PocketBiz is mobile CRM. Its business in your pocket and business on the go.
Turn your iPhones address book into a powerful customer management tool. In PocketBiz, you can add tasks, deals, and notes to any contact in your address book. All of these items are associated with your contact, so that you can quickly view all related business activity.
FEATURES
- Dashboard style home ("Tasks") tab that shows due and upcoming tasks. Also easily access completed tasks in your Archive.
- Tasks are categorized as a call, e-mail, or other; this allows one-click access to make calls or write e-mails from the Tasks tab via your iPhone. In app e-mail is supported.
- Access your complete iPhone address book on the Contacts tab. PocketBiz will automatically surface contacts that have business activity (i.e., tasks, deals, or notes) associated with them.
- Track your Deals and see your total pipeline value (pending and won deals).
- Write down ideas in the Notes tab. The Notes tab will also record your history of PocketBiz activity, including calls made or e-mails written.
- No need to be connected to the Internet. Designed exclusively to work in offline mode.
SUPPORT
Please send support and feature requests to [email protected]. We are eager to improve this app but cannot respond to support or feature requests in the reviews area.