Small Business CRM Software

Preview: Sales Tracking App

A 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.

Preview: Employee Travel Management App

An 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. 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.

Preview: Simple Accounting App

Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.

Preview: Restaurant Food Inventory App

A Restaurant Food Inventory App is used by restaurant owners and their employees to keep track of food and equipment. With this readymade app template, you can record inventory type, item name and type, quantity, and unit cost. There is also a separate form for uploading PDFs and images of invoices. Inventory submissions are instantly synced to an easy-to-read Restaurant Inventory Sheet, which is stored securely in your online account.Looking to customize your Restaurant Food Inventory App? Our drag-and-drop interface makes it easy to add forms, choose fonts and colors, upload your restaurant’s logo, update the app name or text, and more — no coding necessary. Afterwards, simply have your employees download the app onto any smartphone, tablet, or desktop, and you’re ready to go. Make inventory tracking a breeze with this Restaurant Food Inventory App!

Preview: Expense Report App

An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.

Preview: Employee Scheduling App

An employee scheduling app is used by company HR, department managers, and employees for keeping track of employee data. This Employee Scheduling App from Jotform comes bundled with four useful forms, allowing employees to log weekly shifts, view assigned tasks, manage leave requests easily with Leave Request Form, and take time off to quarantine from COVID-19 exposures. Each form includes a companion spreadsheet where employee data is stored — allowing managers to easily sort, filter, and search through entries from any smartphone, tablet, or desktop.Make this app template your own with Jotform’s intuitive app builder. Just drag and drop to add or change form elements, edit the content of individual forms, upload your company’s logo, and more — all without any coding. You can also use your app’s splash screen for things like company-wide announcements or listing HR contact information. Once you’re finished, share your app with employees by attaching a link to an onboarding email or embedding it in an employee portal. Streamline scheduling and time-off requests with this fully-customizable Employee Scheduling app that can be downloaded on any device.