Sales & Marketing Portal Apps

Preview: Call Report App

Call Report App helps sales teams and account managers log call outcomes, keep client histories organized, and stay consistent with follow-ups. It’s built for reps who need a quick way to add a new call report, review reports by client, and move between reporting and performance insights without hunting through scattered notes. Use it to standardize what gets recorded after each customer conversation, make coaching easier, and create a reliable paper trail of conversations across territories, accounts, or campaigns.With Jotform, you can turn this app template into a branded, mobile-friendly self-service experience that fits your workflow. Customize pages with a drag-and-drop interface, connect the New Call Report form to the rest of the app, and centralize ongoing data collection in one place. As your process grows, Jotform Apps makes it simple to update your app builder layout, share access with the right people, and keep reporting and insights connected to the same workflow.

Preview: NPS Survey App

NPS Survey App helps you collect Net Promoter Score feedback and organize responses in one place so you can understand customer sentiment, spot trends, and decide where to improve. It supports quick survey access for respondents and gives internal teams a clear path to review open responses, request follow-up when needed, and keep feedback from slipping through the cracks. Use it after purchases, onboarding, support interactions, events, or product releases to measure loyalty and identify promoters, passives, and detractors across locations or segments.Built with Jotform, this app template makes it easy to publish a branded survey experience and connect it to your feedback workflow without code. Use the drag-and-drop interface to adjust pages, update buttons like Take Survey and View Insights, and route responses to the right people. You can share the app by link or QR code, centralize data collection, and refine your process over time with connected forms and automated notifications.

Preview: Review Management App

Review Management App brings customer feedback into one place so teams can capture, browse, and follow up on reviews without losing track of what matters. It’s a practical fit for local service providers, ecommerce brands, agencies, and multi-location businesses that want a clear way to monitor sentiment, spot recurring issues, and keep service quality consistent. With built-in paths to browse reviews, submit a new review, and view personal entries through My Reviews, this app supports both internal review tracking and simple self-service feedback collection.Jotform makes it easy to publish this kind of experience with App Templates you can customize in a no-code app builder. Use a drag-and-drop interface to adjust pages and navigation, connect your review form to keep data collection organized, and share the app as a link for staff or customers. As your workflow grows, you can keep reviews structured, searchable, and accessible, while maintaining a branded, mobile-friendly experience powered by Jotform.

Preview: Keep Track of Customers App

Keep Track of Customers App helps you store customer details and stay on top of relationship history in one place. Use it to maintain a simple customer list, add new contacts as they come in, and review individual customer profiles without digging through spreadsheets or scattered notes. It’s a practical fit for small businesses, consultants, agencies, and service teams that need a lightweight way to organize customers and keep visibility into what’s happening with each account.With Jotform, you can turn this app template into a self-service, no-code experience that matches your workflow. Customize pages with a drag-and-drop interface, connect buttons to forms for data collection like adding customers, and keep activity records organized for quick reference. Share the app with your team using a link, keep information updated from anywhere, and scale your workflow as your customer list grows.

Preview: Sales Database App

Sales Database App keeps your sales records and customer details in one place so you can quickly look up deals, review history, and stay on top of follow-ups. It’s a practical fit for small businesses, sales teams, account managers, and founders who need a simple way to browse sales entries, open individual record pages, and manage a customer list without digging through spreadsheets. With dedicated areas for Sales Records and Customers, the app supports day-to-day tasks like checking a sale ID, viewing deal context, and adding new customers as your pipeline grows.Jotform makes it easy to turn your process into a shareable, mobile-friendly experience using App Templates and a no-code app builder. Customize the layout with a drag-and-drop interface, connect the app to forms for data collection, and keep your workflow consistent as your team grows. Share the app with your sales org through a link, refine it anytime, and give everyone a faster self-service way to find the information they need.

Preview: Features App

Features App gives teams a clear, shareable place to showcase product functionality, collect feature requests, and prioritize what to build next. Users can browse a list of features, open a feature detail view, and add votes so the most requested ideas rise to the top. It’s a practical fit for SaaS product teams, startups, internal tools teams, and customer-facing support groups that want a simple way to highlight what’s available while keeping new requests organized in one queue.Jotform makes it easy to publish this kind of self-service experience with customizable app templates and a no-code app builder. Use the drag-and-drop interface to adjust pages, refine navigation, and connect the app to forms for data collection and ongoing workflow management. Share the app with a link so customers, stakeholders, or teammates can browse features, submit ideas, and vote without email threads or scattered documents.

Preview: Angel Investors App

Angel Investors App brings early-stage deal discovery and interest tracking into one place for angels, syndicate leads, and small investment teams. Use it to browse available startups, review key deal details, and quickly express interest without juggling emails and scattered notes. With a simple deal list and dedicated actions for sending or submitting interest, it supports a repeatable process for screening opportunities and keeping conversations moving from first look to follow-up.Jotform makes it easy to adapt this app template to how you evaluate and manage deals. With Jotform’s no-code app builder and drag-and-drop interface, you can tailor pages, add your own branding, and connect forms and tables for consistent data collection across your pipeline. Share the app with partners through a link, centralize portfolio visibility, and use built-in dashboard insights to keep your workflow organized as deal volume grows.

