Fragmented knowledge
Contacts, conversations and documents remain split across mailboxes, files and individual memory.
POCKET CRM · Customer relationships
Keep every opportunity alive.
Connect fieldwork and management.
An operational CRM foundation for sharing customer knowledge, preparing commercial action and retaining an explicit next step.
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Relationship gaps
What weakens trust and management.
Unclear next action
An interaction ends without a clearly shared owner, due date or outcome.
Inconsistent pipeline
Stages, probabilities and dates do not always mean the same thing across teams.
Unclear system boundary
CRM, ERP, email and channels overlap without an explicit source of truth or exchange rules.
A shared discipline
From identity to next action, without losing context.
Operational benefits
Information designed for decisions and action.
Give teams useful information before, during and after every commercial interaction.
01
Actionable customer knowledge
Attach contacts, roles, activities, documents and open items to the correct account with appropriate access rights.
Explore in the lab
02
Activity that prepares what comes next
Every call, visit or task keeps its objective, outcome, commitment and next action instead of becoming a simple history line.
Explore in the lab
03
A pipeline built on shared rules
Define entry, progression and exit criteria for every stage before consolidating forecasts.
Explore in the lab
04
Two business uses, one coherent foundation
Customer Relationship and Field Sales share accounts, contacts, activities and history without creating an artificial additional offering.
Explore in the labDecision lab
Test CRM behaviour in the situations that matter.
Source, decision, merge and retained items are recordedSituation
Duplicate account
Two teams created the same customer with different contacts, documents and activities.
Signals to verifySources and identifiersApproval rightsRelationships to retain
Expected decisionCompare sources, select the master account and apply a controlled merge without losing history.
Retained evidenceSource, decision, merge and retained items are recorded
Structured capabilities
Explore the scope without turning the page into a catalogue.
Selected capability
Accounts & contacts
Master data and relationship history.
- Master identifier, account owner and contact roles
- Consent, duplicates and controlled merge rules
- Source and history of every change retained
System responsibilities
CRM connects the relationship. It does not replace responsible systems.
POCKET CRM owns accounts, contacts, activities, opportunities and relationship history. ERP or OMS retains orders, pricing, billing and stock promise according to the selected architecture.
Relationship and sales activity
Owns accounts, contacts, activities, opportunities, relationship commitments and next action.
- Account and contact
- Activity and opportunity
- Relationship history
Order and operational commitment
Retain items, pricing, orders, billing and stock promise according to the responsible architecture.
- Prices and terms
- Order and availability
- Invoice and settlement
Events and conversations
Email, calendar, telephony, portal and service remain source channels; relevant events join CRM through an exchange contract.
- Identity and consent
- Relevant event
- Rights and retention
Two business editions
One shared foundation, two usage priorities.
Choose according to the work to structure: relationship continuity or field-team activity. Both share accounts, contacts, activities and history.
Composable architecture
One relationship source, explicit responsibilities.
Interfaces are defined event by event: source, owner, frequency, rights, error and recovery. No universal compatibility is assumed.
POCKETCRM
ERP
Email
Calendar
E-commerce
Telephony
BI
Files & API
Controlled deployment
Start with the journey that genuinely needs to change.
Scope
Roles, journeys, pain points, objectives
Govern
Master data, rights, consent, rules
Connect
Channels, ERP, events, errors
Configure
Stages, activities, views, approvals
Pilot
Real scope, adoption, corrections
Extend
Validated teams, uses and interfaces
Resources
Go further.
Frequently asked questions
Clear answers before scoping.
01Does POCKET CRM replace ERP?+
No. It covers customer relationships and commercial activity and can exchange data with ERP according to the selected responsibilities.
02Can salespeople use it on mobile devices?+
The mobility scope is confirmed according to the edition and priority uses.
03Which POCKET CRM editions are presented?+
The site distinguishes Customer Relationship and Field Sales while retaining a shared foundation for accounts, contacts, activities, history and management.
04How is forecast accuracy improved?+
The CRM structures stages, amounts, probabilities, due dates and next actions. Forecast quality then depends on rule definitions and data updates.
05Can POCKET CRM integrate with existing tools?+
Yes, according to available standard connectors, APIs or files and the responsibilities selected for ERP, email, calendar and other systems.
06SaaS or on-premise?+
Both deployment models are available. The choice depends on architecture, access, mobility, security and interfaces.
Your next step
Turn relationships into shared decisions and actions.
Let’s discuss your teams, data, channels and the priority journey to structure.