Deal Tracker App
Deal Tracker App helps sales teams track an open pipeline, add new deals, and log activity in one place using Jotform App Templates built with a no-code app builder.
Deal Tracker App helps sales teams and client-facing businesses keep opportunities organized from first conversation to close. Use it to view an open pipeline at a glance, add new deals as they come in, and open a deal record to keep key details in one place. It’s a practical fit for SMB sales reps, account managers, agencies, and consultants who want a single hub for monitoring active opportunities and keeping momentum on follow-ups.
Jotform makes it easy to turn your deal process into a shareable, self-service app experience with its no-code app builder and drag-and-drop interface. Connect your Deal Tracker App to forms and tables for reliable data collection, capture activity logs as work happens, and keep your workflow consistent across the team. When you’re ready, publish and share the app in minutes so everyone can add deals, review pipeline status, and track progress from any device.
Deal Tracker App is used to manage sales opportunities by viewing an open pipeline, creating new deal entries, and tracking progress and touchpoints within each deal record.
Include key deal details such as deal name, stage, expected value, close date, next step, and notes, plus an activity log so your team can record calls, meetings, and follow-ups tied to each deal.
Use it when you need a lightweight way to monitor active opportunities, standardize how deals are added, and keep activity history easy to find without searching through separate documents or threads.
Sales representatives, account managers, founders, agencies, consultants, and small business teams can use it to keep their pipeline organized and make sure follow-ups are documented.
It centralizes deal tracking, makes it faster to add and review opportunities, and helps teams stay consistent by keeping pipeline views and activity logging connected in one workflow.
Yes. In Jotform’s app builder, you can rearrange pages, update navigation buttons, and tailor what users see first, such as an open pipeline view or a quick entry point for new deals.
Yes. You can publish the app and share it with your team so they can add deals, open records, and log activities from a single link, making collaboration simpler across roles.
Yes. The app is designed for quick access on phones and tablets, which is helpful for logging activity after calls, updating a deal right after a meeting, or reviewing the pipeline while traveling.
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