Perfect for Small Department Stores
Designed for department stores with 4 or more employees. Understand your team's performance, track customer interactions, and improve sales across your entire store.
Start for Your StoreTeam Sales Management
Track team performance, understand customer flow, and improve store-wide sales.
Perfect for Department Stores & Small Teams
Small Department Stores
Stores with 4-20 employees managing multiple departments and customer interactions daily.
Boutique Shops
Specialty stores with small teams who need to track customer preferences and sales patterns.
Family-Run Businesses
Family stores with multiple staff members who need coordinated sales tracking.
Multi-Department Stores
Stores with different sections (clothing, electronics, home goods) needing unified tracking.
Pop-Up Shops
Temporary stores with teams of 4+ people managing high-volume customer interactions.
Local Retail Stores
Community stores with small teams who want to understand customer behavior and improve sales.
What Your Store Manages with PocketCRM
Team Performance
Track how each team member performs. See who converts best and identify training opportunities.
Customer Flow
Understand walk-in patterns, peak hours, and customer behavior throughout the day.
Sales Trends
Identify which days, times, and departments perform best. Make data-driven decisions.
Customer Interactions
Track all customer conversations across your team. Understand what customers ask and how your team responds.
Department Insights
See which departments convert best, understand customer preferences, and optimize inventory.
Seasonal Patterns
Identify seasonal trends, busy periods, and plan staffing and inventory accordingly.
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 for Teams
Customer Service Excellence
- Coordinate customer service across your entire team
- Track customer interactions to ensure consistent service quality
- Identify returning customers and build long-term relationships
- Understand customer preferences across departments
- Train team members based on successful interaction patterns
- Ensure every customer interaction is logged and learnable
Team Data Management
- Centralized data management for your entire team
- No customer personal data required — fully GDPR-compliant
- Simple data entry — team members log interactions in seconds
- Secure cloud storage accessible by authorized team members
- Export team data for reporting and analysis
- Real-time insights accessible from any device
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 across your team
- Record tracking numbers and shipping carrier information
- Monitor package status from arrival to pickup in real-time
- View all orders in an intuitive card-based interface
- Filter orders by status, date, location, or customer for quick access
Automated Pickup Scheduling
- Schedule pickup times and locations automatically when packages arrive
- Integrate with team calendar for seamless pickup coordination
- Send automated email notifications to customers with pickup details
- Update order status with one click — ready for pickup or picked up
- Track which team 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 for Teams
Track team earnings in real-time with comprehensive financial insights based on customer agreements
Real-Time Earnings
- View current month commissions for entire team
- Track recurring contract payments in real-time
- Monitor lifetime commission totals by user
- 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 monthly recurring commissions from active contracts
Recurring Contracts
Monitor all active recurring payment agreements
Lifetime Commissions
View total earnings from all agreements ever created
Revenue Forecast
Project future earnings based on current contracts
See your team's financial performance in real-time
Get Started FreeUnderstanding How to Do Better Sales as a Team
Team Performance
Identify your top performers and learn from their techniques. Share successful approaches across the team.
Peak Hours Analysis
Understand when your store is busiest and most successful. Optimize staffing and inventory.
Common Objections
Track frequent customer hesitations. Develop team-wide strategies to address common concerns.
Day-of-Week Patterns
Discover which days convert best. Plan promotions and special events strategically.
Department Insights
See which departments perform best. Understand customer preferences and optimize product placement.
Customer Feedback
Collect real-time customer satisfaction ratings. Understand what makes customers happy and identify areas for improvement.
Lead Management
Track and manage new contacts effectively. Convert leads into customers with organized follow-up processes.
Customer Care
Maintain strong relationships with existing customers. Track interactions and ensure consistent service quality.
Call Management
Log all customer calls and track communication history. Never miss important customer conversations.
Meeting Scheduling
Schedule and manage customer meetings efficiently. Coordinate team schedules and never miss appointments.
Follow-ups
Never lose track of customer follow-ups. Set reminders and ensure timely responses to customer needs.
Perfect for Teams of 4 or More
PocketCRM is designed specifically for department stores and small businesses with teams of 4 or more employees. Whether you have 4 staff members or 20, our system helps you:
- Track team-wide customer interactions
- Compare individual and team performance
- Coordinate customer service across shifts
- Understand store-wide sales patterns
- Make data-driven staffing decisions
- Improve overall store performance
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 Improve Your Store's Sales?
Start tracking your team's performance and customer interactions today.
Get Started for Your Store