Pocket CRM – Customers & Leads


Pocket CRM is a free CRM system that allows you to manage your customers and leads efficiently. This system offers multiple features to help you manage your customer database for your small business with ease.
4.3/5 Votes: 617
Oct 5, 2022
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Pocket CRM is a free customer relationship management system that streamlines your contact and lead management. Here are some of its notable features:

– Contact Management: View all your customer information in one place, whether you’re online or offline. Synchronize data between multiple devices to keep everything up-to-date.

– Schedule Management: Easily schedule meetings and tasks with your contacts using the calendar view. Never forget a meeting or task with reminder notifications.

– Text and Voice Notes: Use the text note or voice note feature to add valuable notes for your customers. Store all your notes in one place for quick reference.

– Document Storage: Securely store important documents in the cloud and link them to specific contacts. Even when you switch to a new device, all your stored documents will be available for download and synchronization.

– Invoicing and Proposal Creation: Create and send professional invoices to your contacts. Customize your business profile with your logo, address, and other relevant information.

– Data Export: Keep a personal backup of your data with ease. Export your contacts and text notes anytime for added peace of mind.

– Custom Fields: Personalize your CRM system by creating custom fields to better suit your business needs.

– Groups: Organize your contacts into groups for better segmentation and management.

– Team Collaboration: Easily share your data with colleagues to facilitate teamwork and collaboration.

Overall, Pocket CRM is a powerful tool for small businesses that want to efficiently manage their customer relationships and streamline their operations.

What's new

Performance & stability improvements