Pocket CRM - Free CRM - Customers & Leads Tracking

About Pocket CRM - Free CRM - Customers & Leads Tracking

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!