Roofing CRM App brings your roofing sales and job work into one place so you can capture new leads, keep your pipeline moving, and stay on top of active projects and follow-ups. It’s a practical fit for roofing contractors, project managers, office coordinators, and small crews who need a clear view of customer requests from first contact through scheduling and handoff. With quick add buttons for new roofing leads and new roofing projects, plus simple navigation to your lead pipeline and active project lists, teams can reduce missed callbacks, prioritize high-value opportunities, and keep communication organized across busy days in the field.
Built with Jotform, this app template helps you publish a mobile-friendly CRM experience without relying on code. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, update what your team sees first, and connect your lead, project, and follow-up data collection to the workflows you already run. Share the app by link or QR code, keep records centralized, and make it easier for your team to manage updates in real time while Jotform keeps information structured and accessible for ongoing work.
Related templates
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
Real Estate CRM App
Real Estate CRM App is an app template designed to centralize client interactions, property listings, and sales activities in a unified management system. It's a ready-to-use solution that efficiently streamlines the inner workings of real estate agencies, brokers, property managers, and sales teams by organizing their client and property relationships into one digital platform. This app is optimized for the collection of critical data, including client communication, property details, and sales records, providing a clear and consistent overview for more effective decision-making. By replacing ad-hoc data collection methods with this template, real estate professionals benefit from a more organized and efficient workflow, thus contributing to improved productivity and client satisfaction. This app is particularly beneficial for those who aim to reduce manual tasks, minimize errors, and optimize operational efficiency in their real estate operations.Jotform's Real Estate CRM App is a robust platform that makes the task of real estate management simple and seamless. With Jotform's user-friendly interface, you can easily customize the app to your specific needs, from adjusting the app's layout and design to adding or modifying data fields. The easy-to-use drag-and-drop feature allows you to personalize your app without any coding required. Furthermore, the app supports the collection of electronic signatures, making it convenient for clients to sign off on important documents digitally. Jotform also features a comprehensive reporting system, enabling you to generate sheets and reports from your collected data with ease. The simplicity and flexibility of Jotform's Real Estate CRM App make it a formidable ally in your daily real estate operations, helping you maintain a high level of efficiency and client satisfaction.
Go to Category:Real Estate Apps
Field Sales Check-In App
Field Sales Check-In App helps field reps capture consistent visit check-ins and keep a searchable record of customer activity in one place. Use it to log who was visited, when the visit happened, outcomes, and the next follow-up, while giving your team fast access to customer lists and visit history for better day-to-day execution. It’s a practical fit for outside sales teams, route-based reps, territory managers, and growing businesses that need a reliable way to confirm visits, reduce missed follow-ups, and standardize reporting across locations.With Jotform, you can turn this app template into a mobile-friendly self-service experience for your team using a no-code app builder and a drag-and-drop interface. Connect your check-in form to organized records, review visits over time, and share the app with the right people using a simple link or QR code. As your workflow evolves, you can adjust pages, add steps like approvals, and keep data collection aligned with how your field sales operation actually runs.
Go to Category:Sales & Marketing 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
Customizable Quotation Management App
Create and manage quotes for your customers using Jotform’s free Quotation Management App for sales teams. This fully customizable mobile app includes a client questionnaire and a quotation log that syncs to our Simple CRM template. You and other members of your sales team can download and use the app on any computer, tablet, or smartphone to fill out the attached forms or view data in the tables.Customize this Quotation Management App for your business in just a couple of clicks. No coding is necessary — just drag and drop to customize the look and feel of your app. You can easily add forms, tables, links, documents, images, logos, and much more. Then share your mobile with others via the app link or by sending email invites. Make it easier to generate and track customer quotes with a custom Quotation Management App for your sales team.
Go to Category:Management Apps
Relationship Management App
Relationship Management App helps teams keep important connections organized and easy to follow up on, whether you’re managing customers, leads, partners, donors, or community members. It brings key contact details into a simple contacts view and supports consistent outreach with interaction logging and reminders, so nothing gets missed after a call, meeting, or email. This works well for small businesses, sales and marketing teams, agencies, consultants, and nonprofits that need a lightweight way to track relationship history without juggling scattered notes or separate spreadsheets.With Jotform, you can turn relationship tracking into a shareable self-service experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your app to forms and tables for reliable data collection, and keep your workflow moving with quick updates and centralized records. Publish the app for your team, align on the same source of truth, and expand it as your process evolves.
Go to Category:Customer Engagement Apps