Pocket CRM - Free CRM - Customers & Leads Tracking

Pocket CRM - Free CRM - Customers & Leads Tracking

Business | MindWeaver

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Page Modified on: November 19, 2020

Play Pocket CRM - Free CRM - Customers & Leads Tracking on PC

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!

Play Pocket CRM - Free CRM - Customers & Leads Tracking on PC. It’s easy to get started.

  • Download and install BlueStacks on your PC

  • Complete Google sign-in to access the Play Store, or do it later

  • Look for Pocket CRM - Free CRM - Customers & Leads Tracking in the search bar at the top right corner

  • Click to install Pocket CRM - Free CRM - Customers & Leads Tracking from the search results

  • Complete Google sign-in (if you skipped step 2) to install Pocket CRM - Free CRM - Customers & Leads Tracking

  • Click the Pocket CRM - Free CRM - Customers & Leads Tracking icon on the home screen to start playing

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