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.
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.
Show More >