Built for Individual Salespersons
Whether you're selling on the street, at markets, door-to-door, or at events — PocketCRM helps you understand your sales conversations and improve your results.
Start Tracking NowIndividual Sales Focus
Track every conversation, understand your patterns, and improve your sales approach.
Never miss a customer anymore. Use PocketCRM to get more close to your customers.
Know What Happened at Each Location
Track all your interactions, wins, and learnings for every location you visit.
Every location tells a story. When you know where your interactions happened, you can see patterns, understand what works best at each place, and make smarter decisions about where to focus your time.
Track Engagements
See how many conversations you had at each location throughout the day.
Track Wins
Know which locations lead to the most successful sales and conversions.
Track Learnings
Understand what objections, questions, or patterns emerge at different locations.
Why Location Information Matters
- Identify your best-performing locations to focus your efforts
- Understand location-specific customer behavior and preferences
- Plan your route and schedule based on data, not guesswork
- Build a complete picture of your sales activities across all locations
Who Can Use PocketCRM
Street Vendors
Market sellers, festival vendors, and street merchants who meet dozens of customers daily.
Door-to-Door Sales
Sales representatives who visit homes and businesses, tracking conversations and outcomes.
Event Sellers
Trade show exhibitors, pop-up shop owners, and event-based salespeople.
Independent Sales Reps
Freelance salespeople, consultants, and independent contractors managing their own sales.
One-Person Stores
Solo shop owners who handle all customer interactions themselves.
Mobile Sellers
Salespeople who work from their phone, tracking conversations on the go.
What You Manage with PocketCRM
Customer Conversations
Log every interaction in seconds. Track what customers asked, what you discussed, and how the conversation ended.
Sales Performance
Understand your conversion rates, best selling times, and which approaches work best for you.
Daily Patterns
See which days and times you sell best. Learn your peak performance periods.
Sales Insights
Discover common objections, understand customer hesitations, and learn what drives successful sales.
Contract Management
Create and manage customer agreements with ease. Track contract terms, payment schedules, and commission structures.
Contract Renewals with Recurring Commissions
Automatically track contract renewals and calculate recurring commissions. Maximize revenue through timely renewals and ongoing commission tracking.
Products Management
Manage your product catalog efficiently. Create products on-the-fly during agreement creation and track which products generate the most revenue.
Leads Management
Capture, track, and manage leads effectively. Convert prospects into customers with organized follow-up processes and conversion tracking.
Location Management
Track sales performance by location. Identify your best-performing areas and optimize your sales strategy based on geographic insights.
Rich Reportings
Access comprehensive reports and analytics. Get detailed insights into sales performance, customer behavior, and revenue trends with visual charts and graphs.
Calls Management
Log and track all customer calls efficiently. Never miss important conversations, follow-ups, or call history with organized call management.
Events & Google Calendar
Sync with Google Calendar and manage events seamlessly. Schedule meetings, track appointments, and keep your calendar organized in one place.
Meetings Reminders & Reschedules
Get automatic reminders for upcoming meetings and easily reschedule appointments. Never miss important meetings with smart notification system.
Customer Service & Data Management
Customer Service Excellence
- Track customer interactions to remember preferences and history
- Identify returning customers and build relationships
- Understand what customers need and how to serve them better
- Follow up on conversations and build trust
- Provide personalized service based on interaction history
Data Management
- No customer personal data required — GDPR-friendly
- Simple data entry — just tap buttons after each conversation
- All data stored securely in the cloud
- Export your data anytime for your own records
- Access your insights from any device, anywhere
Package Tracking & Pickup Management
Streamline your online order fulfillment with automated package tracking and customer notifications
Order & Package Tracking
- Track all online orders and package deliveries in one place
- Record tracking numbers and shipping carrier information
- Monitor package status from arrival to pickup
- View all orders in an intuitive card-based interface
- Filter orders by status, date, or customer for quick access
Automated Pickup Scheduling
- Schedule pickup times and locations automatically when packages arrive
- Integrate with your calendar for seamless pickup management
- Send automated email notifications to customers with pickup details
- Update order status with one click — ready for pickup or picked up
- Track which staff member handled each pickup for accountability
Customer Communication
Keep your customers informed every step of the way with automated email notifications that include all the details they need for a smooth pickup experience.
- Automatic email sent when package is ready for pickup
- Includes order number, product details, and tracking information
- Pickup date, time, and location clearly displayed
- Professional email templates that reflect your brand
Reporting & Finance
Track your earnings in real-time with comprehensive financial insights based on customer agreements
Real-Time Earnings
- View current month commissions instantly
- Track recurring contract payments in real-time
- Monitor lifetime commission totals
- See onboarding fees and one-time payments
- Get instant updates as agreements are created
Future & Forecast
- Project future earnings from active contracts
- Forecast ongoing commissions after contract periods
- See projected monthly and yearly earnings
- Plan ahead with financial forecasting
- Understand your revenue pipeline
Contract Renewals
- See all contracts approaching renewal dates
- Get reminders for contract renewals
- Quick renewal options with one click
- Track renewal history and patterns
- Maximize revenue through timely renewals
Monthly Commissions
Track your monthly recurring commissions from active contracts
Recurring Contracts
Monitor all active recurring payment agreements
Lifetime Commissions
View your total earnings from all agreements ever created
Revenue Forecast
Project future earnings based on current contracts
See your financial performance in real-time
Get Started FreeUnderstanding How to Do Better Sales
Track What Works
See which pitches, locations, and times lead to successful sales. Double down on what works.
Learn from Objections
Understand common hesitations and objections. Prepare better responses and improve your approach.
Optimize Your Time
Know your peak selling hours. Focus your energy when customers are most receptive.
Location Insights
Discover which locations convert best. Make data-driven decisions about where to sell.
Customer Feedback
Collect real-time customer satisfaction ratings. Understand what makes customers happy and improve your service.
Customer Management
Keep track of all your customers and leads. Build lasting relationships and never lose contact information.
Call Management
Log all customer calls and track communication history. Never miss important conversations or follow-ups.
Meeting Scheduling
Schedule and manage customer meetings efficiently. Set reminders and never miss important appointments.
Follow-ups
Never lose track of customer follow-ups. Set reminders and ensure timely responses to customer needs.
Lead Tracking
Capture and manage new leads effectively. Convert prospects into customers with organized tracking.
Customer Care
Maintain strong relationships with existing customers. Track interactions and ensure consistent service quality.
PocketCRM Quick Access
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Install Quick Access App
Access PocketCRM instantly from your phone, tablet, or computer. No need to log in every time — just enter your email and start recording interactions.
Works on All Devices
Android
iPhone
Windows
Mac
Why Quick Access?
- No Full Login Required - Just enter your email and get a code
- Works Offline - Record interactions even without internet
- Fast & Simple - Quick 5-tap form for street sales
- Same Features - All interaction recording features included
Ready to Understand Your Sales Better?
Start tracking your conversations today and see what you can learn.
Get Started Free