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Pocket CRM - Free CRM - Customers & Leads Tracking2.1.1

Pocket CRM - Free CRM - Customers & Leads Tracking v2.1.1

Downloads: 1470


Free

Pocket CRM - Free CRM - Customers & Leads Tracking / Specifications

Pocket CRM - Free CRM - Customers & Leads Tracking / Screenshots

Pocket CRM - Free CRM - Customers & Leads Tracking 2.1.1
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Pocket CRM - Free CRM - Customers & Leads Tracking / Description

Track your customers and leads on the go. Pocket CRM helps you to have a better-organized customer database along with the activity history to help to make the right decisions at the right time. Specially designed for independent self-employed freelancer or salesman.

With Pocket CRM you can:

- Manage Contacts
Get the job done no matter wherever you go. Works offline and sync data automatically to the cloud when online. Never lose your data again. Bought a new device and need data from the old device? no problem just log in to the new device and data will be automatically synced.

- Manage Schedule
Schedule meetings and tasks with your contacts on the go. Your daily as well as monthly schedule is presented in a calendar view. Reminder notifications will help you make sure no task or meeting is forgotten!

- Text and Voice Notes
Had a meeting with your client? Good! use the text note or voice note feature to add a note for a customer. Store all your valuable information.

- Document Storage
Securely store documents in a cloud storage. Link documents to contacts. Even if you change your device the documents stored will be downloaded and synced with your new device.

- Invoice and Proposal
Create and send invoices or proposals to your contacts. Customise your business profile with logo address and other information.

-Export Data
Want to keep a personal backup of your data? No problems You can export your contacts and text notes anytime.

- Activity History
View all of the activities involving a customer grouped based on the date. A single place that can tell you what all actions have been performed for a customer. Includes text notes voice notes meetings tasks. Everything in one place!

- Custom Fields
Customize your CRM by creating custom fields. You can create upto 3 custom fields for free. Upgrade option is available.

- Groups
Organize your contacts in better way. Create unlimited groups and add unlimited members to groups.

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Pocket CRM - Free CRM - Customers & Leads Tracking / What's New in v2.1.1

* You can now customize the CRM with custom fields!
* Create groups to organize the contacts in better way
* You can now sign-in as guest without email to try the app
* Dedicated button for sending WhatsApp message
* Google calendar integration
* Removed identification from mandatory field
* Stability and performance improvements

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