Client Management App
Free and customizable CRM app for your company. Add and track new clients, tasks, reports, and more. Easy to download and share. Works on any device. No coding.

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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!
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
Client Management App is a digital platform that aids businesses in managing and organizing client information, interactions, and activities for effective relationship management.
Client Management App includes client contact information, history of interactions, appointment scheduling, notes and tasks, and service tracking features.
Client Management App is valuable when you need to streamline client interactions, maintain organized client records and improve relationship management in your business.
Service providers, customer service teams, sales representatives, and business administrators can use Client Management App to manage client interactions and relationships more effectively.
Client Management App enhances client relationship management by organizing client data, streamlining communication, improving service tracking and enabling efficient appointment scheduling.
Yes, Client Management App supports receiving digital confirmations for appointments, tasks, and services to keep your workflow efficient and organized.
Absolutely, Client Management App is accessible and fully functional on all devices including smartphones, tablets, and desktop computers for maximum convenience.
You begin by cloning the Client Management App template, then customize it to suit your business needs, and finally, share the app with your team to start managing client interactions efficiently.
An Intranet App is used for consolidating company forms and documents in one convenient location. This Intranet App bundles nearly a dozen forms for employees to record general contact information, request training or time off, open IT service tickets, and fill out COVID-19 screening checklists. There are also several surveys for employees to submit workplace improvement suggestions and report incidents. Employee data and submissions are stored securely in your Jotform account, which managerial staff can access from any smartphone, tablet, or computer.Make this app template your own with Jotform’s no-code app builder. Just drag and drop to add or change forms, upload documents, create buttons, add external links, and more. You can also customize your splash screen to include your own branding and make company-wide announcements. When you’re finished, you can share your app with a link and employees can then access and download it on any device. Create a one-stop-shop for your company’s forms and documents with this free Intranet App from Jotform.
Go to Category:Company Portal AppsA 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 AppsA Warehouse Management App is used by businesses to keep track of new warehouse inventory. With this fully-customizable app, you can record item names, descriptions, quantities, model and serial numbers, as well as account and payment details from the distributor and receiving company. An easy-to-read stock inventory list is stored securely in your online account and can be accessed and downloaded on any device.Want to customize this Warehouse Management App to match your company’s branding? Our drag-and-drop interface makes it easy to add forms, upload your logo, change fonts and colors, create a custom app icon, and more — no coding necessary. When you’re done, employees can download your app on any smartphone, tablet, or desktop for future use. Keep a bird’s eye view on your warehouse inventory with this Warehouse Management App.
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Go to Category:Education Apps