Small Business CRM App
Create a CRM app for your small business. Easy to customize. No coding. Fill out forms on any device. Track and manage deals. Improve your team’s collaboration.

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A small business CRM app is used by small businesses for customer relationship management (CRM). This Small Business CRM App lets you receive client questionnaires, track and manage deals, submit content requests for social media, and more. Simply customize the app to perfectly match your needs with no coding required, then share the app to start collecting form submissions.
Need to customize this free app template? Drag and drop to get the design you want. Add your company logo and branding, update the included forms, split your app into multiple pages, and make other changes in seconds. You can even integrate the app with 200+ other platforms to automatically sync submissions to your other accounts! Streamline your business’ workflow with a ready-made Small Business CRM App from Jotform.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
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 retail inventory app is used by retail store managers and employees for keeping records of product inventory. This free Retail Inventory App allows you to easily keep track of inventory by recording product name, inventory ID, stock location, unit price, quantity, and more through a Product Inventory Information Record Form. Product entries are stored securely in a Product Inventory Table in your account, which you can sort, filter, and search from any device. You can also share and export an inventory list with just a few clicks.If you’d like to personalize your app, just use our drag-and-drop form builder to add or change form elements, choose fonts and colors, and customize your icon and splash page—no coding required. With Jotform’s Role-based feature, you can control access so tutors, admins, and other users see only the parts of the app relevant to them. Afterwards, you can share your app with managers and employees using a link or embed it in an internal website. Start keeping detailed product inventory records with this customizable Retail Inventory app from Jotform.
Go to Category:Company Portal AppsA 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 AppsAn employee onboarding app makes it easier to integrate a new employee into your company by making important internal resources available on any device. Simplify the transitional period and successfully onboard new hires with a fully custom Employee Onboard App powered by Jotform. This ready-to-use mobile app includes a table for tracking onboarding progress, company photos and social links, and a separate page with team contact information. New hires can download the app onto their mobile device or computer for easy access at any time.Customize this Employee Onboarding App for your company in just a few clicks. Without coding, you can use our drag-and-drop builder to add forms and tables, embed links, upload documents and training videos, create new pages, update fonts and colors, and much more. When your app is ready to use, it can be sent directly to new hires via email invites or the app link. Successful employee onboarding can be the key to business success — so get started with an efficient, easy-to-use Employee Onboarding App tailored to your company.
Go to Category:Company Portal AppsThis Employee Absence Tracking App helps employees request time off and helps HR, managers, and employers track absences from any device. It includes submission tracking, with Admin-only access to view and manage requests and keep information organized and relevant based on the type of leave. All submissions are automatically available in Jotform Tables where admins can review them as a spreadsheet, calendar, or cards for faster follow-up and reporting.The app can be customized with multiple request forms for different leave types, a personalized splash screen or icon, and guidance text to support employees while submitting requests. With Jotform’s Role-based feature, you can control access so tutors, admins, and other users see only the parts of the app relevant to them. For privacy and compliance, sick leave request forms require employee login, ensuring only authenticated users can submit sensitive absence information. Save time and simplify leave management with a secure, streamlined way to handle employee absences.
Go to Category:Company Portal AppsAn HR management app keeps all your recruiting tools in one place that can be accessed from any device. Support your human resources team with a fully custom HR Management App powered by Jotform. This ready-to-use template includes multiple HR forms and tables to help you keep all of your data organized in one central location. You and your HR team can download the app onto any smartphone, tablet, or computer for easy access to your forms, tables, and other resources.Want to modify this app template for your company? You won’t need any coding knowledge – with our intuitive builder, all you need to do is drag and drop to add or update forms, tables, links, documents, pages, buttons, and other app elements. You can even change the app name, icon, fonts, colors, and splash screen to match your branding. When it’s ready to use, share it with your HR team by sending email invites or the app link. Manage new and existing employees effectively with a HR Management App built just for your HR team.
Go to Category:Company Portal Apps