Small Business CRM
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!
Related 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
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
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
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
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