What is 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...