B2B Sales App
Use B2B Sales App to manage your pipeline, capture leads, and track sales activity in one mobile-friendly workspace that supports consistent follow-up for B2B sales teams and revenue operations.
B2B Sales App helps sales teams organize account-based selling in one place, so reps can move opportunities forward without losing track of conversations, next steps, and deal status. Use it to review your pipeline, capture and qualify new leads, and keep a lightweight activity log that supports consistent follow-up across accounts. It fits inside sales, business development, and revenue operations workflows, especially for teams that want a simpler alternative to sprawling systems while still keeping visibility for managers and collaborators.
With Jotform, you can turn this app template into a branded sales workspace using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for fast data collection, route updates through repeatable workflow steps, and keep lead information organized so your team can act on it quickly. Share the app as a self-service hub for internal use, publish updates instantly, and adjust pages as your pipeline stages and prospecting process evolve.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
B2B Sales App is used to organize account-based sales work by giving your team a central place to review the pipeline, add and update leads through connected forms, and reference lead records as deals progress.
Include your pipeline views, a leads area for creating and maintaining lead records, and an activity section for logging touchpoints and follow-ups. Many teams also add clear buttons for quick lead entry and updates so reps can act while on calls.
Use it when your team needs a straightforward way to track prospects and active opportunities, especially if you want a lightweight system for managing leads and pipeline stages without relying on complex tooling.
Business development reps, account executives, sales managers, and revenue operations teams can use it to keep lead information consistent and make pipeline reviews easier. It can also support founders and small teams running B2B sales alongside other responsibilities.
It reduces scattered notes and missed follow-ups by keeping lead details, pipeline navigation, and update actions together. Teams get clearer visibility into what is being worked on, and reps can add or update leads quickly from the same hub.
Yes. You can rearrange pages like Pipeline, Leads, and Activity, update headings and labels, and tailor navigation so the app matches your sales process and the way your team reviews accounts.
Yes. The app can link buttons such as Add Lead, New Lead, Log Lead, and Update Lead to a connected form, making it easy to enter new prospect details and keep records current as conversations progress.
Yes. You can share the app by link so reps can access it on the go, and you can control who it is shared with based on how you want the pipeline and lead information to be viewed and updated.
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