Customer Relationship Management App
Manage contacts, track deals, and stay on top of follow-ups with the Customer Relationship Management App, a flexible option for sales and service teams who want organized customer data and a clear workflow in Jotform.
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.
It’s used to organize customer information and support day-to-day relationship management by capturing contacts, tracking deals, and keeping tasks visible so teams can follow up consistently.
At a minimum, include a contact capture and edit form, a place to list and update deals, and a task list for follow-ups. Many teams also add notes fields, owner assignments, and simple status options so activity is easy to review.
Use it when customer details are spread across messages and spreadsheets, when deals are hard to track, or when follow-ups slip through the cracks. It’s also helpful when you want a lightweight system that’s easy to share with a small team.
Sales teams, client success teams, consultants, agencies, and service providers can all use it. It also works well for small businesses that need a straightforward way to manage relationships without a complex setup.
It helps centralize customer data collection, improves visibility into deal progress, and keeps tasks organized for timely follow-ups. Teams spend less time searching for information and more time acting on it.
Yes. You can edit form questions, add or remove fields, and adjust how information is displayed so your contact records, deal details, and task tracking match your workflow.
Yes. You can share the app through a link so teammates can add contacts and deals, update records, and keep tasks current, making it easier to coordinate work in one place.
Yes. The app is built for quick access on mobile devices, which is useful for logging a new contact, updating a deal stage, or adding a follow-up task while you’re away from your desk.
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 AppsAn 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 AppsAn expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.
Go to Category:Company Portal AppsReach a wider audience and take your marketing agency online with a branded app from Jotform Apps. With this ready-made Marketing Agency App, you can showcase your offered services, marketing portfolio, and link to your social media accounts. Clients can access and download your app onto any smartphone, tablet, or desktop computer in seconds.Want to personalize this Marketing Agency App to suit your needs? No problem! Jotform’s drag-and-drop builder makes it easy to add form elements, install helpful widgets and integrations, change fonts and colors, upload your agency’s unique branding, and much more without any coding or design knowledge. Share your app by sending email invitations, including the app link in social media accounts and posts, or by seamlessly embedding it in your company website with a simple copy-paste code.
Go to Category:Consulting AppsProposals 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 AppsA content planning app is commonly used by marketing teams to manage content calendars. With Jotform Apps, you can build your own Content Planning App for free. Add a content calendar, brainstorm notes, content audits, and so much more. You can even integrate your app with 250+ platforms to send data straight to your other marketing accounts — all with no coding required.Customizing your Content Planning App is easy and intuitive with Jotform’s drag-and-drop builder. Add or remove forms, switch up fonts and colors, choose a unique app icon, upload branding assets and images, and so much more. Once you’re happy with your app, all you need to do is share it with your team. Embed it in your online workspace or send it via link so your team members can download it to their mobile, tablet, or desktop device.
Go to Category:Company Portal Apps