CRM Apps

Preview: Affiliate Partner Directory App

Affiliate Partner Directory App gives businesses, affiliate managers, marketing teams, and partnership agencies a central place to present and discover potential partners. Users can browse technology, marketing, and agency partner categories, review profiles with audience and commission information, and submit new partners for consideration. This app template reduces scattered research and makes relevant contact details and partner websites easier to find. It is well suited to growing affiliate programs, partner networks, referral communities, and internal business development teams that need an accessible directory for evaluating new relationships.Jotform Apps helps you turn this Affiliate Partner Directory App into a branded, mobile-friendly experience without writing code. Customize pages, navigation, colors, fonts, and content through a drag-and-drop interface, then connect forms and tables to support data collection and directory updates. Jotform’s no-code app builder can also bring related workflows into one location, giving teams a practical way to manage submissions and provide self-service access. Publish the finished app with a direct link or QR code so employees, affiliates, and prospective partners can reach it from almost any device.

Preview: Outreach Progress Tracker App

Outreach Progress Tracker App is a central workspace for recording outreach activity, following organizational relationships, and reviewing progress over time. It helps nonprofit teams, community programs, sales and marketing departments, advocacy groups, educational institutions, and partnership managers maintain a consistent view of their engagement efforts. Users can add outreach records, log progress updates, browse records by organization, and review insights without relying on scattered notes or disconnected spreadsheets. This app template supports clearer follow-ups, better team visibility, and more informed planning across campaigns, partnership development, lead engagement, and community initiatives.Jotform makes it easy to adapt the Outreach Progress Tracker App to a team’s processes with a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, adjust navigation, connect forms and tables, or expand the workflow with approvals and notifications. The app can support reliable data collection while giving team members convenient self-service access to current outreach information. Publish it with a direct link, share it through a QR code, or embed it in an existing digital experience. Jotform App Templates provide a practical starting point that can be customized and launched without programming knowledge.

Preview: Export Services CRM App

Export Services CRM App brings your export pipeline into one place so teams can capture new leads, monitor active export requests, and stay on top of follow-ups without juggling spreadsheets. It’s a practical fit for freight forwarders, customs brokers, export coordinators, and logistics teams that need visibility across prospects, client needs, and shipping timelines. With quick actions to add leads, submit export requests, and schedule follow-ups, the app supports day-to-day sales and operations while keeping customer communication organized.Built with Jotform, this app template helps you launch a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect forms to your workflow for consistent data collection, route entries into connected records, and give your team a simple way to review leads, track requests, and manage follow-ups from any device. Customize pages, buttons, and resources to match how your export services business works, then share the app securely with the people who need it.

Preview: Wealth Profile Directory App

Wealth Profile Directory App helps organizations publish a searchable, easy-to-browse directory of wealth-related profiles so people can quickly find the right individual or firm by profile type, focus area, and location. It fits consulting firms, financial service teams, member networks, and media organizations that maintain public-facing lists of experts, advisors, or featured profiles. Visitors can browse wealth profiles, open a profile detail view, and follow a link to an external public website when they want to learn more, while internal teams can keep the directory current by collecting new entries through a guided profile submission flow.Jotform makes it simple to build and launch app templates like this with a no-code app builder and a drag-and-drop interface that’s easy to customize for your brand and workflow. Connect your directory to forms and organized records so updates stay consistent, create a clear self-service experience for visitors, and share your app with a link or QR code. As your needs change, you can adjust pages, navigation, and data collection steps without rebuilding from scratch.

Preview: Sales Analytics Dashboard App

Sales Analytics Dashboard App brings your sales activity into one place so teams can capture new sales records, browse transactions, and turn day-to-day entries into clear performance insights. It fits sales operations, retail managers, agencies, and growing businesses that need a practical view of revenue and unit movement without jumping between spreadsheets and scattered tools. Use it to keep a running log of sales, review transaction history, and spot trends by product, owner, context, or sale date so coaching, forecasting, and follow-ups are based on real numbers.Built with Jotform App Templates, this app template is easy to tailor in Jotform’s no-code app builder using a drag-and-drop interface. Connect the app to your forms and data tables to support consistent data collection, then share a self-service dashboard link with teammates to keep reporting current. As your workflow evolves, you can adjust pages, automate handoffs with approvals and notifications, and publish updates fast so your analytics and reports stay aligned with how you sell.

Preview: Roofing CRM App

Roofing CRM App brings your roofing sales and job work into one place so you can capture new leads, keep your pipeline moving, and stay on top of active projects and follow-ups. It’s a practical fit for roofing contractors, project managers, office coordinators, and small crews who need a clear view of customer requests from first contact through scheduling and handoff. With quick add buttons for new roofing leads and new roofing projects, plus simple navigation to your lead pipeline and active project lists, teams can reduce missed callbacks, prioritize high-value opportunities, and keep communication organized across busy days in the field.Built with Jotform, this app template helps you publish a mobile-friendly CRM experience without relying on code. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, update what your team sees first, and connect your lead, project, and follow-up data collection to the workflows you already run. Share the app by link or QR code, keep records centralized, and make it easier for your team to manage updates in real time while Jotform keeps information structured and accessible for ongoing work.

Preview: Deal Tracker App

Deal Tracker App helps sales teams and client-facing businesses keep opportunities organized from first conversation to close. Use it to view an open pipeline at a glance, add new deals as they come in, and open a deal record to keep key details in one place. It’s a practical fit for SMB sales reps, account managers, agencies, and consultants who want a single hub for monitoring active opportunities and keeping momentum on follow-ups.Jotform makes it easy to turn your deal process into a shareable, self-service app experience with its no-code app builder and drag-and-drop interface. Connect your Deal Tracker App to forms and tables for reliable data collection, capture activity logs as work happens, and keep your workflow consistent across the team. When you’re ready, publish and share the app in minutes so everyone can add deals, review pipeline status, and track progress from any device.