Customer Relationship Management App brings your relationships, pipeline, and follow-ups into one place so teams can stay on top of every interaction. Use it to capture and update contacts, review deal progress, and keep daily work moving with task tracking. It fits sales teams, account managers, consultants, and service businesses that need a simple way to organize customer details, monitor opportunities, and avoid missed next steps as leads move from first touch to closed deal.
With Jotform, you can tailor this app template to match how your team works using a no-code app builder and a drag-and-drop interface. Connect your contact, deal, and task forms to your workflow, keep data collection consistent across pages, and share a self-service experience with teammates from a single link. As your process grows, you can adjust fields, add steps, and organize records so everyone has clear visibility into customer activity.
Related templates
Birthday Invitation App
A birthday invitation app is used by event planners or individuals to collect RSVPs and share important details for a birthday party. Whether you’re planning your own party or planning one for your clients, this ready-made Birthday Invitation App makes it easy to collect information like RSVPs, dietary preferences, and more on any device.Customize the app design with Jotform’s drag-and-drop builder — no coding knowledge required. You can update the app icon or background, add or remove forms, and add your party details in seconds. Keep all of your party information organized in one place with this free Birthday Invitation App that works great on any device.
Go to Category:Management Apps
Reimbursement App
Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.
Go to Category:Finance Apps
Cookie Sales Tracker App
Wondering how to sell cookies online? A Cookie Sales Tracker App is a great tool for pop-ups and bakeries alike to take cookie orders and track sales. Using this app, customers can place orders online by filling out general contact information, choosing a delivery date, and specifying if the order is for pick-up or delivery. Under order details, there are a variety of customizable options such as flavor, icing, add-ons, cookie shape, and custom order packaging. Your online orders are then stored and compiled in an easy-to-read spreadsheet in Jotform Tables, which you can access from any device.Want to personalize this Cookie Sales Tracker App? Our drag-and-drop interface makes it easy to add or change forms, choose fonts and colors, upload your bakery’s logo, update the app name or text, and more — all without any coding. Once you’re satisfied with the look and feel, just share your app via link on your website or social media and customers can open and download it on any smartphone, tablet, or computer. Sell cookies online with this Cookie Sales Tracker App!
Go to Category:Food & Beverage Apps
Author Marketing App
An author marketing app is used by authors and writers for sharing their work with their readers. Want to know how to sell books online? This Author Marketing App from Jotform allows authors to create a one-stop-shop for their readers to order books, message the author, follow the author’s social media accounts, or join an email list. Authors can also create a bio page, announce upcoming books, and showcase other titles on the app’s main page by uploading book covers to an image carousel.Personalize this app template with just a few clicks using Jotform’s no-code app builder. Simply drag and drop to add or change form elements, choose fonts and colors, upload a custom avatar and background image, add payment integrations, and much more. Once you’re satisfied, easily share your app with your readers by embedding it in your website or social media, or by sharing the app link in a newsletter email. Create a fully customizable app for marketing your writing and connecting with your readers with this Author Marketing App from Jotform.
Go to Category:Online Store Apps
Custom Proposal App
Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!
Go to Category:Finance Apps
Retail Inventory App
A retail inventory app is used by retail store managers and employees for keeping records of product inventory. This free Retail Inventory App allows you to easily keep track of inventory by recording product name, inventory ID, stock location, unit price, quantity, and more through a Product Inventory Information Record Form. Product entries are stored securely in a Product Inventory Table in your account, which you can sort, filter, and search from any device. You can also share and export an inventory list with just a few clicks.If you’d like to personalize your app, just use our drag-and-drop form builder to add or change form elements, choose fonts and colors, and customize your icon and splash page—no coding required. With Jotform’s Role-based feature, you can control access so tutors, admins, and other users see only the parts of the app relevant to them. Afterwards, you can share your app with managers and employees using a link or embed it in an internal website. Start keeping detailed product inventory records with this customizable Retail Inventory app from Jotform.
Go to Category:Company Portal Apps