Sales & Marketing Portal Apps

Preview: Business Leads App

Business Leads App helps sales and marketing teams capture new prospects, organize lead information, and keep a clear view of follow-ups in one place. Use it to collect lead details through a simple lead capture form, browse and search your lead list, and open a lead record to review key details before the next call or email. It’s a practical fit for agencies, startups, real estate teams, consultants, and service providers that want a consistent way to gather leads from events, referrals, inbound inquiries, or outbound outreach without losing track of who needs attention.With Jotform, you can turn this app template into a branded lead hub using a no-code app builder and a drag-and-drop interface. Connect your lead capture flow to your data collection process, organize records in a structured workflow, and share a single self-service link with your team so everyone works from the same source of truth. Update pages, buttons, and navigation as your pipeline changes, then publish quickly for desktop and mobile access.

Preview: Sales Manager App

Sales Manager App brings your lead pipeline, targets, and daily sales activity into one place so managers can keep momentum high and deals moving. Use it to review lead records, capture new leads with quick add buttons, and prompt timely follow-ups without juggling scattered notes. It’s a practical fit for sales leaders, team leads, and small business owners who want clearer visibility into what’s in the pipeline, who needs attention, and where coaching or prioritization is needed.Built with Jotform, this app template is easy to tailor with a no-code app builder and a drag-and-drop interface. Connect forms and tables to support consistent data collection, keep lead information organized, and power simple workflow steps like logging follow-up actions or setting performance targets. Share the app as a self-service workspace for your team, update it as your process evolves, and publish a mobile-friendly experience that helps everyone stay aligned.

Preview: Sales Commission App

Sales Commission App helps sales teams and managers track revenue-driving activity and keep commissions transparent across the sales cycle. Use it to log sales, review commission totals, and monitor payouts in one place, while also giving each rep a clear view of their performance. With dedicated areas for Sales, Commissions, and Payouts plus a rep list for quick navigation, this app works well for inside sales teams, field reps, agencies, and growing businesses that want fewer spreadsheet handoffs and fewer disputes about what is owed.Jotform app templates make it easy to publish a polished, mobile-friendly experience without coding. Customize pages with a drag-and-drop interface, connect your sales commission workflow to forms and tables for reliable data collection, and share a single link for self-service access. As your process evolves, you can update the app layout, add steps like reviews or approvals, and keep everyone aligned from deal entry to payout.

Preview: Retail Execution Field App

Retail Execution Field App helps field teams plan store visits, record in-store activity, and keep retail execution consistent across locations. It supports route-based work with today’s routes, quick creation of a new visit, and an audit log that keeps a clear history of what happened at each stop. Use it for merchandising checks, display verification, promo compliance, competitive notes, and coaching moments that need to be captured while teams are on the floor.With Jotform App Templates, you can turn these workflows into a mobile-friendly self-service experience without coding. Build and customize your Retail Execution Field App using Jotform’s no-code app builder and drag-and-drop interface, then connect it to forms and tables for reliable data collection and visibility. Share the app by link or QR code, route records to the right people, and keep teams aligned with a workflow that’s easy to update as your retail program changes.

Preview: Customer Success App

Customer Success App brings your customer portfolio into one place so customer success teams can stay on top of relationships, support needs, and upcoming renewals without juggling scattered notes. Use it to browse accounts, open an account record for context, and log support tickets as issues come in, making it easier to prioritize at-risk customers and maintain a clear view of day-to-day follow-through. It fits SaaS providers, service teams, agencies, and account managers who need a practical home base for tracking customer health and keeping ownership visible across accounts.With Jotform, you can turn this customer success app template into a branded, shareable experience using a no-code app builder and a drag-and-drop interface. Connect the app to your existing data collection workflows, route updates to the right people, and keep account and ticket information organized in connected tables so your team can collaborate with less manual chasing. When your process changes, you can update pages, buttons, and navigation in minutes and publish the refreshed self-service experience through a link or QR code.

