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!
Healthcare CRM
Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.
Go to Category:Healthcare
Massage CRM
Collect and manage client information and appointments for your massage business. Free digital CRM platform. Easy to customize, download, and share online.
Go to Category:Salon
Solar CRM
Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.
Go to Category:CRM Templates
Real Estate CRM
A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.
Go to Category:Real Estate
Sales CRM
A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.
Go to Category:CRM Templates
Church CRM
A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.
Go to Category:CRM Templates