Green Vehicle Loan CRM App helps auto dealers, financing teams, and sustainable mobility programs manage green vehicle financing leads from first contact to follow-up and application review. Use it to capture new finance leads, guide prospects into a loan application, and keep conversations moving with scheduled follow-ups so no opportunity gets lost. It’s a practical fit for showrooms promoting electric or hybrid inventory, lenders running eco-focused offers, and brokers who need one place to connect applicants with the right vehicle and next step.
Built with Jotform, this app template brings lead intake, loan workflows, and inventory browsing into a single self-service experience you can share in minutes. Customize pages with a drag-and-drop interface, link cards and buttons to the right forms, and keep your data collection organized as your pipeline grows. Whether you’re coordinating internal reviews or giving prospects a simple way to explore green vehicles and start applying, Jotform Apps makes it easy to publish a polished CRM app without code.
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Lead Management App
Lead Management App helps sales and marketing teams capture new leads, keep contact details organized, and move prospects through a simple pipeline from first touch to follow-up. Use it to centralize lead intake from events, inbound interest, referrals, or outbound outreach, then quickly review lead records, flag high-priority opportunities, and keep your pipeline from going stale. With guided navigation for capturing a lead, opening the pipeline, and viewing insights, it’s a practical fit for agencies, consultants, real estate teams, startups, and any growing business that needs visibility into what’s coming in and what needs attention.Jotform makes it easy to turn this lead workflow into a branded, shareable app experience using a no-code app builder and a drag-and-drop interface. Connect your lead form to the app for fast data collection, keep records consistent as your team updates lead details, and create a self-service experience you can share by link for internal use or with partners. As your process evolves, you can adjust pages, layout, and connected workflows in minutes without rebuilding from scratch.
Go to Category:Customer Portal 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
Customizable Sales Tracking App
A sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.
Go to Category:Company Portal Apps
Customer Relationship Management App
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.
Go to Category:Customer Portal Apps
Customer Support App
A customer support app is a type of mobile application used by customer support teams to respond to customer tickets and support requests. Use this free Customer Support App to build a central hub for your support operations. Collect support tickets, link to your chat support, list FAQs, and more. To get started, use this ready-made template and customize it to your liking.Drag and drop to make any changes to this Customer Support App. Upload branding assets and logos, select a custom app icon, add or remove support forms, change your app’s backsplash, and more. You can even integrate your app with 200+ platforms to add an extra layer of customization. Streamline your support process with Jotform Apps.
Go to Category:Customer Portal Apps
Customer Database App
Customer Database App brings your customer information into one organized place so you can add new customers, browse profiles, and keep a reliable record of every relationship. It fits teams that need quick access to names and details across sales, support, operations, and account management, especially when information is scattered across spreadsheets, inboxes, or individual devices. With an in-app option to add customers and a browse view for customer profiles, staff can find the right record faster and reduce duplicate entries as the list grows.Built with Jotform, this app template can be tailored in a no-code app builder with a drag-and-drop interface, making it easy to adjust pages, navigation, and the customer intake flow as your process evolves. Connect the add-customer form to a central record list, share the app through a link for self-service access, and keep work moving with a clear workflow for capturing and reviewing customer data collection. You can also provide a personal view like My Submissions so team members can quickly revisit the profiles they created or updated.
Go to Category:Customer Portal Apps