Preview: Sales Call Report App

Sales Call Report App helps sales teams capture consistent call notes, outcomes, and next steps in one place, so follow-ups don’t slip through the cracks. Reps can quickly log a call, review prior reports by company, and keep an eye on upcoming follow-ups while managers get a clearer picture of activity across the pipeline. It’s a practical fit for account executives, SDR teams, sales managers, and consultants who need a repeatable way to document conversations and turn updates into actionable next moves.Jotform makes it easy to turn this sales call reporting workflow into a polished, shareable experience with no-code app templates and a drag-and-drop interface. Connect the app to your forms and data collection, organize call reports into browsable lists, and add an Insights view to spot patterns over time. Publish with a link for quick self-service use on mobile, and update fields, pages, and branding as your sales process evolves.

Preview: Customer Organization App

Customer Organization App brings customer details, a searchable directory, and at-a-glance insights into one place so teams can keep accounts organized and follow-ups moving. It’s a practical fit for sales reps, account managers, agencies, and service businesses that need a reliable way to add new customers, quickly find the right record, and stay on top of high-priority outreach without digging through scattered tools.With Jotform, you can turn this app template into a branded self-service and internal workspace using a no-code app builder and a drag-and-drop interface. Connect the Add Customer flow to a form for consistent data collection, publish a directory that opens customer detail pages from a list, and use simple insight cards to highlight key activity like high-priority items and active accounts as your workflow evolves.

Preview: Sales Reporting App

Sales Reporting App gives teams a central place to capture sales activity and turn it into easy-to-review reporting. With clear paths to Submit Sales, View Records, and open a personal My Sales area, it supports consistent data collection and helps keep individual reps and managers aligned. Use it to standardize how wins are logged, reduce missed updates, and make weekly or monthly reporting less dependent on spreadsheets and scattered notes.Built with Jotform app templates, this experience can be customized in a no-code app builder using a drag-and-drop interface that’s simple to maintain as your process evolves. Connect the app to your form and records to keep entries organized, add a KPI-style insight page for quick performance check-ins, and share the app as a self-service destination for your sales team so everyone knows where to submit updates and where to find the latest numbers.

Preview: Sales Rep Tracking App

Sales Rep Tracking App gives sales managers and team leads a clear way to stay on top of rep activity, performance, and deal movement in one place. With a built-in rep directory for quick navigation, an activity check-in flow for capturing updates in the moment, and an insights area to review progress, it helps teams spot coverage gaps, reinforce follow-ups, and keep pipelines moving without hunting through scattered notes. Use it to support field reps, inside sales teams, or multi-territory organizations that need consistent check-ins across accounts and regions.Jotform makes it easy to turn this workflow into a polished self-service experience using App Templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your check-in form and data tables, and publish a link your team can open on desktop or mobile. As your process evolves, you can adjust fields, add new reps, and keep reporting aligned so sales activity tracking stays consistent and accessible for everyone.

Preview: Sales Route App

Sales Route App helps field sales teams organize daily routes, keep track of assigned accounts, and create consistent visit records throughout the day. Use it to view today’s routes at a glance, open route details when priorities change, and log each customer stop with the right context so updates don’t get lost after a long day on the road. It’s a practical fit for outside sales reps, merchandisers, territory managers, and growing teams that want a simple way to coordinate coverage across locations.With Jotform, you can turn this Sales Route App into a branded, self-service experience using App Templates and a no-code app builder with a drag-and-drop interface. Connect route and visit tracking to your data collection workflows, centralize records in one place, and keep everyone aligned with shareable access for the right teammates. As your process evolves, you can update pages, buttons, and navigation in minutes so the app keeps pace with new territories, accounts, and reporting needs.

Preview: Salesman Tracking App

Salesman Tracking App helps field sales teams keep visibility on leads, customer visits, and performance in one place. Use it to monitor open leads and your lead pipeline, log visits right after meetings, and review activity and insights so managers can support reps with timely coaching. It fits reps who spend their day on the road, sales coordinators who need reliable updates, and small businesses that want a consistent way to track outreach without relying on scattered notes.With Jotform App Templates, you can launch a mobile-friendly tracking experience and tailor it to how your team sells. Use the no-code app builder and drag-and-drop interface to adjust pages, update navigation cards, and connect forms for data collection like adding new leads or recording visit details. Route information into workflows your team already uses, keep records organized, and share the app through a link or QR code for fast self-service access in the field.

