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Pocket CRM 2003 1.9

Pocket CRM 2003 1.9

Pocket CRM 2003 Publisher's Description

If you are a salesman and you want to keep track of meeting reports, phone calls, emails, opportunities,promises to customers, and access all customer related information in just a screen while being mobile: PocketCRM is the solution!

Why having all the information related to your customers at home or in the office if you need it on the road.

With Pocket CRM you can carry it all on your pocket, prepare your meetings while waiting for them. You will see at a glance all information related to a customer: previous meetings or phone calls, goals for the meeting, open opportunities an pending tasks.

When you finish your appointment you can fill the report of this meeting while waiting for the next one, drinking a coffee, on a bus or whatever. Get really mobile! No need to wait for being back home.

When you arrive home all your work is done and you can be with your family, watch TV, surf the net or whatever you like.

Start using Pocket CRM is very fast and easy, you don't need to worry about entering all your contacts, tasks and appointments.

    1.- You can import them very easily from your Outlook.

    2.- After that, you just have to link your tasks and appointments to the contact you are visiting and you can start using your PocketCRM.

    3.- When you start PocketCRM you will get a screen with the appointments planned for today and tasks to be done today.

    4.- By clicking on an appointment you'll get complete information to better plan this meeting:

  • Hour and address of the appointment.
  • Goal or things to be discussed in this meeting.
  • Tasks to be done to prepare this meeting or related to this account.
  • Any opportunities related to this account with the amount expected and the chances to get it.
  • And direct access to what was discussed the last meeting.

    5.- By just clicking on the account name you'll get complete information on this account:

  • All past events or meetings with this contact.
  • All any other contacts you may have or know in this account.
  • Any pending tasks with this account.
  • Just click on them and you'll get detailed information on this contact, meeting or task.
  • No need to say that you can list or view your contact list, open sales opportunities, meeting or event reports, pending tasks.

PocketCRM is the solution you were waiting for to improve your sales and results and to better use your time.

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