For customers to return for your business, they need to feel special and valued, which can only be achieved with
Customer Relationship Management
The smarter way to build stronger relationships & transform connections into loyal customers
Simplify the way you connect, manage, and grow your customer relationships—all in one place.
With a CRM, it’s not just about managing customers—it’s about understanding them, connecting with them, and keeping them coming back.
The Pocket Business CRM system is a comprehensive solution designed to meet all business needs by streamlining customer management, enhancing communication, and driving growth. With features like a secure cloud-hosted database, integrated multi-channel communication, automated responses, and targeted marketing tools, it ensures businesses can provide personalised, consistent, and proactive customer experiences. Its modular structure allows scalability, making it adaptable for businesses of all sizes. By fostering strong customer relationships, improving operational efficiency, and delivering data-driven insights, Pocket Business CRM empowers businesses to exceed customer expectations and achieve long-term success.
Want to know more about what our CRM packages entail?
Why a CRM System is Essential
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What Pocket Business Offers
Customers Expect Personalisation
Customers today want businesses to remember their preferences, past interactions, and unique needs. A lack of personalisation can lead to disengagement.
Personalisation with Tags & Smart Lists
Pocket Business CRM allows businesses to segment their customers using tags and smart lists. This enables personalised communications tailored to individual preferences.
Consistency Across Interactions
Customers expect consistent communication and seamless interactions, regardless of the channel they use to contact your business.
Consistent Communication Across Channels
Features like integrated phone calls, SMS, WhatsApp, and email ensure seamless communication across multiple platforms.
Quick and Efficient Responses
Fast responses to inquiries or complaints are critical to customer satisfaction. Delays can lead to frustration and lost loyalty.
Timely Responses with Automation
Tools like the missed call text-back feature and task management help businesses respond promptly and never miss a follow-up.
Proactive Problem Solving
Businesses need to anticipate customer needs and solve problems before they arise to maintain trust and satisfaction.
Proactive Problem Solving with Notes and Insights
The CRM’s note-taking feature enables businesses to document interactions, while dashboard stats provide real-time insights into customer behavior.
Effective Marketing and Engagement
Customers want to receive relevant offers and updates without feeling spammed or overwhelmed.
Effective Marketing with Campaign Management
The Promoter Package offers campaign management and bulk requests with automation to create targeted and efficient marketing efforts.
Reliable Record-Keeping
Maintaining accurate records of past interactions is essential for trust and seamless service.
Reliable Record-Keeping with a Cloud-Hosted Database
The secure, cloud-hosted database ensures that all customer data is stored safely and accessed easily.
Relationship Nurturing and Retention
Businesses must build long-term relationships with customers to foster loyalty and advocacy.
Relationship Building with Opportunities & Conversations Tracking
Advanced features like opportunities and conversations tracking help businesses monitor relationships across all stages of the customer lifecycle.
Read More on our customer relationship management tips and tricks
CRM System Packages
Pocket Business offers a range of CRM packages designed to cater to businesses of all sizes and needs. From foundational tools for effective customer management to advanced marketing features, our packages are tailored to streamline operations, enhance customer relationships, and boost growth. Explore our packages and find the perfect fit for your business goals.
1. Standard
Dashboard Statistics
Digitised Database
Emails
Appointments
Notes
Tasks
Documents
Tags
Smart Lists
2. Communicator
2.1 Communicator Basic
Integrated Phone
SMS
2.2 Communicator Pro
Opportunities
Conversions
WhatsApp
3. Promotor
Campaigns
Bulk Requests
Marketing
Lead Value
Missed-call-text back
Automations
WebChat
Settings
1. Standard
2. Communicator
3. Promotor
Dashboard Statistics
Digitised Database
Emails
Appointments
Notes
Tasks
Documents
Tags
Smart Lists
2.1 Communicator Basic
Integrated Phone
SMS
2.2 Communicator Pro
Opportunities
Conversions
Campaigns
Bulk Requests
Marketing
Lead Value
Missed-call-text back
Automations
WebChat
Settings
