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.
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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
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
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance & Accounting Portal 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
Bank Reconciliation App
Bank reconciliation is the process in which a bank account’s balance is reconciled to the amount reported by a financial institution according to the account’s most recent statement. To carry out this process in the easiest way possible, consider using Jotform to create a Bank Reconciliation App for internal use. Add forms to record new transactions, make detailed reports, and more! To share this app with others, simply link to it directly, share via QR code, or embed it in your online workspace.Need to make changes to how your Bank Reconciliation App looks? Just use our drag-and-drop app builder to do so. Upload personal branding assets, change fonts and colors, integrate with helpful payment or scheduling tools, edit letter text, and more depending on your needs. Make bank reconciliation easier for all parties with Jotform.
Go to Category:Finance Apps
Sales Order App
This Sales Order App provides one convenient location for your customers to place and cancel sales orders. From this readymade app, customers can fill out account and shipping information, choose item and quantity numbers, and pay for their orders by card or PayPal. There is also a separate form for leaving feedback, and you can share testimonials on your splash page. Customers can access and download your app to their smartphone, tablet, or desktop computer for future use.Want to change the look of your Sales Order App? Our drag-and-drop interface makes customization a snap! With a few clicks, you can add forms, choose fonts and colors, upload your own logo, update the app icon and splash page, and more—no coding necessary. With Jotform’s Require Login feature, you can secure your app pages by requiring users to sign in before accessing certain content or features. Once you’re satisfied with your app’s design, simply share a link with your customers and they can start making orders from any device. Simplify your ordering process with this free Sales Order App!
Go to Category:Customer Portal Apps