Customer Portal App Templates

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: Front Desk Check in App

Front Desk Check in App helps offices and reception teams greet guests, capture visit details, and keep a clear log of who is on-site at any time. It works well for workplaces, co-working spaces, clinics, schools, and community organizations that need a consistent check-in experience without relying on paper sheets. With dedicated sections for Check In and Visitors, staff can quickly start a new entry, look up recent arrivals, and open an individual visitor view when they need to confirm information.Jotform makes it easy to publish this kind of self-service experience using App Templates and a no-code app builder with a drag-and-drop interface. Connect the app to a form for data collection, route information into connected workflows, and keep visitor records organized for your team. You can tailor the layout for your front desk, share the app by link or QR code, and update the process anytime as visitor volume or policies change.

Preview: Medical Records App

Medical Records App helps healthcare teams keep patient information organized in one place, so day-to-day care documentation is easier to find and act on. Use it to maintain a patient directory, capture new patient intake, and create visit notes for ongoing charting across appointments. It’s a practical fit for small clinics, private practices, school health offices, and mobile or community care programs that need a clear way to review active records and recent chart notes without digging through scattered files.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface so you can match your workflow as your services grow. Connect your intake and visit note forms to support consistent data collection, route information to the right people, and share a self-service experience through a link or QR code. With Jotform, teams can keep processes moving while maintaining a clean, mobile-friendly experience for staff in the field or at the front desk.

Preview: Help Desk App

Help Desk App gives teams a simple, organized way to receive support requests, share answers, and keep ticket updates easy to find. Use it to route “New Ticket” requests to the right place, let requesters check “My Tickets” and “Open Tickets,” and point users to “Help Articles” before they submit a new issue. It works well for internal IT support, facilities and operations requests, HR help inquiries, or customer support for small businesses that want one mobile-friendly place to manage common problems and follow-ups.With Jotform, you can build and publish app templates like Help Desk App using a no-code app builder and a drag-and-drop interface. Connect your app to forms and tables for data collection, assign ownership for each request, and keep a clear workflow from intake to resolution. Share your app through a link or QR code, update content like help articles anytime, and give both end users and admins a self-service experience without adding complexity.

Preview: Locations App

Locations App brings all your location information into one easy-to-browse space, so teams and customers can quickly find the right place, view key details, and take action. Use it to publish a simple location directory for retail stores, offices, warehouses, service areas, pop-up sites, or community resources. With a browseable list, a dedicated location details view, and options to add a new location or submit an update, it supports day-to-day upkeep without turning location info into a messy spreadsheet. It’s especially useful for operations teams, franchise managers, real estate coordinators, and any organization that needs a clear source of truth for multiple sites.Jotform makes it simple to turn this Locations App app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons to forms and data sources, guide users to “add location” or “submit update” flows, and keep data collection consistent across your workflow. Share the app with a link or QR code, collaborate on changes with your team, and keep your location directory current as your business grows.

Preview: AI Chat Assistant App

AI Chat Assistant App gives organizations a central, user-friendly destination for answering common questions and guiding people toward useful information. Customers, employees, students, members, and other audiences can browse FAQs, explore curated resources, contact a support team, and send feedback without searching across disconnected channels. It is particularly useful for customer service departments, internal help desks, educational institutions, nonprofits, and service providers that want to reduce repetitive inquiries while keeping human assistance within easy reach. The template supports a consistent self-service experience and helps teams learn where users may need clearer guidance.Jotform makes this app template easy to adapt with a no-code app builder and a visual drag-and-drop interface. Teams can update pages, cards, buttons, navigation, colors, and fonts to match their brand, then connect forms and related workflows for data collection, support requests, or feedback management. Among Jotform’s customizable App Templates, the AI Chat Assistant App offers a practical starting point that can be published quickly and shared through a direct link or QR code. It also provides mobile-friendly access, helping users find support and resources wherever they are.

