PocketBiz CRM

PocketBiz CRM is a mobile-first Customer Relationship Management app designed for sales professionals, service teams, and business owners who need to manage their entire customer pipeline from iPhone or iPad. **Lead Management** Create, track, and convert leads through a flexible pipeline: New → Contacted → Proposal Sent → Followup → Won / Lost / On Hold. Schedule follow-ups, attach files, add notes, and review complete activity timelines for every lead. Search and filter to find any lead instantly. **Real-Time Dashboard** See your key metrics at a glance — total leads, today's leads, won deals, and pending follow-ups. Interactive line and pie charts visualize your pipeline by month and status, giving you actionable business insights on the spot. **Service & AMC Management** Create and manage service requests with full scheduling support (create, reschedule, complete, cancel). Track Annual Maintenance Contracts through their entire lifecycle — creation, renewal, and cancellation — with activity timelines and plan details. **Customer & Product Catalog** Maintain a centralized database of customers and products. Reuse these records across all modules for fast, consistent data entry. **Notifications** Receive categorized notifications for follow-ups, services, and AMC events. Tap any notification to jump directly to the relevant detail screen. **Secure by Design** Token-based authentication, encrypted local storage, HTTPS-only communication, and offline-aware connectivity keep your business data safe and reliable. **Performance Optimized** Paginated lists, debounced search, image compression, and lazy-loaded screens ensure a fast, fluid experience — even with large datasets. Download PocketBiz CRM to manage your leads, services, and contracts with confidence.