Business Sales App

About this template

Business Sales App helps sales teams and owner-operators capture new leads, keep opportunities organized, and follow up faster from one place. Use it to collect lead details through a simple intake flow, review lead profiles, and keep an eye on active deals in your pipeline so nothing slips through. It fits agencies, B2B service providers, local businesses, and small sales teams that want a clear view of who to contact next, what each deal is worth, and where prospects stand without juggling multiple tools.

Built with Jotform App Templates, this app template is easy to tailor to your process using Jotform’s no-code app builder and drag-and-drop interface. Connect the lead intake form to your data collection workflow, organize records in tables for quick browsing, and share the app with your team so updates stay consistent. As your sales motion evolves, you can adjust pages, add steps, and keep lead tracking and pipeline management aligned with how your business actually sells.

Related templates

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
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

Social Media Marketing App

A social media marketing app is used by social media managers or marketing agencies to list their services, accept proposal requests, and list their contact information. With this ready-made Social Media Marketing App, your business can provide clients with a convenient mobile app — which they can instantly download onto their smartphone for easy access.Need to make design changes? Add your company logo and branding, update the listed services, and change the app background, colors, and icon for a personal touch. No coding knowledge is required with our drag-and-drop builder! Give your customers a quicker way to contact you and book your services with a custom Social Media Marketing App.

Go to Category:Consulting 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

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

Reimbursement App

Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.

Go to Category:Finance Apps
Preview