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 patient management app is used by healthcare workers to keep track of patient information like medical data, progress reports, medication, and more. With Jotform’s Patient Management App, nurses or doctors can securely track and manage patient details on any device in an online medical chart and patient tracker — no messy paperwork required. All data is stored securely, with an additional option for HIPAA friendly features and a signed Business Associate Agreement (BAA).Need to customize the app? Update the icon and splash screen, edit or add new forms, and make other changes by dragging and dropping elements. Share your app with a link once it’s customized, so members of your staff can save it to their office smartphone, tablet, or computer for easy access. Improve the way you manage patient information with a powerful Patient Management App from Jotform.
Go to Category:HIPAA AppsAn employee travel management app is used by HR departments for managing employee travel requests. With this readymade Employee Travel Management App, employees can request personal time off for vacation or seek authorization for company-related business travel. Data from both forms automatically syncs to a color-coded Travel Tracker spreadsheet in your secure Jotform account, so you can easily keep track of employee travel type, business expenses, and time off start and stop dates.Want to customize this app template to match your company’s branding? You don’t need any design or coding experience—just use our drag-and-drop app builder to add or change form elements, edit form text and fields, upload your logo, include documents and external links, and more. Use Jotform’s Rich Text element to display formatted text, tables, embed images or links, and clearly communicate instructions or information to users. When you’re done, share the app with employees by sending email invites or embedding a link in an internal-use company portal, and employees can start filling out forms from any smartphone, tablet, or computer. Create a custom all-in-one Employee Travel Management App to track employee travel details with this free app template from Jotform.
Go to Category:Company Portal AppsA 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 AppsA school management app is used by schools and educational institutions to record and compile student information. Our School Management App bundles together four useful forms, allowing school administrators and teachers to easily add school and teacher contact information, log attendance, and record exam scores from any device. Each form automatically feeds data into an easy-to-understand companion spreadsheet, which you can sort, filter, and search from your secure Jotform account.Make this School Management App template your own in seconds with Jotform’s no-code app builder. Just drag and drop to add or change form elements, edit form text and fields, change the color scheme to match your school’s colors, upload your ensignia, attach documents and external links, and more. When you’re finished customizing, you can share your app by sending the app link, attaching it to an email invitation, or embedding it in an internal-use school website. Teachers and staff can then download it onto any smartphone, tablet, or desktop and begin using it right away. Create an all-in-one app for managing student data with just a few clicks with this free School Management App from Jotform.
Go to Category:Education AppsA time tracker app is used to keep track of employees’ hours and tasks. With Jotform’s free Time Tracker App, managers can keep a complete record of the times employees punch in or out, task details and the amount of time employees spend on them, and view all the information in a professional spreadsheet. All submissions are stored securely in your Jotform account and ready to access on any device.Need to make changes to this app template? Be sure to add your logo, change the background image, and choose new fonts and colors for a personalized touch. You can also customize the spreadsheet layouts and make changes to the app’s forms to collect other types of information — then share the app for your employees to download onto their devices. Better manage employee information with a free Time Tracker App from Jotform.
Go to Category:Management AppsA social media marketing app is used by social media managers or marketing agencies to list their services, accept proposal requests, and list their contact information. With this ready-made Social Media Marketing App, your business can provide clients with a convenient mobile app — which they can instantly download onto their smartphone for easy access.Need to make design changes? Add your company logo and branding, update the listed services, and change the app background, colors, and icon for a personal touch. No coding knowledge is required with our drag-and-drop builder! Give your customers a quicker way to contact you and book your services with a custom Social Media Marketing App.
Go to Category:Consulting Apps