About POCKET CRM
POCKET CRM is a customer relationship management software from B-AGILE that helps businesses manage their customer interactions. It provides contact management, sales tracking, and task automation so teams can improve communication and maintain organized records. POCKET CRM supports mobile access, allowing users to manage their CRM activities on-the-go. Additionally, it integrates with various third-party applications for improved functionality. Key capabilities: contact management sales tracking task automation mobile access third-party integration Best for: small to medium-sized businesses that need efficient customer relationship management tools.
POCKET CRM by B-AGILE is a customer relationship management (CRM) software designed to help businesses manage client interactions, streamline sales processes, and improve customer engagement. Its primary purpose is to centralize customer data, automate workflows, and provide actionable insights that drive sales growth and operational efficiency. The user interface of POCKET CRM is clean, modern, and highly intuitive. The dashboard provides a comprehensive view of customer interactions, sales activities, and task progress. Navigation is straightforward, with menus and sections clearly organized for quick access to contacts, opportunities, and reports. Unique design elements, such as customizable dashboards and color-coded pipeline stages, help users quickly identify priorities and make informed decisions, reducing training time and operational errors. Functionality is robust, covering all essential CRM needs. Users can track leads, manage accounts, schedule follow-ups, automate routine tasks, and generate detailed reports on sales performance. A standout feature is its mobile optimization, which allows sales teams to update customer interactions, access contact information, and manage tasks on the go.
Pros & Cons
- +Mobile access provides a complete desk environment directly in your pocket.
- +Real time data synchronization ensures all team members have updated information.
- +Sixteen pre-configured flows make integration with external systems very easy.
- +The 360 degree view helps teams master their knowledge of customers.
- +Automated ticketing improves the speed and quality of after sales service.
- −Many advanced modules must be purchased as separate optional add-ons.
- −Full mobility benefits require consistent and high speed mobile internet access.
- −Managing sixteen different data flows may require specialized technical support.
- −Detailed geolocation features might raise privacy concerns for some field employees.
- −Small businesses may find the wide range of features too complex.
Features
Key features
- Vision 360 Degree Customer Files
- This feature provides a complete overview of commercial history, past exchanges, and specific customer needs in one view.
- Agile Mobility Workspace
- The software transforms mobile devices into a full desk, allowing teams to work and sync data from anywhere at any time.
- Automated After Sales Ticketing
- It streamlines the creation and tracking of service tickets to ensure timely resolution of customer complaints.
- Real Time Commercial Monitoring
- Managers can monitor sales team achievements and access live statistics to improve the accuracy of business forecasts.
- Comprehensive EDI and API Interfacing
- The platform includes sixteen pre-configured flows to exchange data seamlessly with external systems via various file formats.
- Integrated Delivery Fleet Management
- This module tracks mobile stocks and manages the entire delivery process including returns and inventory.
Additional features
- Prospecting Management
- Tools designed to identify and manage new business opportunities and sales leads effectively.
- Marketing Campaign Management
- A system to plan, execute, and monitor the effectiveness of various marketing initiatives.
- Quote and Order Entry
- Allows staff to enter, print, and manage commercial documents like quotes and orders on the move.
- Collection and Receipting
- Facilitates the entry of payments and the printing of official receipts during customer visits.
- Geolocation Tracking
- A mobility feature that helps track the location of field agents for better schedule management.
- Real Time Product Sheets
- Provides instant access to the latest product information and promotional details for sales teams.
- Shared Calendar and Messaging
- Built-in communication tools that include notifications and team schedules to coordinate daily tasks.
- Complaint Resolution Flows
- Configurable workflows that manage the time and personnel assigned to resolving specific customer issues.
- Mobile Stock Inventory
- Tracks inventory levels specifically held within the delivery fleet for accurate stock management.
- Custom Dashboard Analytics
- Offers personalized and team-based statistics to evaluate performance and productivity levels.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About POCKET CRM
POCKET CRM is a customer relationship management software from B-AGILE that helps businesses manage their customer interactions. It provides contact management, sales tracking, and task automation so teams can improve communication and maintain organized records. POCKET CRM supports mobile access, allowing users to manage their CRM activities on-the-go. Additionally, it integrates with various third-party applications for improved functionality. Key capabilities: contact management sales tracking task automation mobile access third-party integration Best for: small to medium-sized businesses that need efficient customer relationship management tools.
POCKET CRM Details
POCKET CRM's In-App Market Place
Does POCKET CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Mobile access provides a complete desk environment directly in your pocket.
- Real time data synchronization ensures all team members have updated information.
- Sixteen pre-configured flows make integration with external systems very easy.
- The 360 degree view helps teams master their knowledge of customers.
- Automated ticketing improves the speed and quality of after sales service.
- Many advanced modules must be purchased as separate optional add-ons.
- Full mobility benefits require consistent and high speed mobile internet access.
- Managing sixteen different data flows may require specialized technical support.
- Detailed geolocation features might raise privacy concerns for some field employees.
- Small businesses may find the wide range of features too complex.
POCKET CRM's Support Options
POCKET CRM's Alternatives
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