Client Management App

About this template

Looking for a way to manage clients without relying on expensive CRM software? Our free Client Management App is just the tool your team needs for tracking all your company’s relationships and interactions with clients. This customizable app shares all your forms at once, so you can register new clients, access your CRM database, log tasks, generate reports, and collect feedback all in one place.

Customize your Client Management App to meet your company requirements. No coding necessary — just drag and drop to add or delete forms, embed links to your spreadsheets or other sites, change text and images, and even update your app icon and name to match your branding. When your app is ready to use, send the link to teammates to open and download on any smartphone, tablet, or computer. Increase customer loyalty and retention for your company with a custom Client Management App as your go-to CRM tool!

Details
7,230 Clone
Created by
Related templates

Warehouse Management App

A Warehouse Management App is used by businesses to keep track of new warehouse inventory. With this fully-customizable app, you can record item names, descriptions, quantities, model and serial numbers, as well as account and payment details from the distributor and receiving company. An easy-to-read stock inventory list is stored securely in your online account and can be accessed and downloaded on any device.Want to customize this Warehouse Management App to match your company’s branding? Our drag-and-drop interface makes it easy to add forms, upload your logo, change fonts and colors, create a custom app icon, and more — no coding necessary. When you’re done, employees can download your app on any smartphone, tablet, or desktop for future use. Keep a bird’s eye view on your warehouse inventory with this Warehouse Management App.

Go to Category:Management Apps

Time Tracker App

A time tracker app is used to keep track of employees’ hours and tasks. With Jotform’s free Time Tracker App, managers can keep a complete record of the times employees punch in or out, task details and the amount of time employees spend on them, and view all the information in a professional spreadsheet. All submissions are stored securely in your Jotform account and ready to access on any device.Need to make changes to this app template? Be sure to add your logo, change the background image, and choose new fonts and colors for a personalized touch. You can also customize the spreadsheet layouts and make changes to the app’s forms to collect other types of information — then share the app for your employees to download onto their devices. Better manage employee information with a free Time Tracker App from Jotform.

Go to Category:Management Apps

Patient Management App

A patient management app is used by healthcare workers to keep track of patient information like medical data, progress reports, medication, and more. With Jotform’s Patient Management App, nurses or doctors can securely track and manage patient details on any device in an online medical chart and patient tracker — no messy paperwork required. All data is stored securely, with an additional option for HIPAA friendly features and a signed Business Associate Agreement (BAA).Need to customize the app? Update the icon and splash screen, edit or add new forms, and make other changes by dragging and dropping elements. Share your app with a link once it’s customized, so members of your staff can save it to their office smartphone, tablet, or computer for easy access. Improve the way you manage patient information with a powerful Patient Management App from Jotform.

Go to Category:HIPAA Apps

Visitor Sign In App

A visitor sign in app is used by businesses or organizations to log and track sign ins for their building. With this free Visitor Sign In App that downloads instantly onto any device — such as your building’s tablet or computer — you can collect, track, and manage sign-ins with ease. The app also includes a contact form so visitors can quickly get in touch if they encounter any issues, and connects to a Visitor Approval Process Template so you can approve or deny visitors instantly.Feel free to add more forms, upload your logo, update the background image, and make other changes with our drag-and-drop builder. All responses collected through the app are stored securely in your Jotform account and protected with advanced security measures. Switch from paper sign in sheets to an online Visitor Sign In App to collect information more efficiently — no messy paperwork required.

Go to Category:Tracker 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

Intranet App

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.

Go to Category:Company Portal Apps