Small Business CRM App

Preview: 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.

Preview: Employee Absence Tracking App

An employee absence tracking app is used by employees to request time off and track absences. With this free app from Jotform, employers, managers, or HR professionals can receive and track employee leave requests from any device! All submissions through the time off request form are easy to access in Jotform Tables as a spreadsheet, calendar, or cards.Make changes to this Employee Absence Tracking App by adding multiple forms for different types of leave requests, choosing a new splash screen or icon, and including important information that would be helpful for your employees. You can then share the app with employees to download onto their smartphone or computer and fill out instantly. Save time with a more seamless way to manage absences with this free Employee Absence Tracking App.

Preview: Employee Training App

Monitor your employees’ training progress from a central location with Jotform’s free Employee Training App. Employees can download this app onto any device and document when they’ve completed individual training courses, as well as evaluate the effectiveness of their courses and instructors with a detailed checklist. HR can track employee training statuses and attendance using built-in Jotform Tables spreadsheets.Customize this ready-made app template to match your company’s branding without any coding knowledge. Simply drag and drop to add or change form fields and checklist items, create additional pages, choose fonts and colors, personalize the app icon and splash screen with your unique branding — and much more. After you’re finished, simply embed your app in an internal company website or send out email invites to new employees during the onboarding process. Make sure your employees are getting the training they need with this fully-customizable Employee Training App from Jotform.

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 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.

Preview: Field Service App

A field service app makes it easier for technicians and other employees who work offsite to submit reports while in the field. Instead of using paper forms or waiting until you’re back at your office computer to submit reports, use this free Field Service App powered by Jotform to work anywhere, anytime. This customizable app template includes forms for submitting daily reports, logging new tasks, and tracking completed tasks. All submissions are instantly synced to your secure Jotform account.Need to modify this Field Service App to meet your needs? Just use our drag-and-drop builder to add forms, links, documents, buttons, pages, text, images, videos, tables, data grids, and much more. When it’s ready to use, download your app onto your smartphone, tablet, laptop, or computer for easy access. You can also share it with others via the app link or email invites. Get work done wherever you are with a custom, easy-to-use Field Service App.