Sales & Marketing Portal Apps

Preview: Daily Sales Report App

Daily Sales Report App helps teams capture sales activity throughout the day and turn it into clear end-of-day reporting. Staff can quickly log each sale, include key context like store location and shift, and keep entries organized so managers don’t have to chase updates across messages or spreadsheets. With easy navigation to reports and insights, it fits retail counters, pop-up shops, multi-location stores, and sales teams that need a consistent routine for daily performance visibility.Built with Jotform, this app template pairs a mobile-friendly experience with a no-code app builder and a drag-and-drop interface, so you can tailor pages, buttons, and navigation to match how your team works. Connect the app to forms and tables for reliable data collection, then route information into a workflow for review, follow-ups, and ongoing self-service access to past reports.

Preview: Contact Management App

Contact Management App brings your contacts, follow-ups, and quick insights into one place so you can stay on top of every relationship without hunting through spreadsheets or scattered notes. It’s a practical fit for sales teams, agencies, real estate professionals, recruiters, and service businesses that need a simple way to add new contacts, browse a growing list, and capture follow-up actions tied to each person.With Jotform App Templates, you can publish a branded, self-service experience that connects directly to your forms and tables for ongoing data collection and day-to-day workflow. Use Jotform’s no-code app builder and drag-and-drop interface to adjust navigation, tailor fields, and keep your contact records organized, then share the app with your team so everyone works from the same up-to-date information.

Preview: Campaigns App

Campaigns App brings your active marketing initiatives into one place so teams can create campaigns, keep campaign assets organized, and quickly jump between campaign details and performance views. It fits in-house marketing departments, agencies managing multiple clients, and small businesses running seasonal promotions who need a simple way to track what’s live, what’s next, and what collateral is associated with each effort. With dedicated areas for campaigns, insights, and a shared library, it’s easier to keep everyone aligned on names, notes, and the latest materials without hunting through scattered folders.Jotform makes it simple to publish this kind of campaign workspace using App Templates and a no-code app builder with a drag-and-drop interface. Connect your app to forms and tables for data collection, add buttons that route teammates to key actions like creating a new campaign or adding assets, and keep work moving with connected workflows. Share a single link for self-service access, update content anytime, and tailor the layout and branding so the app matches how your team plans, launches, and reviews campaigns.

Preview: Sales and Inventory App

Sales and Inventory App brings your product catalog, sales entry, and inventory status into one place, so teams can keep day-to-day selling organized without juggling separate tools. It works well for retailers, small warehouses, pop-up shops, and product-based service businesses that need a simple way to browse items, reference pricing, record sales, and keep a closer eye on stock levels as activity changes.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 the catalog list to your data collection workflow, update item details as your offerings change, and share the app with staff so everyone works from the same source of truth. As your process grows, you can expand the app with additional pages and connected workflows to keep sales and inventory operations consistent.

Preview: Customer Info App

Customer Info App brings customer details into one place so you can add new contacts, browse customer lists, and quickly open an individual record when you need context fast. It fits teams that juggle repeat clients and inquiries such as service businesses, agencies, consultants, and sales teams that need a simple way to look up names, contact info, and notes while staying organized. Use it to reduce scattered spreadsheets, avoid duplicate entries, and keep everyone aligned on the latest customer information during calls, on-site visits, or follow-ups.Built with Jotform, this app template pairs a form for adding customers with easy navigation for browsing and reviewing saved records, plus links to view all records or only the ones assigned to you. Customize the pages, buttons, and branding in Jotform’s no-code app builder using a drag-and-drop interface, then share the app for quick self-service access across your team. Connect your data collection to connected workflows so updates and customer information stay consistent as your process grows.

Preview: Survey Creator App

Survey Creator App helps teams build surveys, share them fast, and keep results organized in one place. Use it to run customer satisfaction surveys, event feedback forms, employee pulse checks, product research, classroom questionnaires, or community opinion polls. The app structure supports common survey work in a simple flow with a Create Survey area for launching new surveys, a Responses area for reviewing incoming entries, and an Insights area for scanning patterns so you can act on what people tell you.Jotform makes it easy to turn this survey workflow into a polished, mobile-friendly experience using app templates and a no-code app builder. With a drag-and-drop interface, you can tailor navigation, add or remove pages, and connect your survey forms to the app so people can respond and your team can review results without switching between tools. Share your Survey Creator App with a link or QR code to support self-service participation, faster data collection, and smoother follow-up across your workflow.

