Small Business CRM App

Preview: Custom 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. Thanks to the role-based visibility condition, only selected admin users can see certain forms, such as department rotation. 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. 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. 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!

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: 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: Customizable 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

Employee Travel Management App is an app template designed to transform the way companies and their employees handle business travel. This innovative application provides an all-inclusive platform to streamline trip requests, approval workflows, itinerary management, and expense tracking. The app is ideal for companies of all sizes, enabling employees to submit travel plans and receive approval in a systematic, efficient manner. It offers a central location for tracking all travel-related activities, significantly reducing the time spent on coordinating and managing business trips. The Employee Travel Management App also promotes adherence to travel policies, maintaining compliance while saving time and money. It is best suited for travel coordinators, financial administrators, and operations teams who are tasked with managing and optimizing their company's business travel.With Jotform's no-code app builder, customizing the Employee Travel Management App to fit the specific needs of your organization is effortless. The drag-and-drop interface allows you to tailor the app's features, elements, and layouts to perfectly mirror your company's brand and workflow. Whether it's adding new forms or widgets or adjusting the colors and fonts, Jotform provides a seamless, code-free experience. Furthermore, the app's cross-platform compatibility means it can be accessed and utilized on any device, be it a smartphone, tablet, or desktop, offering convenience and accessibility. The Employee Travel Management App from Jotform delivers a streamlined, efficient solution for business travel management, simplifying processes and enhancing productivity.

Preview: Custom 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.