Introducing Game Changing
Pocket CRM

Campaigns
Leads
Qualifications
Quotations
Tasks
Activities
Check-ins
Expenses
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Mobile Only CRM for Small Businesses

Lead Management

Easily capture, track, and qualify leads in one place. Pocket CRM helps you assign leads to team members, monitor progress, and ensure no opportunity slips away

Proposal & Quotation

Create professional proposals and quotations on the go. With ready-to-use templates, you can send accurate pricing and offers instantly to your customers

Daily Activity Recording

Record your team’s daily activities in just a few taps. From customer calls to field visits, Pocket CRM ensures complete visibility of team performance.

Expense Claims

Submit and manage expense claims quickly with receipts and details attached. Managers can review and approve claims instantly, saving time and paperwork.

Task & Calendar Tracking

Stay organized with a smart calendar. Schedule meetings, set reminders, track follow-ups, and make sure every task is completed on time.

Mobile-First Advantage

Unlike traditional CRMs, Pocket CRM is designed only for mobile users. No laptops, desktops, or heavy systems required – just your smartphone. This makes it lightweight, fast, and perfect for on-the-go businesses.

Customizable Workflows

No two businesses are the same. Pocket CRM allows you to customize workflows, fields, and modules to perfectly align with your sales process and company needs.

Check-in & Check-out

Ideal for field sales and service teams. Log check-in/check-out times and locations to keep track of visits, meetings, and customer engagements in real-time.

More Features

Automate Lead Capturing

Pocket CRM helps you automatically capture and organize leads from multiple sources like IndiaMART, Justdial, and other platforms. No more manual data entry — your sales team can focus on nurturing prospects instead of collecting data.

  • ✅ Import leads directly from IndiaMART, Justdial, and more
  • ✅ Save time by eliminating manual entry
  • ✅ Ensure no potential customer slips through the cracks
  • ✅ Centralize all your leads in one mobile-first CRM
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Smart Task & Reminder Management

Stay on top of your sales activities with automated reminders and task tracking. Never miss a follow-up with your prospects again.

  • ✅ Create and assign tasks to team members
  • ✅ Get automated reminders for follow-ups
  • ✅ Track task completion on the go
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Proposal & Quotation Management

Send professional proposals and quotations directly from your mobile CRM. Speed up the sales process with quick approvals.

  • ✅ Generate and share proposals instantly
  • ✅ Maintain consistency with pre-designed templates
  • ✅ Track proposal acceptance and follow-ups
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Frequently Asked Questions

PocketCRM is a mobile-first CRM solution designed for sales teams and small businesses who are always on the move. Unlike traditional CRMs that require desktops or complex setups, PocketCRM allows you to manage leads, presales, proposals, tasks, and analytics directly from your smartphone.

No. PocketCRM is built specifically for mobile use. You can manage your entire sales and marketing process from your phone — capturing leads, tracking deals, assigning tasks, and monitoring performance anytime, anywhere.

Yes. For added security and quick access, PocketCRM supports face authentication (along with fingerprint and PIN options). This ensures only authorized users can access sensitive client data.

Yes. PocketCRM has built-in GPS location tracking that allows you to monitor field sales visits in real-time. This helps managers verify client meetings, optimize routes, and improve team productivity.

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