Preview: Brokers App

Brokers App helps brokerages and independent brokers present listings and route inquiries from one place. Visitors can browse listings, open a listing detail view, and contact a broker without bouncing between emails and spreadsheets. It’s a practical fit for real estate teams, commercial brokers, and agencies that want a simple, guided experience for prospects who are comparing options and ready to ask questions.Jotform makes it easy to tailor this kind of experience with App Templates built in a no-code app builder. Using a drag-and-drop interface, you can adjust pages, add your branding, and connect the app to forms and tables for consistent data collection and a smoother workflow. Share your Brokers App with a link or QR code so clients can self-service their way from browsing to getting in touch.

Preview: Customer Effort Score Survey App

Customer Effort Score Survey App helps you collect quick CES feedback after a support interaction, purchase, or onboarding step so you can spot friction and improve the experience. It’s built for support teams, customer success, product teams, and service managers who want a simple way to invite customers to take a survey, capture comments, and keep feedback organized for follow-up. With clear navigation to submit feedback and open the survey, plus an area to review responses, teams can turn day-to-day customer sentiment into actionable service improvements.Jotform makes it easy to publish this kind of app template and tailor it to your process using a no-code app builder and a drag-and-drop interface. Connect the in-app survey form to your workflow, route responses to the right people, and centralize viewing and review in one place. Share the app with a link or QR code to support self-service feedback collection, then keep response history accessible for coaching, trend tracking, and continuous improvement.

Preview: Surveying App

Surveying App brings your surveys and response tracking into one easy hub, so you can create surveys, invite people to participate, and review results without juggling multiple links. It works well for marketing teams testing campaign ideas, HR collecting employee feedback, educators running quick pulse checks, and nonprofits gathering community input. With quick access to starting a survey, building new questionnaires, and browsing recent topics and top surveys, this app template supports ongoing data collection and keeps each survey organized for repeat use.Jotform makes it simple to publish a branded surveying experience using an app template and a no-code app builder. Customize pages with a drag-and-drop interface, connect forms to power survey creation and participation, and keep responses flowing into connected tables for easy review. Share your app through a link or QR code, collaborate with teammates on updates, and create a smooth self-service workflow that helps people submit feedback from any device.

Preview: Sales Management App

Sales Management App brings your core sales activity into one place so teams can capture leads, monitor orders, respond to incoming requests, and keep an eye on performance without juggling separate tools. It’s a practical fit for SMB sales teams, account managers, and operations leaders who need a clear view of what’s in the pipeline, what’s been ordered, and what still needs follow-up. With quick lead creation and easy access to submitted lead details, it supports consistent data collection and faster handoffs across the sales process.Jotform App Templates make it easy to publish a mobile-friendly sales hub using Jotform’s no-code app builder and drag-and-drop interface. Connect buttons and pages to your existing forms and tables, share the app with your team through a link, and keep workflows moving with centralized self-service access to lead records, order visibility, and key insights as your sales operation grows.

Preview: Outside Sales App

Outside Sales App helps field sales reps and sales teams capture new leads, keep account notes organized, log in-person visits, and stay on top of follow-up tasks while they’re on the move. Instead of relying on scattered spreadsheets or delayed updates, teams can use the app as a simple self-service hub for daily selling activities, from adding a lead after a conversation to recording visit outcomes and next steps. It’s a practical fit for B2B sales, territory reps, vendors, and service-based sales teams that need quick, consistent data collection in the field and clear visibility into what’s happening across leads, accounts, visits, and tasks.Jotform makes it easy to turn this Outside Sales App into a branded, mobile-friendly experience using an app template and a no-code app builder. With a drag-and-drop interface, you can adjust navigation, connect forms for updates, and keep information flowing into your workflow without extra tools or coding. Share the app with your team through a link or QR code, then centralize activity tracking so everyone works from the same up-to-date records in Jotform.

Preview: Marketing Planner App

Marketing Planner App brings your campaign planning into one place so teams can move from ideas to execution without losing context. Use it to organize campaigns, review campaign details, and keep day-to-day work visible through task lists tied to each initiative. It’s a practical fit for marketing managers, growth teams, agencies, and small businesses that need a clearer way to coordinate launches, align creative work, and maintain momentum across multiple priorities.Built with Jotform App Templates, this app template can be tailored in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your forms and tables for ongoing data collection, create simple workflows for intake and updates, and offer self-service access to shared resources like a creative library. Publish and share your Jotform app as a link or QR code so stakeholders can quickly find campaigns, view insights, and submit new briefs as work evolves.

