Small Business CRM App
Create a CRM app for your small business. Easy to customize. No coding. Fill out forms on any device. Track and manage deals. Improve your team’s collaboration.

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A small business CRM app is used by small businesses for customer relationship management (CRM). This Small Business CRM App lets you receive client questionnaires, track and manage deals, submit content requests for social media, and more. Simply customize the app to perfectly match your needs with no coding required, then share the app to start collecting form submissions.
Need to customize this free app template? Drag and drop to get the design you want. Add your company logo and branding, update the included forms, split your app into multiple pages, and make other changes in seconds. You can even integrate the app with 200+ other platforms to automatically sync submissions to your other accounts! Streamline your business’ workflow with a ready-made Small Business CRM App from Jotform.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
An employee review app is used by HR professionals or managers to monitor the performance of employees in a company. With this free app that downloads onto any smartphone, tablet, or computer, employee reviews are a breeze! Just share the app with the members of your company who conduct employee reviews or track employee information for a paper-free solution.Without coding, you can personalize this Employee Review App by changing the icon or splash screen, creating and including other online forms, and adding any other information or spreadsheets you may need. All data is kept safe and secure with Jotform’s advanced security measures, and easy to access when you need it in a Human Resources Table. Perform employee reviews more efficiently with a free Employee Review App.
Go to Category:Company Portal AppsLooking 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 AppsAn employee portal app allows employees to access all internal company documents and links from any mobile device or computer. Create your own company portal in just a few clicks with Jotform’s free Employee Portal App. This customizable template includes a report form, task form, complaint form, leave request form, evaluation form, and employee information form all in one app. Employees will be able to fill out these forms from any smartphone, tablet, or computer, and submissions will be stored in your secure Jotform account.Customize this Employee Portal App to better meet your company’s needs. Without any coding, you can add forms, documents, links, images, buttons, videos, and much more to the template. You can also change the app icon and name and include your company branding in just a few clicks. When it’s ready to use, send email invites to employees directly or share the app link. With a fully-custom Employee Portal App for your company, your employees will enjoy more organized team collaboration and communication, no matter which device they prefer!
Go to Category:Company Portal AppsA 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 AppsA 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 AppsAn 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