Client Management App
Free and customizable CRM app for your company. Add and track new clients, tasks, reports, and more. Easy to download and share. Works on any device. No coding.

Use your camera to scan the QR code and preview the app on your device.
Looking for a way to manage clients without relying on expensive CRM software? Our free Client Management App is just the tool your team needs for tracking all your company’s relationships and interactions with clients. This customizable app shares all your forms at once, so you can register new clients, access your CRM database, log tasks, generate reports, and collect feedback all in one place.
Customize your Client Management App to meet your company requirements. No coding necessary—just drag and drop to add or delete forms, embed links to your spreadsheets or other sites, change text and images, and even update your app icon and name to match your branding. Jotform’s List Element feature lets you connect Tables and Role-based features; you can control access so admins and other users see only the parts of the app relevant to them. When your app is ready to use, send the link to teammates to open and download on any smartphone, tablet, or computer. Increase customer loyalty and retention for your company with a custom Client Management App as your go-to CRM tool!
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
Client Management App is a digital platform that aids businesses in managing and organizing client information, interactions, and activities for effective relationship management.
Client Management App includes client contact information, history of interactions, appointment scheduling, notes and tasks, and service tracking features.
Client Management App is valuable when you need to streamline client interactions, maintain organized client records and improve relationship management in your business.
Service providers, customer service teams, sales representatives, and business administrators can use Client Management App to manage client interactions and relationships more effectively.
Client Management App enhances client relationship management by organizing client data, streamlining communication, improving service tracking and enabling efficient appointment scheduling.
Yes, Client Management App supports receiving digital confirmations for appointments, tasks, and services to keep your workflow efficient and organized.
Absolutely, Client Management App is accessible and fully functional on all devices including smartphones, tablets, and desktop computers for maximum convenience.
You begin by cloning the Client Management App template, then customize it to suit your business needs, and finally, share the app with your team to start managing client interactions efficiently.
A cemetery mapping app is used by funeral homes to keep track of existing or new plots in their cemetery. Using Jotform’s free Cemetery Mapping App, you can keep track of important information — like plot identification number, date of birth and death, and full name — from any device. App users can even take and upload photos of plots directly from their smartphone or tablet.Want to make changes to this free app template? Add more form fields to gather more information, include your logo and cemetery details, and add links, documents, and more with no coding required. Just drag and drop to get the look you want! Once your app is fully customized and ready to go, share it with a link or via email for members of your team or community to fill out on any device.
Go to Category:Management AppsAn employee portal app allows employees to access all internal company documents and links from any mobile device or computer. Create your own company portal in just a few clicks with Jotform’s free Employee Portal App. This customizable template includes a report form, task form, complaint form, leave request form, evaluation form, and employee information form all in one app. Employees will be able to fill out these forms from any smartphone, tablet, or computer, and submissions will be stored in your secure Jotform account.Customize this Employee Portal App to better meet your company’s needs. Without any coding, you can add forms, documents, links, images, buttons, videos, and much more to the template. You can also change the app icon and name and include your company branding in just a few clicks. When it’s ready to use, send email invites to employees directly or share the app link. With a fully-custom Employee Portal App for your company, your employees will enjoy more organized team collaboration and communication, no matter which device they prefer!
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Go to Category:Finance