reference contact details without sorting through scattered emails. This app template is useful for onboarding, project preparation, account updates, service requests, and other processes that depend on receiving complete paperwork before work can begin. It reduces manual follow-ups, keeps intake records organized, and gives clients a convenient self-service option.Jotform Apps helps teams turn this workflow into a polished, mobile-friendly experience without writing code. Use the drag-and-drop app builder to adjust pages, cards, buttons, navigation, colors, and fonts to match your process and visual identity. You can connect forms for data collection, organize submitted details in tables, add approval steps, and trigger notifications for timely follow-up. Once customized, the app can be published and shared through a direct link or QR code, making Jotform app templates a practical starting point for consistent client intake across office and remote service settings.

Preview: Customer Lead Onboarding App

Customer Lead Onboarding App gives sales, marketing, consulting, and service teams a central place to review new prospects and move them toward a successful start. Team members can browse lead records, open individual profiles, and view essential details such as contact information, primary needs, onboarding stage, and expected start date. Direct email and phone actions make timely follow-up easier. This app template is especially useful for small and medium-sized businesses that need clearer lead visibility, more consistent handoffs, and a practical way to keep prospective customers from being overlooked during onboarding.With Jotform Apps, teams can turn lead intake and follow-up processes into an accessible, interactive experience without writing code. Customize this Customer Lead Onboarding App through a drag-and-drop interface, connect it to forms and tables for data collection, and organize resources around your workflow. Jotform app templates can also be adapted with branded pages, cards, buttons, and navigation. Once ready, share the app through a direct link or QR code so authorized team members can access lead information from desktop or mobile devices and support faster, more coordinated customer engagement.

Preview: Wholesale Property Opportunities App

Wholesale Property Opportunities App is a centralized resource for presenting, reviewing, and submitting off-market or wholesale real estate opportunities. It helps property wholesalers, acquisition teams, investors, brokers, and real estate groups keep potential deals accessible in one organized experience. Users can browse available properties, review market insights, compare asking prices with estimated values, and view essential property information before requesting follow-up. Contributors can also submit new opportunities through a connected form, reducing scattered messages and helping teams maintain a more consistent intake process. This app template supports faster opportunity reviews, clearer communication, and convenient self-service for prospective buyers and partners.With Jotform Apps, teams can adapt App Templates like this one using a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, update navigation, connect forms and tables, or build approval and notification steps around your workflow without writing code. The Wholesale Property Opportunities App can be shared through a direct link or QR code, giving users mobile-friendly access wherever they evaluate properties. Jotform also makes data collection easier by keeping submissions and related actions connected, helping real estate teams turn incoming opportunities into organized, actionable records.