Preview: Plastic Product Catalog App

The Plastic Product Catalog App is a ready-to-use digital showcase for manufacturers, distributors, wholesalers, and sales teams that need to present plastic products in an accessible format. Visitors can browse a visual catalog, open individual product details, filter options by plastic type, and submit an inquiry about an item that interests them. Product specifications such as application, size, and color help prospective buyers compare suitable options before contacting the business. This app template supports product discovery at trade events, during sales consultations, on company websites, and through direct outreach. It gives customers convenient self-service access while helping teams capture qualified inquiries and reduce repetitive product information requests.Jotform App Templates make it easy to turn a traditional catalog into an interactive, mobile-friendly experience. With Jotform’s no-code app builder and drag-and-drop interface, teams can adjust pages, update product cards, apply their branding, and connect forms without programming. The app builder also supports organized data collection and workflow connections, helping sales staff follow up on product questions from one place. Once customized, the Plastic Product Catalog App can be published and shared through a direct link, embedded experience, or scannable code, making current product information readily available to customers and partners.

Preview: Market Signal Review App

Market Signal Review App gives strategy, research, consulting, product, and marketing teams a shared space for documenting market observations and turning them into actionable reviews. Team members can submit market signals, browse recorded findings, and create periodic reviews that connect key findings with recommended actions. Confidence levels, market categories, signal types, source links, and review periods help users add context without scattering research across disconnected documents. The app template works well for competitive research, trend monitoring, campaign planning, product discovery, and leadership briefings where evidence must remain easy to review.With Jotform Apps, organizations can adapt this Market Signal Review App through a no-code app builder and an intuitive drag-and-drop interface. Teams can customize pages, cards, buttons, navigation, and branding while connecting forms and tables to support data collection and workflow management. Ready-to-use App Templates provide a practical starting point, while flexible sharing options make the finished app accessible through a direct link or QR code. This creates a convenient self-service resource where contributors can submit evidence and decision-makers can revisit market insights from desktop or mobile devices.

Preview: Holiday Product Interest App

The Holiday Product Interest App is a customer engagement app template for retailers, ecommerce teams, product marketers, and seasonal campaign managers who want to measure demand before or during a holiday sales period. Shoppers can browse products across categories such as gifts, decorations, food hampers, and seasonal apparel, review product overviews and key details, and register their interest through a connected form. A holiday buying guide helps visitors explore relevant options, while an interest review area keeps the journey focused. Teams can use these demand signals to identify popular products, inform inventory decisions, prioritize promotions, and plan follow-up campaigns without relying on scattered messages or manual lists.Jotform Apps makes it easy to turn this template into a branded, mobile-friendly experience without writing code. Use the drag-and-drop app builder to adjust pages, cards, buttons, imagery, and navigation, then connect forms and tables to support data collection and workflow management. The Holiday Product Interest App can be shared through a direct link, QR code, or embedded experience, giving customers convenient self-service access from any device. With customizable app templates from Jotform, retail and marketing teams can launch seasonal product research quickly and update content as campaigns, audiences, and merchandise change.

Preview: Service Lead Follow-Up App

Service Lead Follow-Up App gives sales teams, service businesses, contractors, and customer-facing staff one place to capture prospects and manage outreach after an inquiry. Team members can submit a service lead, review contact details and requested services, and record follow-up dates, notes, statuses, and next actions. Pipeline insights help managers understand lead activity while organized records reduce missed callbacks and scattered updates. This app template is useful for small and midsize organizations that need a practical CRM app for turning incoming service interest into timely, consistent conversations.With Jotform Apps, teams can adapt app templates to their branding and processes without writing code. The drag-and-drop app builder makes it easy to rearrange content, add navigation, and connect forms, tables, approvals, or other workflow resources. Publish the Service Lead Follow-Up App for mobile-friendly access, then share it through a direct link, custom link, embedded experience, or QR code. Connected data collection keeps lead details and follow-up entries organized, supporting team collaboration, faster outreach, and a more reliable self-service process for staff managing active opportunities.

