PocketSME

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PocketSME Pricing

Monthly pricing

Bronze: US$15 per user per month for 1 - 4 users with up to 500 clients

Silver: US$30 per user per month for 1 - 4 users with up to 1,500 clients

Gold: US$60 per user per month for 1 - 4 users with up to 5,000 clients

Prices decrease per user for over 4 users.

All levels includes all features of the software.

Custom packages for over 5,000 clients.

SMS / Text message Packages purchased separately

PocketSME Free Trial Information

30 day free trial No credit card details required Includes 3 users with 500 clients

Countries PocketSME Services Available In

International

PocketSME Support & Customer Service

Team dedicated to this product. Email support. We attend to any issues as soon as emails received and provide feedback.

About PocketSME

We started with PocketSME in 2016 whilst owning a services company.

We created the PocketSME Software because we had many requirements for running our business that we could not find in other software.

PocketSME was designed to be accessible on your smartphone, where you can do invoices and quotes on your phone while talking with your clients. And then have them receive it immediately via SMS and email.

We needed software to create 400+ quotes and invoices per month without spending many hours doing it per day.

Now we want to share that ease-of-use and support other businesses in spending more time on marketing and other essential aspects of running a successful company.

Our software stands out:

Clients: Client-database. Each client record includes all details, quotes, invoices, emails etc. Easy-to-search. Add custom client data fields. Group clients. Client contact status.

Communication: Email. SMS / Text messages. Schedule sending. Customise email and SMS templates. Send from anywhere.

Tracking: Track email opens. Monitor quote and invoice views. Notification of accepted or declined quotes. Color-coding easily identifies next steps.

Speed and Ease-of-use: Sales templates. Freeform line items. Product catalog.

Systems: Cloud-based. Responsive design. Credit Card payments. Integration with mobile GPS systems. Use on Smartphone, PC, laptop and tablet.

Quotes and Invoices: Create quotes and invoices in seconds. Quote to invoice conversion. Add your own logo. Tax and deposit settings. Set due dates. Customise layouts. Add notes/terms to quotes and invoices. Add videos, images & text for marketing. Quick view of outstanding payments. Online and pdf views.

Coming Soon: Expenses. Opt-in functionality for marketing emails. Recurring invoices. And more...

PocketSME Product Details

PocketSME runs on the cloud and is accessible from any internet connection. With responsive Invoices and Quotes that look great on your pc, laptop, tablet or smartphone you will easily stand out and connect with your clients. Save time creating Invoices and Quotes by using Sales Templates, Product Catalog or Freeform Line items. Track Invoice and Quote Views, and Know when clients have Accepted or Declined your quotes. Quote and Invoice searching use effective color-coding so that you know who to follow up with and what appropriate actions to take.

Send Invoices and Quotes using Email and SMS / Text messages. Be in your clients’ pocket with sms invoice and quote links.

There are many more features to empower your business. Earn more money and increase conversions by adding marketing videos, images and text to your quotes and invoices. Add your own fields to Contacts. Fast and Easy to search and find your contacts. Open contact address with GPS coordinates using Google Maps, Waze or Apple Maps on mobile devices. Schedule Emails and SMSes to be sent at a date and time of your choice. Get paid faster by receiving credit card payments from Stripe.

PocketSME Key Features

  • Customer-centric system
  • Add custom client data fields
  • Email and SMS/Text messaging
  • Custom emails and SMSs/Texts
  • Track emails & quotes and invoice opens
  • Color-coding identifies next step
  • Sales templates & freeform line items
  • Product catalog
  • Cloud-based
  • Customize quotes and invoices

PocketSME Reviews

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This page was last updated 31 December 2018 00:38