Preview: Secure Form Submission App

Secure Form Submission App gives teams a single, controlled place to collect sensitive requests and documents and let people check where their request stands. Use it to route internal submissions, client intake, incident reporting, or support requests where clarity and confidence matter. With a dedicated button to submit a secure form and another to request submission status, the app helps reduce uncertainty while keeping communication consistent across departments and locations.Built with Jotform App Templates, this experience can be tailored in minutes using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and tables to support reliable data collection, organize records in lists, and guide each request through a repeatable workflow. Share the app by link or QR code for self-service access, then update content, branding, and navigation as your process evolves.

Preview: Residency Application Management App

Residency Application Management App helps organizations collect residency applications, organize applicants, and guide reviewers through a consistent intake and review experience. Applicants can submit an application, confirm requirements before applying, and reach support if they get stuck. Internal teams can browse applications, open an applicant profile to view key details like residency type, requested start date, and contact information, and use a status overview to monitor progress at a glance.Built with Jotform App Templates, this app template turns your residency workflow into a mobile-friendly self-service experience without code. Use Jotform’s drag-and-drop interface to tailor pages, connect intake and support request forms, and keep data collection and follow-up in one place. Share the app by link or QR code, update content as policies change, and maintain a clear workflow from submission to review while keeping stakeholders aligned.

Preview: Video Watermarking App

Video Watermarking App helps creators and teams request watermarks for video files through a simple, guided flow. Visitors can start a watermark request, pick a preset that matches their brand needs, and check request status later without chasing updates. It works well for social media managers, marketing departments, agencies, course creators, and production teams that need consistent watermark settings across frequent uploads or multiple stakeholders.Built with Jotform, this app template can be customized with a no-code app builder and a drag-and-drop interface so you can match your process and branding in minutes. Connect the app to forms and workflows for organized data collection, route requests to the right person, and keep everything accessible as a self-service experience you can share by link or QR code.

Preview: Green Loan Eligibility App

Green Loan Eligibility App helps organizations guide people through checking whether they may qualify for eco-focused financing and then moving into the right next step. Visitors can review available loan programs, run an eligibility check based on basic financial and project details, and submit a loan application when they are ready. This works well for lenders, credit unions, sustainability teams, local programs, and partners who want a clear, self-service path from interest to application while keeping requirements and program information easy to find.With Jotform App Templates, you can turn connected forms and data into a mobile-friendly experience without coding. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, add navigation for program browsing and application review, and keep your workflow organized from intake to internal follow-up. Share your app with a link or QR code so applicants and staff can access the latest program details and updates in one place.

Preview: Product Manual Support App

Product Manual Support App gives customers and internal teams one place to find product manuals, follow setup guidance, and work through troubleshooting steps before escalating a problem. Use it to reduce repetitive support tickets, shorten time to resolution, and keep documentation consistent across product lines. It’s a strong fit for product-led teams, customer support and success departments, IT help desks, and operations groups that manage multiple devices or SKUs and need an easy way for users to browse manuals, review FAQs, and report issues when a fix isn’t found.With Jotform, you can tailor this app template to match your products and support process using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection and workflow needs by linking issue reporting to forms and keeping manuals and FAQs organized in one self-service experience. Share the finished app through a link or QR code, update content anytime, and give your audience a mobile-friendly way to get answers fast.

Preview: Patient Loyalty Rewards App

Patient Loyalty Rewards App helps clinics and healthcare practices run a simple, patient-friendly rewards program that encourages repeat visits and stronger long-term relationships. Patients can browse available rewards, submit a visit to earn points, review recent visits, and request a reward once they’ve reached the required points. It’s a practical fit for dental offices, physical therapy clinics, med spas, primary care practices, and multi-location groups that want a consistent way to promote eligible visit activity and make rewards easy to understand.Jotform makes it easy to publish this app template and tailor it to your program without coding. Use the no-code app builder and drag-and-drop interface to update rewards, adjust point guidance, and connect visit and reward request forms to your workflow for organized data collection. Share the app with patients through a link or QR code to support self-service access on any device, while your team stays aligned with a centralized, branded experience powered by Jotform.

