Solar Lead Management App

Preview: Client Management App

Looking for a way to manage clients without relying on expensive CRM software? Our free Client Management App is just the tool your team needs for tracking all your company’s relationships and interactions with clients. This customizable app shares all your forms at once, so you can register new clients, access your CRM database, log tasks, generate reports, and collect feedback all in one place.Customize your Client Management App to meet your company requirements. No coding necessary—just drag and drop to add or delete forms, embed links to your spreadsheets or other sites, change text and images, and even update your app icon and name to match your branding. Jotform’s List Element feature lets you connect Tables and Role-based features; you can control access so admins and other users see only the parts of the app relevant to them. When your app is ready to use, send the link to teammates to open and download on any smartphone, tablet, or computer. Increase customer loyalty and retention for your company with a custom Client Management App as your go-to CRM tool!

Preview: 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.

Preview: 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.

Preview: Contact Follow Up App

Contact Follow Up App helps you capture new leads and keep every conversation moving forward without losing track of who needs a reply. It’s built for sales reps, small business owners, agencies, and client-facing teams who juggle outreach across events, referrals, inbound inquiries, and repeat customers. With a simple New Contact entry point and a dedicated Follow Ups area, you can quickly log contact details, review people who need attention, and open an individual contact view when it’s time to act.Jotform makes it easy to turn this kind of follow-up workflow into a shareable, branded experience using a no-code app builder and a drag-and-drop interface. Connect your app to forms and tables for consistent data collection, keep information organized in one place, and publish updates fast as your workflow evolves. Whether you’re tracking lead status, prioritizing outreach, or reviewing simple stats, Jotform app templates help you deliver reliable self-service and internal processes without extra tools.

Preview: 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.

Preview: 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.