Small Business CRM App
Create a CRM app for your small business. Easy to customize. No coding. Fill out forms on any device. Track and manage deals. Improve your team’s collaboration.

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A small business CRM app is used by small businesses for customer relationship management (CRM). This Small Business CRM App lets you receive client questionnaires, track and manage deals, submit content requests for social media, and more. Simply customize the app to perfectly match your needs with no coding required, then share the app to start collecting form submissions.
Need to customize this free app template? Drag and drop to get the design you want. Add your company logo and branding, update the included forms, split your app into multiple pages, and make other changes in seconds. You can even integrate the app with 200+ other platforms to automatically sync submissions to your other accounts! Streamline your business’ workflow with a ready-made Small Business CRM App from 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.
An employee onboarding app makes it easier to integrate a new employee into your company by making important internal resources available on any device. Simplify the transitional period and successfully onboard new hires with a fully custom Employee Onboard App powered by Jotform. This ready-to-use mobile app includes a table for tracking onboarding progress, company photos and social links, and a separate page with team contact information. New hires can download the app onto their mobile device or computer for easy access at any time.Customize this Employee Onboarding App for your company in just a few clicks. Without coding, you can use our drag-and-drop builder to add forms and tables, embed links, upload documents and training videos, create new pages, update fonts and colors, and much more. When your app is ready to use, it can be sent directly to new hires via email invites or the app link. Successful employee onboarding can be the key to business success — so get started with an efficient, easy-to-use Employee Onboarding App tailored to your company.
Go to Category:Company Portal AppsAn HR management app keeps all your recruiting tools in one place that can be accessed from any device. Support your human resources team with a fully custom HR Management App powered by Jotform. This ready-to-use template includes multiple HR forms and tables to help you keep all of your data organized in one central location. You and your HR team can download the app onto any smartphone, tablet, or computer for easy access to your forms, tables, and other resources.Want to modify this app template for your company? You won’t need any coding knowledge – with our intuitive builder, all you need to do is drag and drop to add or update forms, tables, links, documents, pages, buttons, and other app elements. You can even change the app name, icon, fonts, colors, and splash screen to match your branding. When it’s ready to use, share it with your HR team by sending email invites or the app link. Manage new and existing employees effectively with a HR Management App built just for your HR team.
Go to Category:Company Portal AppsAn employee portal app allows employees to access all internal company documents and links from any mobile device or computer. Create your own company portal in just a few clicks with Jotform’s free Employee Portal App. This customizable template includes a report form, task form, complaint form, leave request form, evaluation form, and employee information form all in one app. Employees will be able to fill out these forms from any smartphone, tablet, or computer, and submissions will be stored in your secure Jotform account.Customize this Employee Portal App to better meet your company’s needs. Without any coding, you can add forms, documents, links, images, buttons, videos, and much more to the template. You can also change the app icon and name and include your company branding in just a few clicks. When it’s ready to use, send email invites to employees directly or share the app link. With a fully-custom Employee Portal App for your company, your employees will enjoy more organized team collaboration and communication, no matter which device they prefer!
Go to Category:Company Portal AppsA sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.
Go to Category:Company Portal AppsAn employee travel management app is used by HR departments for managing employee travel requests. With this readymade Employee Travel Management App, employees can request personal time off for vacation or seek authorization for company-related business travel. Data from both forms automatically syncs to a color-coded Travel Tracker spreadsheet in your secure Jotform account, so you can easily keep track of employee travel type, business expenses, and time off start and stop dates.Want to customize this app template to match your company’s branding? You don’t need any design or coding experience—just use our drag-and-drop app builder to add or change form elements, edit form text and fields, upload your logo, include documents and external links, and more. Use Jotform’s Rich Text element to display formatted text, tables, embed images or links, and clearly communicate instructions or information to users. When you’re done, share the app with employees by sending email invites or embedding a link in an internal-use company portal, and employees can start filling out forms from any smartphone, tablet, or computer. Create a custom all-in-one Employee Travel Management App to track employee travel details with this free app template from Jotform.
Go to Category:Company Portal AppsThis Employee Absence Tracking App helps employees request time off and helps HR, managers, and employers track absences from any device. It includes submission tracking, with Admin-only access to view and manage requests and keep information organized and relevant based on the type of leave. All submissions are automatically available in Jotform Tables where admins can review them as a spreadsheet, calendar, or cards for faster follow-up and reporting.The app can be customized with multiple request forms for different leave types, a personalized splash screen or icon, and guidance text to support employees while submitting requests. With Jotform’s Role-based feature, you can control access so tutors, admins, and other users see only the parts of the app relevant to them. For privacy and compliance, sick leave request forms require employee login, ensuring only authenticated users can submit sensitive absence information. Save time and simplify leave management with a secure, streamlined way to handle employee absences.
Go to Category:Company Portal Apps