# Jotform Teams | Online Collaboration for Agencies

Jotform Teams

# Online workspace

for agencies

Get your agency organized with Jotform Teams. Work together on projects, manage **client information**, **collect feedback**, and perform other tasks **collaboratively with your team**. Add members to your workspace for seamless online collaboration.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 1: Introduction Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvaW50cm9kdWN0aW9uLWFnZW5jeS5wbmc=/introduction-agency.png?w=1708&t=1)

## Organize information

 into folders

Maximize team resources and manage forms in one location with **Jotform’s powerful folder feature**. Create project management forms and keep them organized in your shared workspace.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 2: Information Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvaW5mb3JtYXRpb24tYWdlbmN5LnBuZw==/information-agency.png?w=1406&t=1)

## Manage projects

 and scheduling

Managing a team is never easy, and it can get even more complicated when dealing with complex projects. **Keep your client information organized** and improve the way you **manage** and **assign tasks** using Jotform Tables.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 3: Schedule Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvc2NoZWR1bGUtYWdlbmN5LnBuZw==/schedule-agency.png?w=1685&t=1)

## Optimize your approval workflow

Save time with automation. Create an **automated workflow for your agency** so project managers and clients can approve or respond to requests with ease.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 4: Workflow Mobile Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvd29ya2Zsb3ctbW9iaWxlLW5ldy5wbmc=/workflow-mobile-new.png?w=40&t=1)

![Image 5: Workflow-1 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvd29ya2Zsb3ctMS1hZ2VuY3ktbmV3LnBuZw==/workflow-1-agency-new.png?w=40&t=1)

![Image 6: Workflow-2 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvd29ya2Zsb3ctMi1hZ2VuY3ktbmV3LnBuZw==/workflow-2-agency-new.png?w=40&t=1)

![Image 7: Workflow-3 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvd29ya2Zsb3ctMy1hZ2VuY3ktbmV3LnBuZw==/workflow-3-agency-new.png?w=40&t=1)

## Streamline your proposal and signing processes

Share your proposal with other parties to **sign off on from any device**. Save time on your next project proposal and signing process. You can add details such as project description, goals, expected outcomes, resources and budget, and more.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 8: Streamline Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvc3RyZWFtbGluZS1hZ2VuY3kucG5n/streamline-agency.png?w=40&t=1)

## Compile everything in one place

Keep all of your information in a secure online account. If you work for an insurance agency, for example, you can keep all of your car, life, business, and medical insurance quote information in a single app.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 9: Compile Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvY29tcGlsZS1hZ2VuY3kucG5n/compile-agency.png?w=40&t=1)

## Capture and resolve requests

Track and manage tasks from your customers and employees with Jotform Boards. Transform form submissions, AI Agent conversations, and workflow steps into tasks that your team can easily collaborate on. Review budget requests, track IT service tickets, and so much more.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

![Image 10: Capture and resolve requests](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZXhhbXBsZXMvdGFzay1hZ2VuY3kucG5n/task-agency.png?w=40&t=1)

## Store client data securely

Ensure your agency data is kept safe and protected with **PCI**, **GDPR** Compliance and a signed **business associate agreement (BAA)**. Jotform also offers **single sign-on (SSO)**, **SOC 2 Type II compliance**, and form encryption to help keep information secure.

[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)

TESTIMONIALS

## What Our Users Say About Jotform Teams

Jotform has been great to work with and has a variety of workflows to create what you want rather than some other options that are fairly limited. Once you build one form to get the hang of it, the builder is super easy and intuitive as well.

Mitch Adams,

Digital Marketing Agency Owner

## Discover Jotform Teams

[View Press Kit](https://www.jotform.com/teams/media/)[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)[Watch the Webinar](https://www.jotform.com/teams/webinar/)