Preview: Rental Portal App

Rental Portal App brings your listings and renter communication into one mobile-friendly place, so prospects can browse available rentals, ask questions, and start an application without getting lost in emails or scattered links. It’s a practical fit for property managers, landlords, real estate teams, and leasing coordinators who want a clear path from discovery to inquiry to application while keeping the experience consistent across properties. With dedicated navigation for browsing rentals plus built-in actions to send an inquiry or apply for a specific rental, the app supports faster responses and a more organized leasing process.Jotform makes it simple to build and publish app templates like this using a no-code app builder with a drag-and-drop interface. Connect your app to forms and tables for data collection, route inquiries through the right workflow, and keep your rental information updated as listings change. Share the app as a self-service portal through a link or QR code, customize branding to match your business, and manage everything in one place with Jotform.

Preview: Car Sales Leads App

Car Sales Leads App helps dealerships and independent auto sellers capture, organize, and follow up on buyer interest in one place. Use it to collect lead details through quick forms, review incoming prospects in a running list, and route shoppers into the next step such as booking a test drive or requesting a specific vehicle. It’s a practical fit for sales floors, internet sales teams, and small lots that want a consistent way to handle inquiries from walk-ins, phone calls, and online campaigns without losing track of who needs a response.With Jotform, you can turn this app template into a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons to your lead form and related pages, keep lead data organized in one workflow, and share the app with your team so everyone stays aligned on data collection and day-to-day sales follow-up.

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: Concierge Medicine App

Concierge Medicine App gives concierge practices a simple, member-friendly way to present membership options, highlight services, and route patients to the right action without phone tag. Use it to showcase membership plans, share key clinic details, and support common requests such as booking a visit or contacting the clinic by phone or email. It’s a practical fit for boutique primary care offices, executive health providers, and membership-based clinics that want a polished experience for prospective and existing members.Built with Jotform App Templates, this app template is easy to customize with Jotform’s no-code app builder and drag-and-drop interface. Connect buttons to forms for membership inquiries and patient requests, keep plan and service information organized in lists, and publish a shareable link your team can update anytime. Jotform helps you streamline data collection and workflow steps while offering a self-service experience that works smoothly on desktop and mobile.

Preview: Doctor Portal App

A Doctor Portal App brings key clinic touchpoints into one place so patients and staff can find doctors, request visits, and review health records without confusion. This template suits private practices, specialty clinics, and multi-provider offices that want a clear way to guide patients to the right actions, whether that means browsing a doctor list, submitting medical information, or sending an appointment request. With dedicated areas for appointments, doctors, and records, it supports day-to-day coordination while keeping information easy to access for returning patients.Jotform helps you turn this Doctor Portal App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and workflows to collect data, track requests, and keep teams aligned, then share it with a link or QR code for fast access. You can update pages, adjust navigation, and tailor the portal as your clinic services grow, all without coding.

Preview: Fill in Documents App

Fill in Documents App helps individuals and teams start a document fill request, keep track of open requests, and maintain a clear record of completed paperwork in one place. It’s a practical fit for HR and operations teams handling internal forms, client-facing service teams collecting required documents, and organizations that rely on repeatable templates for common paperwork. With quick access to “Start Document Fill,” a dedicated area for “Open Requests,” and easy navigation to “My Requests,” users can follow progress without losing context or hunting through email threads.Jotform makes it easy to turn this app template into a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and organize responses so people can submit information, revisit their filled documents, and use templates consistently. You can publish and share the app with a simple link, then update pages, buttons, and navigation as your workflow evolves, all while keeping data collection organized for the teams that manage requests.

Preview: Customer Survey App

Customer Survey App helps teams collect feedback and review results in one place. Use it to share a survey, capture customer opinions, and then browse a responses list to follow up with specific customers when needed. It fits retail and e-commerce brands, service businesses, restaurants, agencies, and product teams that want a simple way to understand satisfaction, spot trends, and prioritize improvements without juggling scattered notes.Built with Jotform, this app template pairs a mobile-friendly survey form with a clear navigation experience for checking responses. Customize pages, text, and cards with a drag-and-drop interface, connect the app to your data collection workflow, and keep feedback organized as it comes in. Share the app by link or QR code for easy self-service, and keep collaboration moving with connected tools that turn responses into action.

