Sales Team Management App

About this template

Sales Team Management App keeps lead and deal work organized in one place so sales teams can move faster without losing track of follow-ups. Use it to capture new leads, review lead details, create deals, and log activities tied to each opportunity, making it easier to understand what’s happening across the pipeline. It’s a strong fit for inside sales teams, field reps, agencies, and growing SMBs that need consistent processes for prospecting, deal updates, and day-to-day sales activity.

Jotform makes it simple to turn this sales team management app template into a polished, shareable workspace with a no-code app builder and a drag-and-drop interface. Connect buttons and pages to your forms and data collection flows, then publish the app for quick self-service access across your team. As your workflow evolves, you can adjust pages, add new actions, and keep everyone aligned with the same real-time source of truth in Jotform.

Related templates

Expense Report App

An 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 Apps
Preview

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
Preview

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
Preview

Vendor App

This ready-to-use app comes with a product inventory list via Jotform Tables, as well as forms for adding vendors or products and collecting product requests. You’ll be able to access, share, and download the app from any smartphone, tablet, or computer.Make modifications to your Vendor App in just a few clicks with our drag-and-drop interface. Feel free to create and add new forms, upload your company branding, and change the app icon, name, and splash page for a more personalized look and feel. When it’s ready, you can share your app with others by sending a link that can be opened on any device. Make vendor management a breeze!

Go to Category:Retail Apps
Preview

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
Preview

Simple Accounting App

Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.

Go to Category:Company Portal Apps
Preview