Preview: Affiliate Program Registration App

Affiliate Program Registration App gives marketing teams, ecommerce businesses, agencies, and partnership managers one place to collect and review applications from prospective affiliates. Applicants can register their interest and share essential details about their audience, website or channel, estimated reach, contact information, and promotional approach. Internal users can browse submitted applications and open applicant profiles for easier evaluation. This app template replaces scattered emails and spreadsheets with an organized intake experience, helping teams identify promising partners, maintain consistent records, and support affiliate program growth.With Jotform Apps, you can adapt this Affiliate Program Registration App using a no-code app builder and an intuitive drag-and-drop interface. Customize pages, branding, navigation, and application questions without writing code, then connect forms, tables, approvals, notifications, and other workflow tools. Jotform app templates make data collection and applicant review easier to manage across devices. Publish the finished app with a direct link or QR code to offer convenient registration while giving your team a practical workspace for ongoing program administration.

Preview: Visitor Enquiry Follow-Up App

Visitor Enquiry Follow-Up App provides sales teams, reception staff, property professionals, hospitality teams, and service businesses with one place to capture visitor interest and manage the next steps. Staff can submit and review enquiries, access visitor contact details and preferred communication methods, and record notes for upcoming follow-ups. An insights area also helps teams monitor enquiry activity and identify records that may need attention. By replacing scattered messages, paper notes, and disconnected spreadsheets, this app template supports consistent outreach, clearer ownership, and more timely responses throughout the visitor journey.With Jotform Apps, teams can adapt this ready-to-use app template through a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, adjust navigation, connect forms and tables, or build automated workflows that support data collection and internal collaboration. The finished app can be shared by link or QR code, giving staff convenient mobile access wherever enquiries occur. Jotform App Templates make it easier to create a practical self-service experience for enquiry capture while keeping follow-up resources organized in a single app.

Preview: Creative Media Brief App

The Creative Media Brief App is a centralized workspace for collecting project requirements, reviewing creative work, and monitoring production updates. It gives marketing teams, creative departments, agencies, freelancers, and project managers a consistent way to turn requests into clear, actionable briefs. Users can submit and browse briefs, add creative reviews, and log production progress without relying on scattered messages or documents. By keeping project goals, audiences, deliverables, requester details, feedback, and reference materials accessible in one place, the app helps stakeholders maintain context, reduce missed requirements, and move media projects forward with greater clarity.Jotform App Templates make it easy to adapt this app template to an organization’s creative workflow without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, teams can update pages, branding, navigation, and connected forms to fit their processes. Brief intake, data collection, review records, and progress check-ins can be linked within one mobile-friendly experience. Once customized, the app can be shared by direct link or QR code, giving requesters and production teams convenient self-service access from nearly any device.

Preview: Content Monetization Review App

The Content Monetization Review App helps creators, publishers, marketing teams, consultants, and media businesses evaluate whether content is ready to generate revenue. Users can submit content for review, assess its intended audience and monetization model, and record findings, decisions, revenue estimates, and follow-up dates in one organized experience. It is useful for reviewing sponsored material, subscriber content, educational resources, digital publications, or other revenue-focused assets before launch. By applying consistent review criteria and keeping insights tied to each submission, teams can compare opportunities, identify gaps, prioritize promising concepts, and make clearer decisions about what to revise, approve, or revisit.Jotform Apps makes this app template easy to adapt without coding. Use the drag-and-drop app builder to update pages, navigation, visual elements, and branding, then connect forms and tables to support data collection and workflow management. Teams can provide a convenient self-service route for new review requests while keeping supporting information accessible on desktop and mobile devices. The finished app can be shared through a direct link or QR code, helping collaborators submit ideas and consult review outcomes from a central location. Start with this template, tailor the criteria to your revenue strategy, and publish a polished review experience in minutes.

Preview: Advertising Request Management App

The Advertising Request Management App gives marketing teams, agencies, internal communications departments, and growing businesses one place to receive and oversee advertising requests. Requesters can submit a campaign brief, while coordinators can track requests and review key information such as the channel, budget range, priority, and expected outcome. Centralizing these activities makes it easier to assess demand, clarify campaign needs, plan workloads, and keep stakeholders informed. This app template is especially useful for organizations that manage advertising requests from multiple departments, clients, locations, or project owners and need a consistent intake workflow.With Jotform Apps, teams can customize this Advertising Request Management App through a no-code app builder and an intuitive drag-and-drop interface. Pages, navigation, branding, forms, tables, and connected workflows can be adjusted to match existing processes without programming. Teams can organize data collection, provide self-service request access, monitor campaign information, and open request insights from a mobile-friendly experience. Publish the app with a direct link or personalized URL, then update its content as advertising operations evolve.

