Small Business Record Keeping App helps small teams log day-to-day transactions and keep business records in one place, without relying on scattered spreadsheets or paper receipts. It’s a practical fit for owners, office managers, and bookkeepers who need a simple way to record a transaction, look up past entries, and get a quick read on performance through built-in insights.
With Jotform, you can turn this app template into a branded, self-service record hub using a no-code app builder and a drag-and-drop interface. Connect the app to your Transactions form for consistent data collection, organize records so they’re easy to browse, and keep workflows moving with shareable access for your team on any device.
Retirement Planning App
A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting Apps
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
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
Event Budget Planner App
An event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.
Go to Category:Company Portal Apps
Stock Market App
Stock Market App is an app template designed to centralize and streamline financial data collection for financial service providers, fintech startups, investment platforms, and organizations. Its main purpose is to serve as a reliable platform for tracking stock market activity, monitoring investments, and providing users with a comprehensive view of their financial information in one system. With its ready-to-use functionality, this app template is an efficient solution for financial coordinators seeking to eliminate scattered data sources and bring consistency to their investment monitoring processes. The Stock Market App collects relevant financial data, making it a must-have for firms looking to simplify and optimize their investment tracking, especially in an environment of fast-paced stock market dynamics.Jotform’s no-code, drag-and-drop interface helps financial service providers easily customize their Stock Market App with their branding, fonts, and colors without the need for technical know-how. The addition of e-signature capabilities further streamlines data collection by enabling users to authenticate and approve transactions directly within the app. Ease of use is at the heart of Jotform's offering, and this extends to sharing and accessibility as well. The Stock Market App can be accessed on any smartphone, tablet, or desktop, and installed directly to users' home screens without requiring an App Store download. This seamless experience, combined with Jotform’s commitment to providing ready-to-use, effective solutions, makes the Stock Market App an invaluable addition to any financial service provider’s operational workflow.
Go to Category:Finance Apps
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance Apps