Client Database Template

Manage your clients better than ever before with Jotform’s online Client Database Template! This Client Database Template works hand-in-hand with our Sales Lead Generation Form, which will automatically send each submission to an easy-to-use online table! To get started, simply embed the form in your website or share it with your target audience and watch new leads auto-populate your Client Database! You can download it as a PDF, CSV, or Excel file and share it with others on your team in one click.

This Client Database Template is ready for you to use as is, but feel free to customize it to better suit your needs. No coding required — just drag and drop to create new tabs and tags, add rows and columns, set up filters, attach files and photos, group leads by specific criteria, and more! You can even switch from spreadsheet view to calendar view to see upcoming meetings, or card view to see leads as easy-to-read cards. With a custom online Client Database that doesn’t require complex coding, you can spend less time manually transferring contacts and more time building better relationships with clients!