Management App Templates

389 Templates

Business Budgeting App

Business Budgeting App helps teams plan, record, and review budgets in one place so spending decisions don’t rely on scattered spreadsheets or disconnected updates. Use it to share a budget overview with stakeholders, capture new budget entries as they come in, and keep an eye on which areas are on track versus at risk. It’s a practical fit for department leads, finance and accounting teams, operations managers, and small business owners who want clearer visibility into categories, departments, and top spend without turning budgeting into a monthly scramble.With Jotform, you can publish this app template fast and adapt it to how your organization manages budgeting. Use the no-code app builder and drag-and-drop interface to adjust pages, add helpful guidance for accurate entries, and connect your data collection to Jotform Tables so budget data stays organized for reporting and review. Share the app for self-service updates, keep workflows moving with connected forms and tables, and maintain a consistent experience across teams as budget needs change.

Go to Category:Finance Apps
Preview

Sales Control App

Sales Control App brings your sales tracking into one place so teams can log deals, review customer records, and keep a close eye on performance without hopping between tools. It’s a practical fit for small businesses, retail teams, field sales reps, and service providers who need a simple way to enter sales quickly, pull up past records by client, and check high-level insights for day-to-day decision-making.Built with Jotform App Templates, this app template can be customized in Jotform’s no-code app builder with a drag-and-drop interface to match your sales workflow. Connect the Add Sale form to your process for consistent data collection, organize records for fast self-service lookups, and keep reporting-style views easy to access for anyone who needs visibility into activity and revenue trends.

Go to Category:Sales & Marketing Portal Apps
Preview

Risk Management App

A risk management app brings your risk register, incident reporting, and follow-up actions into one place so teams can identify issues early and respond consistently. Use it to log new risks, capture incident details as they happen, and assign action items with clear ownership, making it easier to prioritize work and keep stakeholders aligned. It’s a strong fit for operations leaders, project managers, safety teams, IT, and department heads who need a reliable way to track exposure across sites, projects, or programs without chasing updates across emails and spreadsheets.With Jotform, you can turn this Risk Management App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for fast data collection, organize records in tables for easier tracking, and centralize workflows so teams can add risks, report incidents, and manage actions from any device. Share the app by link or QR code to standardize reporting and keep your risk workflow moving from intake to insights.

Go to Category:Management Apps
Preview

Referral Manageement App

Referral Manageement App helps teams capture new referrals, keep active referrals organized, and follow each referral from intake to outcome without losing context. It’s a practical fit for sales and marketing groups, agencies, service providers, and partner programs that rely on consistent follow-up and clear ownership. With quick navigation to create a new referral, review active referrals, and open a referral record to update progress, the app supports day-to-day coordination when multiple people contribute to the same pipeline.Built with Jotform App Templates, this experience can be customized in a no-code app builder using a drag-and-drop interface so it matches how your team works. Connect the app to your Jotform form for data collection, route updates through the same workflow, and share the app as a self-service link for internal teams or trusted partners. As your referral volume grows, you can adjust pages, refine what gets captured, and keep reporting-focused views like insights in one place.

Go to Category:Customer Portal Apps
Preview

Account Tracking App

Account Tracking App helps teams and individuals organize account records, monitor account activity, and quickly spot trends in performance. It works well for sales and account management teams, agencies handling multiple client accounts, finance and operations teams maintaining internal account lists, or any organization that needs one place to review accounts, log updates, and pull quick insights without hunting through spreadsheets.With Jotform, you can publish this app template as a self-service hub where users browse an accounts list, add new accounts through a connected form, and review activity and insights pages for a clearer picture of what’s happening across your accounts. Use Jotform’s no-code app builder and drag-and-drop interface to tailor navigation, adjust the look and feel, and connect your data collection to the workflows you already rely on.

Go to Category:Finance & Accounting Portal Apps
Preview