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.