Small Business CRM App

About this template

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.

Related templates

Employee App

An employee app allows employees to access important company information and submit their own data from any device. Create an employee portal for your company with Jotform’s free Employee App. This ready-to-use template includes multiple forms such as employee referral forms, leave request forms, meeting reservation forms, COVID-19 screening forms, expense reimbursement forms, and more. Using the app, employees can access and fill out any of the included forms from any smartphone, tablet, laptop, or desktop.Customize your Employee App to match your company in just a few clicks. With our drag-and-drop builder, you can easily add as many forms, links, documents, buttons, pages, and other app elements as you need. Plus, you can update fonts and colors, upload logos, and change the app icon and name to better represent your company. Share your app with employees to download onto their own devices by sending email invites or the app link. Keep important company forms all in one secure, easily-accessible Employee App!

Go to Category:Company Portal Apps

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.

Go to Category:Company Portal Apps

Employee Review App

An employee review app is used by HR professionals or managers to monitor the performance of employees in a company. With this free app that downloads onto any smartphone, tablet, or computer, employee reviews are a breeze! Just share the app with the members of your company who conduct employee reviews or track employee information for a paper-free solution.Without coding, you can personalize this Employee Review App by changing the icon or splash screen, creating and including other online forms, and adding any other information or spreadsheets you may need. All data is kept safe and secure with Jotform’s advanced security measures, and easy to access when you need it in a Human Resources Table. Perform employee reviews more efficiently with a free Employee Review App.

Go to Category:Company Portal Apps

Project Tracker App

A project tracker app is used to keep track of projects on any device. Whether you’re working on personal projects or managing an entire team, use this Project Tracker App to get organized fast! You can add new project details and view all of your projects directly from the app, which is easy to share with a link and download onto your smartphone, tablet, or computer. You can even view projects as a spreadsheet, calendar, or cards with Jotform Tables’ Project Tracker Template.Need to make changes to this app template? Add your logo, choose a new icon, update the background, or include more forms to track other types of information. Once you’ve got your app looking perfect, send it to members of your team so they can start submitting and tracking projects too. Streamline your workflow with a free Project Tracker App for any industry.

Go to Category:Tracker Apps

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.

Go to Category:Company Portal Apps

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.

Go to Category:Human Resources