Preview: Partner And Buyer CRM App

Partner And Buyer CRM App gives sales teams, partnership managers, account representatives, brokers, and growing businesses one place to manage relationships with external partners and prospective buyers. Users can browse separate partner and buyer records, open contact details, log calls or other interactions, and review reports that show relationship activity. This app template is especially useful when contacts are spread across documents, inboxes, or disconnected systems and team members need a clearer record of previous outreach. It supports lead follow-up, partnership development, buyer engagement, account planning, and handoffs between colleagues while making essential relationship information easier to find.With Jotform Apps, teams can adapt this CRM experience without writing code. The no-code app builder and drag-and-drop interface make it easy to update pages, navigation, visual branding, and connected forms as relationship processes evolve. Records can connect with Jotform Tables for organized data collection, while notifications and workflows help teams act on new entries and interaction updates. Once customized, the app can be shared through a direct link or QR code for convenient mobile access. Jotform App Templates offer a practical starting point for building a branded workspace that improves team collaboration and keeps partner and buyer management consistent.

Preview: Visitor Contact App

Visitor Contact App gives sales teams, service departments, reception staff, event organizers, and community groups one accessible place to collect inquiries and maintain visitor contact details. Visitors can submit a question, while authorized team members can review contacts and use a direct email action for follow-up. This app template is useful for managing prospective customers, event attendees, office guests, program participants, and other people who request information. By replacing scattered messages and manual contact lists, it helps teams respond consistently, retain useful context, and create a clearer process for ongoing visitor engagement.Jotform makes this Visitor Contact App easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Teams can update pages, navigation, colors, and branding, then connect forms, tables, notifications, and workflows to support data collection and internal collaboration. Jotform app templates can be shared through a direct link or QR code, giving visitors convenient mobile access without requiring technical setup. Whether the app supports a small business, nonprofit, educational institution, or event team, it can provide a polished self-service entry point while keeping contact review and follow-up activities organized.

Preview: Product And Partnership Inquiry App

Product And Partnership Inquiry App gives businesses a central destination for receiving product questions and partnership proposals from prospects, vendors, distributors, affiliates, and other potential collaborators. Visitors can submit an inquiry, explore partnership opportunities, review inquiry status, or access contact options without searching across separate channels. Sales, marketing, business development, and customer engagement teams can use this app template to collect relevant details consistently, route promising opportunities to the right people, and give external contacts a convenient self-service experience. It is especially useful for growing companies that need an organized way to manage interest while reducing missed messages and disconnected follow-ups.Jotform App Templates help teams create polished digital experiences without writing code. With Jotform’s no-code app builder and drag-and-drop interface, you can adapt the pages, navigation, colors, typography, and branding to fit your organization. Connect forms and tables to support data collection, build a practical workflow for reviewing inquiries, and keep incoming information accessible in one place. Once the app is ready, publish it through a direct link, personalized URL, QR code, or embedded experience so potential partners and customers can reach it from any device.

Preview: Wholesale Property Opportunities App

Wholesale Property Opportunities App is a centralized resource for presenting, reviewing, and submitting off-market or wholesale real estate opportunities. It helps property wholesalers, acquisition teams, investors, brokers, and real estate groups keep potential deals accessible in one organized experience. Users can browse available properties, review market insights, compare asking prices with estimated values, and view essential property information before requesting follow-up. Contributors can also submit new opportunities through a connected form, reducing scattered messages and helping teams maintain a more consistent intake process. This app template supports faster opportunity reviews, clearer communication, and convenient self-service for prospective buyers and partners.With Jotform Apps, teams can adapt App Templates like this one using a no-code app builder and an intuitive drag-and-drop interface. Add branded pages, update navigation, connect forms and tables, or build approval and notification steps around your workflow without writing code. The Wholesale Property Opportunities App can be shared through a direct link or QR code, giving users mobile-friendly access wherever they evaluate properties. Jotform also makes data collection easier by keeping submissions and related actions connected, helping real estate teams turn incoming opportunities into organized, actionable records.