Preview: Sales Quoting App

Sales Quoting App is an app template for sales representatives, account managers, consultants, contractors, and small to medium-sized businesses that need a clear way to prepare and manage customer quotes. Teams can present products with relevant pricing and availability, build quotes based on selected items, and review incoming quote requests from one organized experience. Estimated totals and customer details help sales staff respond with greater consistency while reducing scattered spreadsheets, disconnected messages, and manual calculations. It is well suited to product sales, business services, wholesale inquiries, custom projects, and other situations where prospects need tailored pricing before making a purchase decision.With Jotform Apps, teams can customize this Sales Quoting App through a no-code app builder and an intuitive drag-and-drop interface. Update the branding, organize navigation, add supporting content, and connect forms, tables, approvals, payments, or notifications to match an existing sales workflow. Jotform App Templates make it easier to launch a mobile-friendly quoting experience without programming, while connected data collection keeps customer requests and quote information accessible in one place. Share the finished app using a direct link, QR code, or embedded experience to give sales teams and customers convenient self-service access.

Preview: Car Sales Leads App

Car Sales Leads App helps dealerships and independent auto sellers capture, organize, and follow up on buyer interest in one place. Use it to collect lead details through quick forms, review incoming prospects in a running list, and route shoppers into the next step such as booking a test drive or requesting a specific vehicle. It’s a practical fit for sales floors, internet sales teams, and small lots that want a consistent way to handle inquiries from walk-ins, phone calls, and online campaigns without losing track of who needs a response.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 buttons to your lead form and related pages, keep lead data organized in one workflow, and share the app with your team so everyone stays aligned on data collection and day-to-day sales follow-up.

Preview: Referral Tracking App

Referral Tracking App helps you collect, organize, and follow up on incoming referrals while keeping partner details in one place. It’s a practical fit for sales and marketing teams, agencies, service providers, and nonprofits that rely on partner networks or word-of-mouth leads and need visibility into where new opportunities come from. With quick add-referral forms and dedicated areas for both referrals and partners, you can standardize how information is captured and reduce missed follow-ups when volumes increase.Jotform makes it easy to turn this experience into a branded, shareable app with a no-code app builder and a drag-and-drop interface. Connect forms and data collection to the pages in your app, keep records organized as they update, and share a self-service link with internal teams or approved partners. As your workflow evolves, you can adjust pages, buttons, and layouts in minutes so your referral tracking stays consistent across every channel.

Preview: Client List App

A client list app gives you a simple, central place to keep track of clients and quickly access the details your team needs to stay organized. Use it to maintain an up-to-date roster for sales, service, consulting, or account management, especially when multiple people need to reference the same client information. Whether youre a small business owner managing repeat customers, an agency coordinating accounts, or a growing team that wants one source of truth, this app helps reduce missed follow-ups and scattered notes while keeping client information easy to find.Built with Jotform App Templates, the Client List App can be published fast and adjusted as your process evolves. Using Jotforms no-code app builder and drag-and-drop interface, you can tailor what information you collect, connect it to your workflow, and support self-service access for internal teams when they need client info on the go. Share the app with a link or QR code, keep records consistent, and make data collection feel seamless across everyday client interactions.

Preview: Instant Survey App

Instant Survey App helps you launch a quick survey experience and review responses without sending users through multiple tools or long links. It’s a practical fit for marketing teams validating campaign ideas, event organizers collecting attendee feedback on the spot, HR teams running pulse checks, educators gathering class reflections, and service teams measuring satisfaction right after an interaction. With clear navigation to start the survey and a dedicated area to view results, the app supports fast participation and easier follow-up when timing matters.Built with Jotform, this app template can be tailored in a no-code app builder using a drag-and-drop interface so the flow matches how your audience responds. Connect the survey form to your process for reliable data collection, then share the app by link or QR code for quick self-service access on any device. As responses come in, you can guide stakeholders to the results view and keep feedback organized for ongoing workflow improvements.

Preview: Cleaning Leads App

Cleaning Leads App helps cleaning companies capture new inquiries and keep sales opportunities moving from first contact to booked service. Use it to add leads in seconds, view a simple pipeline with stages like New, Quoted, and Won, and open individual lead records when it’s time to follow up. It’s a practical fit for solo cleaners, local maid services, commercial cleaning teams, and front-desk staff who need one place to track prospects from multiple channels without losing notes or forgetting next steps.Built with Jotform, this app template pairs a no-code app builder with a drag-and-drop interface so you can tailor the pages to match your process and branding. Connect the app to your lead capture form for reliable data collection, then use the app as a self-service workspace for your team to review the pipeline, prioritize outreach, and keep your workflow consistent as your cleaning business grows.

