PocketBiz CRM
Lead & Sales CRM On-the-Go
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Track leads, schedule follow-ups, manage services & AMC contracts — your mobile 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.
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The developer, iPOP Solutions LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- iPOP Solutions LLP
- Size
- 29 MB
- Category
- Business
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © iPOP Solutions LLP