Preview: Sales Call Log App

Sales Call Log App helps sales reps and account teams keep a clear record of outbound and inbound conversations so no prospect slips through the cracks. Use it to log each call in one place, review recent call activity, and maintain a reliable call history you can reference before the next touchpoint. With dedicated areas for insights and follow ups, it supports consistent outreach for SDR teams, small business owners, agencies, and any sales org that needs cleaner notes, better handoffs, and more predictable next steps.Built with Jotform App Templates, this app template can be tailored to your sales workflow using Jotform’s no-code app builder and drag-and-drop interface. Connect your call logging form to the app for fast data collection, route entries into tables, and keep your workflow moving with simple navigation between logging, recent calls, insights, and follow ups. Share a self-service link with your team so everyone can capture updates in real time and stay aligned on what happened, what was learned, and what to do next.

Preview: Deal Tracker App

Deal Tracker App helps sales teams and client-facing businesses keep opportunities organized from first conversation to close. Use it to view an open pipeline at a glance, add new deals as they come in, and open a deal record to keep key details in one place. It’s a practical fit for SMB sales reps, account managers, agencies, and consultants who want a single hub for monitoring active opportunities and keeping momentum on follow-ups.Jotform makes it easy to turn your deal process into a shareable, self-service app experience with its no-code app builder and drag-and-drop interface. Connect your Deal Tracker App to forms and tables for reliable data collection, capture activity logs as work happens, and keep your workflow consistent across the team. When you’re ready, publish and share the app in minutes so everyone can add deals, review pipeline status, and track progress from any device.

Preview: Affiliate Management App

Affiliate Management App helps you organize affiliates, monitor referral activity, and keep payout records in one place so your partner program stays clear and consistent as it grows. It’s a practical fit for e-commerce brands, subscription businesses, agencies, and creators running ambassador or partner programs who need an easy way to review affiliate profiles, track who is driving referrals, and respond to support requests without losing context.With Jotform App Templates, you can publish a self-service experience that connects directly to your forms and tables for ongoing data collection and workflow visibility. Use Jotform’s no-code app builder and drag-and-drop interface to customize pages, control what partners and admins can access, and share the app through a link or QR code so your affiliate operations stay organized across teams and devices.

Preview: Sales Contact Management App

Sales Contact Management App helps sales teams keep prospects and customers organized in one place, making it easier to stay on top of outreach and follow-ups. With a built-in contact directory and a simple way to add new contacts, it supports day-to-day contact organization for account executives, SDRs, small business owners, and client-facing teams that need a dependable system for managing names and details as conversations move forward.Jotform makes it easy to turn this Sales Contact Management App into a branded self-service experience using its no-code app builder and drag-and-drop interface. Connect the app to your contact form and tables for ongoing data collection, then publish a shareable workflow your team can use from anywhere to keep contact records consistent, searchable, and ready when it’s time to reach out.

Preview: Sales Team Tracking App

Sales Team Tracking App brings your team’s day-to-day selling activity into one place so managers and reps can stay aligned on leads, progress, and follow-ups. Use it to review your pipeline at a glance, add new leads as they come in, and keep a running record of outreach through a simple activity log. It’s a practical fit for inside sales teams, account executives, SDRs, and sales leaders who need visibility into what’s happening across opportunities without chasing updates in multiple tools.With Jotform, you can turn this sales team tracking app template into a branded, shareable workspace using a no-code app builder and a drag-and-drop interface. Connect the app to your lead form for consistent data collection, organize records in connected tables, and keep workflows moving with links that route teammates to the right pages for pipeline review, activity updates, and performance insights. Share the app with your team as a self-service hub that’s easy to use on desktop or mobile.

Preview: Sales Performance App

Sales Performance App brings your team’s selling activity into one place, helping reps and managers keep an up-to-date view of pipeline health and deal progress. Use it to review active opportunities, jump into key deal details like value, stage, close date, and notes, and keep momentum moving by guiding users to a dedicated deal update flow. It works well for inside sales teams, field reps, agencies, and growing businesses that want more consistency in how opportunities are tracked and reviewed across the week.Built with Jotform, this app template pairs a mobile-friendly self-service experience with connected data collection and workflow steps. Customize pages with a drag-and-drop interface, link your pipeline list to the underlying form, and share a single app experience with your team so updates don’t get lost. With Jotform’s no-code app builder, you can tailor navigation, add helpful prompts for required fields, and publish a branded experience that supports clearer handoffs and better forecasting habits.

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.

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.

Preview: Used Car Dealer App

Used Car Dealer App helps dealerships and independent lots present vehicles clearly and capture buyer interest in one place. Shoppers can browse inventory, open a vehicle detail view, and quickly send an “Ask About This Car” inquiry, while the Trade In area gives potential customers an easy path to share their vehicle information before they visit. It also includes a direct way to reach your team through Contact Sales, which is helpful for questions about pricing, availability, and next steps.Jotform makes it simple to publish and manage this kind of self-service experience with App Templates and a no-code app builder that works with a drag-and-drop interface. Connect your inventory list to stored records, route customer questions to the right people, and keep data collection consistent across inquiries and trade-in requests. With Jotform, you can update listings, adjust the layout, and share the app by link or QR code so customers can shop from anywhere.