Pocket Customer WIN
Pocket Customer WIN
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Category: Productivity
Home Page
Customer List
Customer Card

Description

Simple, intuitive and complete APP for customer management - the CRM always with you for managing your customers.

Expand your business with Pocket Customer WIN, thanks to the tracking and monitoring of data and activities. Easily sync customer data between PC and mobile (Pocket Customer for Android).

Are you a commercial agent, a freelancer, a physiotherapist, a consultant, a lawyer? … Now you have your own CRM and your customer data will always be with you!

Very simple and intuitive CRM APP to manage your customers and organize all related activities (appointments, data, photos, reports, …). The Customer database is on your PC.

Add notes to track orders or other information from your customers.
Back up your data to Google Drive and restore to another device (eg. mobile device).
Generate a PDF report with the list of customers or notes and share with your collaborators

Main features:

  • Customer Data Management - Creation of Customer Card (personal data, address, contacts, …). You can Label your customers for search.
  • Activities - Automatic and Manual tracking of customer activities.
  • Customer Map - Integration with Google Map for customer visit tracking.
  • Notes tracking
  • Data Sync - Backup and restore data from Google Drive (also on Android Devices)
  • Import/export utility - Data export/import in XLS format

Privacy Guaranteed: data is managed locally on PC - You can sync your data from/to Android Device with Pocket Customer APP (download from Google Play Store)

The cost of the APP is 0.99 EUR per month: the current promotion for 2023 allows the FREE use of the APP.

  • Create & Update Customer
  • Search and List Customer
  • Search and List Activity
  • Export/Import data on/from Google Drive
  • Map Customers Location
Product ID: 9N8RC17MFD9D
Release date: 2022-10-04
Last update: 2023-02-05