The Contact Group Management App is a ready-to-use workspace for organizing people into searchable groups and keeping essential contact details easy to find. Sales teams, community coordinators, membership managers, nonprofit staff, event organizers, and small businesses can use it to add groups, browse grouped records, review individual contacts, and monitor useful insights. It replaces scattered spreadsheets and disconnected lists with a central location for names, email addresses, phone numbers, categories, and notes. Teams gain a clearer view of their networks, spend less time searching for information, and can maintain more consistent records for outreach, relationship management, event coordination, or internal communication.
Jotform makes this app template easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Customize pages, navigation, cards, buttons, colors, and fonts to match the way your team works, then connect forms and tables to support data collection and related workflows. The finished app can be shared through a direct link, QR code, or embedded experience, giving authorized users mobile-friendly access from nearly any device. Starting with Jotform App Templates also reduces setup time while leaving room to create a branded contact management and self-service experience that fits changing operational needs.
Related templates
Lead Tracking App
A lead tracking app lets sales teams track and follow up with new and existing leads from any device. Make it easier for your sales team to capture, nurture, and manage your leads with a fully-customizable Lead Tracking App powered by Jotform. This ready-to-use app template includes multiple tools to help you keep track of your leads and sales pipeline, including a client database, CRM system, client questionnaire, lead-gen form, expense reimbursement form, and more. You and your team can download the app onto any mobile device or computer for easy access to your leads at any time.This Lead Tracking App has everything you need to successfully manage your leads — but if you’re looking for even more, customize the template to meet your each and every need. Our drag-and-drop builder lets you add forms, pages, links, documents, buttons, images, photos, data grids, and other app elements without any coding. When it’s ready to use, your app can be saved onto any device and shared with teammates via email invite or the app link. Turn leads into returning customers with a powerful and easily-accessible Lead Tracking App in your sales toolkit.
Go to Category:Management Apps
Contact Follow Up App
Contact Follow Up App helps you capture new leads and keep every conversation moving forward without losing track of who needs a reply. It’s built for sales reps, small business owners, agencies, and client-facing teams who juggle outreach across events, referrals, inbound inquiries, and repeat customers. With a simple New Contact entry point and a dedicated Follow Ups area, you can quickly log contact details, review people who need attention, and open an individual contact view when it’s time to act.Jotform makes it easy to turn this kind of follow-up workflow into a shareable, branded experience using a no-code app builder and a drag-and-drop interface. Connect your app to forms and tables for consistent data collection, keep information organized in one place, and publish updates fast as your workflow evolves. Whether you’re tracking lead status, prioritizing outreach, or reviewing simple stats, Jotform app templates help you deliver reliable self-service and internal processes without extra tools.
Go to Category:Customer Engagement Apps
Equipment Maintenance CRM Software
Equipment Maintenance CRM Software is an app template designed to streamline the management of customer data, service histories, and maintenance activities. This robust template is intended for maintenance service companies, field service teams, asset managers, and operations departments who are keen on enhancing their service delivery. It centralizes customer data and service history, significantly reducing downtime and boosting operational efficiency. This template is particularly beneficial in scenarios of regular equipment maintenance checks, enabling a smoother scheduling process and better coordination of service delivery. What's more, it's ready to use right out of the box, making data collection a breeze for teams, whether they're in the field or at the office. This template is best suited for organizations seeking to maintain a comprehensive record of equipment maintenance activities in one accessible system.With Jotform, the Equipment Maintenance CRM Software template becomes an operational powerhouse. Jotform's ease of use and customization abilities allow you to tailor the template to your specific needs without requiring any technical skills. The ability to collect electronic signatures simplifies the verification process of maintenance activities, making it an extremely convenient feature for field service teams. Furthermore, you can generate easily digestible reports and sheets from collected data for an overview of maintenance activities. With Jotform, keeping up with maintenance schedules and coordinating service delivery has never been easier. Collect, track, and manage your maintenance data with precision using the Equipment Maintenance CRM Software from Jotform.
Go to Category:CRM Apps
Client Onboarding Portal App
The Client Onboarding Portal App is a centralized onboarding experience for agencies, consultants, professional service providers, and account teams welcoming new clients. It gives customers one place to create a client profile, submit a project brief, and confirm document readiness. Organized client and project records help teams reduce scattered communication, identify missing information, and prepare for kickoff with greater clarity. Use this app template when starting consulting engagements, creative projects, managed services, or other client relationships that require accurate contact details, project requirements, and supporting documents.Jotform Apps makes it easy to adapt this Client Onboarding Portal App to your process using a no-code app builder and an intuitive drag-and-drop interface. Customize pages, branding, navigation, and connected forms without writing code. You can bring data collection, resource access, and workflow steps into a mobile-friendly self-service experience, then share it through a direct link or QR code. Jotform App Templates provide a ready-made starting point while giving your team the flexibility to update content, organize records, and connect approvals or other processes as onboarding needs evolve.
Go to Category:Customer Portal Apps
Small Business CRM App
A small business CRM app is used by small businesses for customer relationship management (CRM). This Small Business CRM App lets you receive client questionnaires, track and manage deals, submit content requests for social media, and more. Simply customize the app to perfectly match your needs with no coding required, then share the app to start collecting form submissions.Need to customize this free app template? Drag and drop to get the design you want. Add your company logo and branding, update the included forms, split your app into multiple pages, and make other changes in seconds. You can even integrate the app with 200+ other platforms to automatically sync submissions to your other accounts! Streamline your business’ workflow with a ready-made Small Business CRM App from Jotform.
Go to Category:Company Portal Apps
Client Management App
Looking for a way to manage clients without relying on expensive CRM software? Our free Client Management App is just the tool your team needs for tracking all your company’s relationships and interactions with clients. This customizable app shares all your forms at once, so you can register new clients, access your CRM database, log tasks, generate reports, and collect feedback all in one place.Customize your Client Management App to meet your company requirements. No coding necessary—just drag and drop to add or delete forms, embed links to your spreadsheets or other sites, change text and images, and even update your app icon and name to match your branding. Jotform’s List Element feature lets you connect Tables and Role-based features; you can control access so admins and other users see only the parts of the app relevant to them. When your app is ready to use, send the link to teammates to open and download on any smartphone, tablet, or computer. Increase customer loyalty and retention for your company with a custom Client Management App as your go-to CRM tool!
Go to Category:Management Apps