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Small Business CRM

Trending Templates
Client Database TemplatePersonal CRMConstruction CRMHealthcare CRMSolar 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.

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Small Business CRM Spreadsheet Template
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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!

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Created by
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.

  • Lead Capture Form

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