Preview: Product Landing Page App

Product Landing Page App gives marketing teams, sales teams, retailers, creators, and growing businesses a focused mobile-friendly destination for presenting a product and turning interest into qualified inquiries. Visitors can browse products, review key highlights and detailed features, and submit a request for more information without navigating a full website. This app template works well for product launches, campaign microsites, digital catalogs, sales presentations, trade shows, and direct-response promotions. By keeping product discovery and lead capture in one branded experience, it helps organizations reduce distractions, guide prospects toward relevant information, and create a clearer path from initial awareness to sales follow-up.Jotform makes the Product Landing Page App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, cards, buttons, imagery, and navigation to match each campaign while connecting forms for data collection and follow-up workflows. Jotform App Templates provide a ready-made starting point, so users can publish quickly, share the experience through a direct link or QR code, and make ongoing changes without development support. The result is a polished self-service product experience that supports marketing campaigns, field sales, and customer engagement across desktop and mobile devices.

Preview: Video Testimonial Collection App

The Video Testimonial Collection App is an app template for marketing teams, customer success teams, consultants, nonprofits, educational institutions, and growing businesses that want to gather authentic customer stories in one accessible place. Contributors can follow recording guidance, submit a video testimonial, and provide essential context such as their name, company, contact details, story, and permission preferences. Teams can browse collected testimonials and manage a clear review process before using approved stories in campaigns, websites, presentations, or community updates. This organized approach reduces scattered files and messages while creating a more consistent experience for contributors and reviewers.Jotform App Templates help teams turn data collection and content review into an interactive, mobile-friendly workflow without coding. Customize the Video Testimonial Collection App with Jotform’s drag-and-drop app builder, adjust pages and branding, and connect forms, tables, notifications, and approval steps as needed. The app can support contributor self-service while giving internal teams a central place to review submissions and navigate testimonial resources. Once ready, publish and share it through a direct link or QR code so customers, members, students, or supporters can participate from nearly any device.

Preview: Website Inspiration Directory App

Website Inspiration Directory App gives teams a simple way to collect, organize, and browse great website examples in one place. Use it to discover references by category like landing pages or brand sites, open a detailed view for each entry, and jump out to the live site when you’re ready to explore further. It’s a strong fit for design agencies, marketing teams, freelancers, and product teams that want a shared library for moodboarding, competitive research, and creative reviews without losing links in chats or scattered spreadsheets.With Jotform, you can turn this idea into a polished, shareable experience using app templates and a no-code app builder built for speed. Customize pages with a drag-and-drop interface, connect your directory to structured data collection, and route new example submissions into a repeatable workflow your team can maintain over time. Share the finished app through a link or QR code so collaborators can browse inspiration and contribute new references from any device.

Preview: Field Sales Check-In App

Field Sales Check-In App helps field reps capture consistent visit check-ins and keep a searchable record of customer activity in one place. Use it to log who was visited, when the visit happened, outcomes, and the next follow-up, while giving your team fast access to customer lists and visit history for better day-to-day execution. It’s a practical fit for outside sales teams, route-based reps, territory managers, and growing businesses that need a reliable way to confirm visits, reduce missed follow-ups, and standardize reporting across locations.With Jotform, you can turn this app template into a mobile-friendly self-service experience for your team using a no-code app builder and a drag-and-drop interface. Connect your check-in form to organized records, review visits over time, and share the app with the right people using a simple link or QR code. As your workflow evolves, you can adjust pages, add steps like approvals, and keep data collection aligned with how your field sales operation actually runs.

Preview: News Portal App

News Portal App gives organizations a simple way to publish and organize news in one mobile-friendly place. Use it to help readers browse headlines, open full stories, and explore coverage by topic so they can quickly find what matters to them. It fits local newsrooms, internal comms teams, schools, nonprofits, and community groups that want a central hub for announcements, updates, and ongoing stories. With navigation for browsing news and exploring topics, plus article pages that can include details like location, byline, and topic, the experience stays clear and easy to scan.With Jotform, you can customize this app template using a no-code app builder and a drag-and-drop interface, then share it by link or QR code. Connect your news entries to a data table to keep stories organized, and add forms to support self-service actions like sending in a local tip. As your workflow evolves, you can update pages, adjust navigation, and keep content fresh without relying on developers.

Preview: Social Media Growth Planner App

Social Media Growth Planner App helps you plan campaigns, organize content ideas, and keep a clear record of performance metrics so social efforts don’t get lost across notes, chats, and spreadsheets. It’s a practical fit for creators, influencers, marketing teams, and small businesses that need a simple way to map campaigns on a calendar, connect posts to the right initiative, and build repeatable habits for consistent publishing and improvement.With Jotform, you can turn this app template into a branded self-service planning space using a no-code app builder and a drag-and-drop interface. Link buttons to forms to capture campaign plans, content ideas, and metrics in one workflow, then share the app with your team for quick updates from any device. As your strategy evolves, you can adjust pages, navigation, and connected data collection without slowing down execution.

