Sales & Marketing Portal Apps

Preview: Export Services CRM App

Export Services CRM App brings your export pipeline into one place so teams can capture new leads, monitor active export requests, and stay on top of follow-ups without juggling spreadsheets. It’s a practical fit for freight forwarders, customs brokers, export coordinators, and logistics teams that need visibility across prospects, client needs, and shipping timelines. With quick actions to add leads, submit export requests, and schedule follow-ups, the app supports day-to-day sales and operations while keeping customer communication organized.Built with Jotform, this app template helps you launch a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect forms to your workflow for consistent data collection, route entries into connected records, and give your team a simple way to review leads, track requests, and manage follow-ups from any device. Customize pages, buttons, and resources to match how your export services business works, then share the app securely with the people who need it.

Preview: Video Content Planning App

Video Content Planning App helps creators and marketing teams organize video ideas and keep production moving from concept to calendar. Use it to capture new concepts with an Add Video Idea form, review ideas in a browseable list, and open an idea to see key details like audience and target date. When it’s time to film, schedule work with a production form and maintain a clear view of what’s in progress versus what’s next.Built with Jotform, this app template gives you a flexible way to manage content planning with a no-code app builder and a drag-and-drop interface. Connect your idea intake and production scheduling to your workflow, centralize data collection in one place, and share a simple self-service hub your team can use on any device. Customize pages, buttons, and navigation so the app matches your channel, process, and publishing cadence.

Preview: Cafe Marketing App

Cafe Marketing App helps coffee shops and cafes promote their menu, spotlight limited-time offers, and guide customers to the next action from one mobile-friendly place. Use it to showcase featured items, route visitors to browse the full menu, and highlight current promotions so your marketing stays consistent across in-store signage, social posts, and QR codes at the counter. It’s a practical fit for owner-operators, baristas managing daily specials, and small marketing teams who want a simple way to keep guests informed without juggling multiple links.With Jotform, you can customize this app template with a no-code app builder and a drag-and-drop interface that makes updates quick when items sell out or promotions change. Connect the app to forms for data collection, such as promo interest, inquiries, or catering requests, and keep everything organized in a single workflow you can share as a self-service experience. Publish in minutes, adjust branding to match your cafe, and collaborate with your team to keep content fresh.

Preview: Marketing Campaign Dashboard App

Marketing Campaign Dashboard App brings your campaign activity into one place so teams can track performance, organize creative assets, and stay aligned on what’s running now. It’s a practical fit for marketing managers, growth teams, agencies, and small business owners who need an at-a-glance view of campaigns, quick navigation between initiatives, and a consistent way to add new campaigns as plans change. From launch week check-ins to monthly reporting prep, it helps reduce scattered links and keeps key campaign details easy to find.With Jotform App Templates, you can publish a branded, mobile-friendly dashboard that connects to your existing workflows without coding. Use Jotform’s no-code app builder and drag-and-drop interface to customize pages, add buttons that open forms for creating campaigns or uploading assets, and connect your data collection to the tools your team already uses. Share the app with stakeholders for fast self-service access to campaign views, updates, and analytics-focused pages.

Preview: Invoicing and Sales Dashboard App

Invoicing and Sales Dashboard App brings your invoicing workflow and sales visibility into one place, so teams can create new invoices, review open invoices, and quickly jump into invoice details when customers have questions. It’s a practical fit for small businesses, agencies, contractors, and sales-led teams that need a simple way to keep invoice records organized while staying on top of totals, due dates, and ownership across sales representatives.With Jotform, you can turn this invoicing and sales dashboard app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect invoice creation to your existing forms and keep records centralized, then share the app with your team through a link for fast access on desktop or mobile. As your workflow evolves, you can update pages, refine navigation, and support cleaner data collection across your invoicing process.

