Small Business CRM Software

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.

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: 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: Intranet Software

An Intranet App is used for consolidating company forms and documents in one convenient location. This Intranet App bundles nearly a dozen forms for employees to record general contact information, request training or time off, open IT service tickets, and fill out COVID-19 screening checklists. There are also several surveys for employees to submit workplace improvement suggestions and report incidents. Employee data and submissions are stored securely in your Jotform account, which managerial staff can access from any smartphone, tablet, or computer.Make this app template your own with Jotform’s no-code app builder. Just drag and drop to add or change forms, upload documents, create buttons, add external links, and more. You can also customize your splash screen to include your own branding and make company-wide announcements. When you’re finished, you can share your app with a link and employees can then access and download it on any device. Create a one-stop-shop for your company’s forms and documents with this free Intranet App from Jotform.

Preview: Employee Software

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!

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.