Preview: Keep Track of Clients App

Keep Track of Clients App gives you a simple way to organize client records and stay on top of relationship history in one place. Use it to view a client list, open individual client profiles for contact details, and log interactions so your team always has the latest context before a call, meeting, or follow-up. It’s a practical fit for consultants, agencies, service providers, and small teams that need a clear view of who their clients are, what’s been discussed, and what needs to happen next.With Jotform App Templates, you can launch a client-tracking experience fast and tailor it to your workflow using Jotform’s no-code app builder and drag-and-drop interface. Connect your Add Client form to keep data collection consistent, use lists to display records, and share the app as a self-service internal tool for your team. As your process evolves, you can adjust pages, navigation, and connected workflows without starting over.

Preview: Body Shop Estimate App

Body Shop Estimate App helps auto body shops collect estimate requests, organize them in one place, and guide customers through the early stages of a repair. Customers can submit an estimate request with key details, check their estimate messages, and review repair updates without needing phone calls for every question. For shop owners, service advisors, and front-desk teams, it creates a clearer flow from initial request to inspection, estimate, and repair, while keeping schedules and request lists easy to access.Built with Jotform App Templates, this app template can be customized in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect the app to your forms and tables to support data collection, internal workflow handoffs, and customer self-service in a mobile-friendly format. Share it by link or QR code so customers and staff always know where to request an estimate, view requests, and keep the process moving.

Preview: Rikers Island Video Visit App

Rikers Island Video Visit App helps families, legal teams, and support organizations request and manage video visits in one place. Instead of relying on scattered emails or phone calls, visitors can submit a visit request, review key visit guidelines, and keep track of what they have already asked for through a simple My Requests area. This setup is useful for advocacy groups and coordinators who need a consistent intake experience, clearer communication, and an easy way for people to follow their own request history.Built with Jotform, this app template turns a straightforward workflow into a guided self-service experience that works well on desktop and mobile. Using Jotform’s no-code app builder and drag-and-drop interface, you can customize pages, update guidance text, and connect the request form to your internal workflow for data collection and follow-up. Share the app with a direct link or QR code so visitors always know where to submit requests, view submitted requests, and find the latest visiting rules.

Preview: Customer Referral App

Customer Referral App gives businesses a simple way to collect referrals from customers, keep referral activity organized, and make it easy for advocates to share a referral link. It works well for service teams, online businesses, local shops, and growing brands that want a clear path for supporters to submit a referral, view available rewards, and check their referral history without confusion. With dedicated areas for submitting a referral, browsing rewards, and viewing a list of referrals, teams can reduce manual follow-ups and keep programs consistent across locations or campaigns.Jotform makes it easy to publish customer-facing experiences like this using App Templates and a no-code app builder with a drag-and-drop interface. Connect the app to your existing data collection forms and workflows, then customize pages, buttons, and navigation to match your referral process. Share it through a link or QR code so customers can use self-service access on any device, while your team stays aligned with centralized records and faster response times.

Preview: Lead Retrieval App

Lead Retrieval App helps event teams and sales reps capture new leads on the spot, review them in one place, and turn quick conversations into organized follow-ups. Use it at trade shows, conferences, pop-up booths, campus fairs, and demos when you need a fast way to collect contact details, keep a running lead list, and open an individual lead record for context before reaching out. With dedicated areas to capture a lead, review leads, and view insights, this app supports a smooth handoff between booth staff and the people responsible for post-event outreach.Jotform makes it easy to launch and tailor app templates like this one with a no-code app builder and a drag-and-drop interface. Connect your lead capture form to organized records, keep your workflow moving with simple navigation, and share a self-service experience through a link or QR code so teams can collect data consistently from any device. As lead volume grows, Jotform helps you centralize data collection and keep your follow-up process on track without adding complexity.