Preview: Social Media Discovery App

Social Media Discovery App helps you curate and share a browsable directory of creators across major platforms so audiences can quickly find the right profiles to follow. Use it to showcase recommended creators, group them by platform, category, or audience type, and guide visitors to the creator’s profile with a direct link. It works well for influencer agencies, marketing teams, online communities, and anyone building a discovery hub for talent, partners, or niche experts.With Jotform, you can publish this app template in minutes using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection workflow to add new creator recommendations, update profiles, and keep your creator lists current without relying on developers. Share the app as a self-service experience for your team, customers, or community, and manage everything from one place as your directory grows.

Preview: Creative Design Builder App

Creative Design Builder App helps teams collect clear design requirements and keep project details easy to find in one place. Use it to kick off a new request with a design brief, then review and follow up on active work through a browsable list of briefs that highlights each project name. It’s a practical fit for in-house marketing teams, agencies, freelancers, and product teams managing logos, ads, landing page visuals, social content, or brand refreshes where missing context can slow everything down.With Jotform, you can turn this app template into a branded, self-service experience using a no-code app builder and a drag-and-drop interface. Connect your design brief form to the app for fast data collection, organize requests in one workflow, and share a single link with teammates or stakeholders so new briefs and ongoing projects stay organized from the start.

Preview: Sales Analytics Dashboard App

Sales Analytics Dashboard App brings your sales activity into one place so teams can capture new sales records, browse transactions, and turn day-to-day entries into clear performance insights. It fits sales operations, retail managers, agencies, and growing businesses that need a practical view of revenue and unit movement without jumping between spreadsheets and scattered tools. Use it to keep a running log of sales, review transaction history, and spot trends by product, owner, context, or sale date so coaching, forecasting, and follow-ups are based on real numbers.Built with Jotform App Templates, this app template is easy to tailor in Jotform’s no-code app builder using a drag-and-drop interface. Connect the app to your forms and data tables to support consistent data collection, then share a self-service dashboard link with teammates to keep reporting current. As your workflow evolves, you can adjust pages, automate handoffs with approvals and notifications, and publish updates fast so your analytics and reports stay aligned with how you sell.

Preview: Tech News CMS App

Tech News CMS App gives tech publishers and content teams one place to gather story ideas, collect draft submissions, and move articles through editorial review before they go live. Use it to keep contributors aligned on what’s in progress, help editors evaluate pitches with consistent criteria, and let writers browse published or queued pieces for context. It’s a practical fit for tech blogs, startup media sites, newsletters, community publications, and internal comms teams covering product and engineering updates.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 submission forms and data tables to centralize data collection, route entries into an approval-style workflow for reviews and feedback, and share a self-service experience with your team through a link or QR code. Update the layout, add pages, and adjust branding so the app matches your editorial process without writing code.

Preview: Messaging Monetization Dashboard App

Messaging Monetization Dashboard App helps teams organize and evaluate how messaging campaigns generate revenue across channels. Use it to add campaigns, record revenue as it comes in, and log message activity so performance is easier to review in one place. It’s a practical fit for creators, growth and marketing teams, sales organizations, and customer engagement leaders who need a clearer view of what content and outreach is driving returns, which campaigns are active, and where engagement is trending.Built with Jotform, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so you can match the layout to your workflow without development time. Connect forms for data collection to keep campaign details, revenue entries, and message activity consistent, then share the app for self-service updates from teammates. With Jotform Apps, you can keep workflows moving, reduce scattered spreadsheets, and maintain a reliable source of truth for messaging monetization.

Preview: Creative Brief Management App

Creative Brief Management App gives marketing teams, agencies, and in-house creative departments a clear place to collect project briefs, organize incoming requests, and track progress from intake to delivery. Use it to reduce missing details, align stakeholders on audience and deliverables, and keep client and internal requests easy to find. With quick navigation to submit a brief, browse briefs, and review status, it supports everything from campaign creative and social assets to web updates, design requests, and content production.Built with Jotform, this app template can be tailored in minutes with a no-code app builder and a drag-and-drop interface, so your workflow matches how your team actually works. Connect the app to your Jotform form for reliable data collection, keep records organized for fast self-service access, and share a single link with teammates or requesters. As needs evolve, you can adjust pages, add steps for review, and centralize updates without rebuilding your process from scratch.

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: 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: 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.