Preview: Social Media Audit App

Social Media Audit App helps marketers, creators, and agencies review social profiles with a repeatable process, so you can spot what’s working, what’s holding performance back, and what to fix next. Use it to kick off a new audit from one place, browse previous audits by platform, and capture consistent scoring across areas like content quality, engagement quality, and profile optimization. It’s a practical fit for monthly reporting, onboarding new clients, refreshing a brand’s channel strategy, or running periodic checks across multiple accounts without losing context.With Jotform, you can turn this app template into a client-ready workflow using a no-code app builder and a drag-and-drop interface. Connect your audit form to tables for organized data collection, keep audit histories easy to search, and share the app as a self-service experience for your team or stakeholders. As your process evolves, update fields, add guidance content, and refine navigation so every audit follows the same workflow while still matching each platform’s goals.

Preview: Wholesale Sales App

Wholesale Sales App gives wholesalers, distributors, and B2B sales teams a single place to guide buyers from product discovery to quote requests and account setup. Share your catalog for quick browsing, route customers to an Open Account page for onboarding, and capture pricing needs through a dedicated Request Quote flow. It’s a practical fit for showrooms, manufacturers, and reps who want to reduce scattered emails and keep product and lead conversations moving in one organized experience.With Jotform, you can publish polished app templates using a no-code app builder and a drag-and-drop interface, then connect key actions to forms and data collection. Turn quote requests and lead notes into a repeatable workflow, keep information accessible for your team, and share your app through a link or QR code so customers can self-service from any device.

Preview: Keep Track of Clients App

Keep Track of Clients App gives you a simple way to organize client records and stay on top of relationship history in one place. Use it to view a client list, open individual client profiles for contact details, and log interactions so your team always has the latest context before a call, meeting, or follow-up. It’s a practical fit for consultants, agencies, service providers, and small teams that need a clear view of who their clients are, what’s been discussed, and what needs to happen next.With Jotform App Templates, you can launch a client-tracking experience fast and tailor it to your workflow using Jotform’s no-code app builder and drag-and-drop interface. Connect your Add Client form to keep data collection consistent, use lists to display records, and share the app as a self-service internal tool for your team. As your process evolves, you can adjust pages, navigation, and connected workflows without starting over.

Preview: B2B Sales App

B2B Sales App helps sales teams organize account-based selling in one place, so reps can move opportunities forward without losing track of conversations, next steps, and deal status. Use it to review your pipeline, capture and qualify new leads, and keep a lightweight activity log that supports consistent follow-up across accounts. It fits inside sales, business development, and revenue operations workflows, especially for teams that want a simpler alternative to sprawling systems while still keeping visibility for managers and collaborators.With Jotform, you can turn this app template into a branded sales workspace using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for fast data collection, route updates through repeatable workflow steps, and keep lead information organized so your team can act on it quickly. Share the app as a self-service hub for internal use, publish updates instantly, and adjust pages as your pipeline stages and prospecting process evolve.

Preview: Trade Show Order Taking App

Trade Show Order Taking App helps exhibitors and event sales teams capture product orders right on the show floor while conversations are fresh. Attendees can jump in from a simple start screen, browse a product list to place orders, and view an exhibitor directory that links to individual exhibitor details for quick follow-up. With a built-in email button for contacting the sales desk, the app keeps ordering and inquiries moving without hunting for paper forms or swapping devices between booths.Built with Jotform App Templates, this app template can be tailored in a no-code app builder with a drag-and-drop interface, so you can match your booth workflow, branding, and product lineup in minutes. Connect the ordering experience to your broader data collection and workflow needs by linking forms, tables, approvals, and notifications, then share it instantly through a link or QR code to support self-service ordering during busy trade show hours.

Preview: Brand Design Consultation App

Brand Design Consultation App is an app template for creative consultants, independent designers, agencies, and marketing teams that need a clear digital starting point for brand projects. Prospective clients can browse portfolio work, submit a consultation brief, and share essential details about their audience, budget range, desired timing, and project goals. Teams can then review submitted briefs and keep early project information accessible in one organized experience. This approach improves client self-service, supports more focused discovery conversations, and helps consultants evaluate opportunities before scheduling meetings or preparing proposals.With Jotform Apps, teams can adapt this template using a no-code app builder and an intuitive drag-and-drop interface. Update pages, cards, buttons, images, and branding to reflect your creative practice, then connect forms, tables, approvals, or other workflow steps as your process develops. Jotform App Templates make it easier to combine data collection, portfolio presentation, and consultation intake without programming. Publish the finished app through a direct link or QR code so clients can access it from a phone, tablet, or computer.