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.
Manage your personal finances with Jotform’s free Personal Finance Management App. This fully customizable mobile app includes a monthly expense form, budget tracker, bill record form, and bill payment log to help you stay on track when it comes to your finances. Once you’ve downloaded the app to your favorite, you can fill out your forms and view your logs at any time. All entries will be synced instantly and automatically, so you can keep all your important finance info in one easily accessible place.Customize your Personal Finance Management App without any coding. Jotform’s drag-and-drop interface makes it easy to add forms, tables, links, documents, and other elements to your app. Then you can save your app onto any computer, tablet, or smartphone for easy access. Take control of your spending with a custom Personal Finance Management App!
Go to Category:Finance 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 Warehouse Management App is used by businesses to keep track of new warehouse inventory. With this fully-customizable app, you can record item names, descriptions, quantities, model and serial numbers, as well as account and payment details from the distributor and receiving company. An easy-to-read stock inventory list is stored securely in your online account and can be accessed and downloaded on any device.Want to customize this Warehouse Management App to match your company’s branding? Our drag-and-drop interface makes it easy to add forms, upload your logo, change fonts and colors, create a custom app icon, and more — no coding necessary. When you’re done, employees can download your app on any smartphone, tablet, or desktop for future use. Keep a bird’s eye view on your warehouse inventory with this Warehouse Management App.
Go to Category:Management AppsA classroom management app is used by schools and educational institutions for recording students’ attendance and progress. This all-in-one Classroom Management App contains four useful forms: teachers can mark attendance with a Student Attendance Tracking Form, record student progress with a Student Progress Report Form, keep track of student evaluations with a Student Performance Evaluation Form, and report incidents with a School Incident Report Form.This app template can be easily customized to suit your school or classroom’s particular needs. Using our drag-and-drop interface, you can add or swap out form elements, change text, choose fonts and colors, upload images, and more — all without any coding. After you’re done, you can share your app with a link or embed it in an internal website for teachers to access and download on any device. Stay on top of your students’ progress and performance with this free Classroom Management App from Jotform.
Go to Category:Classroom 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 AppsAn Intranet App is used for consolidating company forms and documents in one convenient location. This Intranet App bundles nearly a dozen forms for employees to record general contact information, request training or time off, open IT service tickets, and fill out COVID-19 screening checklists. There are also several surveys for employees to submit workplace improvement suggestions and report incidents. Employee data and submissions are stored securely in your Jotform account, which managerial staff can access from any smartphone, tablet, or computer.Make this app template your own with Jotform’s no-code app builder. Just drag and drop to add or change forms, upload documents, create buttons, add external links, and more. You can also customize your splash screen to include your own branding and make company-wide announcements. When you’re finished, you can share your app with a link and employees can then access and download it on any device. Create a one-stop-shop for your company’s forms and documents with this free Intranet App from Jotform.
Go to Category:Company Portal Apps