Tables
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Table Templates
CRM Templates
Trending Templates
Solar CRMSimple CRMConstruction CRMClient Database TemplateSchool CRMReal Estate CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Small Business CRM

Trending Templates
Solar CRMSimple CRMConstruction CRMClient Database TemplateSchool CRMReal Estate CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Small Business CRM

Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.

See Demo
Categories
  • Go to Category: CRM Templates
Small Business CRM Template
See Demo:
See Demo
About this template

As a small business owner, you need an efficient way to manage customer relationships. Instead of using a complicated or expensive CRM tool, try Jotform’s free Small Business CRM! This online table template is easy to set up — simply share the attached form with customers or embed it in your website to start collecting leads. Each submission will automatically appear in your Small Business CRM Table, so you can easily view and search for clients.

Customize your Small Business CRM to meet your exact business needs. No coding necessary — just drag and drop to add tabs for other business information, set up filters to organize clients by specific criteria, create color-coded tags, and more. You can even switch from the default table view to card view to see the contact information at a glance. Take your small business to the next level with a custom online Small Business CRM!

Categories
  • Go to Category: CRM Templates
Details
2,794 Clone
Created by
jotform
Related templates
Solar CRM Template
Preview: Solar CRM

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
Preview
Simple CRM Template
Preview: Simple CRM

Simple CRM

Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required.

Go to Category:CRM Templates
Preview
Construction CRM Template
Preview: Construction CRM

Construction CRM

A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.

Go to Category:Construction
Preview
Client Database Template
Preview: Client Database Template

Client Database Template

No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.

Go to Category:CRM Templates
Preview
School CRM Template
Preview: School CRM

School CRM

Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.

Go to Category:Education
Preview
Real Estate CRM Template
Preview: Real Estate CRM

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
Preview