SuperOffice Pocket CRM
Business
Free
SuperOffice Pocket CRM app gives you access to your entire CRM system anywhere anytime.
Schedule or reschedule meetings and activities, communicate to colleagues or save new information – all while on the go.
Make informed decisions faster and easier from wherever you are and see your productivity peak!
Key features:
- Access all CRM data - including contacts, projects, sales and documents
- View sales dashboards and pipelines and update information on the go
- Access diaries and create new appointments and activities
- Get reminders of upcoming events or meetings
- Scan business cards and automatically save or update contact and company information
- Call or message any contact directly from the app
- See any updates on your projects
- Save pictures and documents directly from your iPhone or iPad to your projects and activities
About SuperOffice CRM:
SuperOffice CRM software helps businesses manage their customers effectively and plan strategically. SuperOffice CRM provides you with all the tools you need to organize your marketing, sales, and services consistently and efficiently from one place. Integrate all your customer information in one place, so every user in your company will always get a 360-degree view of every customer, ensuring more relevant and personalized customer journeys and handling every time.
more Maintenance release
9.1.20 20/06/2024
Maintenance update
9.1.19 20/06/2024
Fix issue selecting and deleting text on iOS 16
9.1.18 25/11/2022
- Security issues
- In the setup screen of Pocket CRM the "CRM Online" button is no longer possible to use since Pocket CRM does not support SuperOffice Online installations
9.1.17 05/07/2022
Pocket CRM will not be able to log in to a version 10 installation of SuperOffice. You need to upgrade to Mobile CRM to benefit from the latest features.
9.1.16 17/09/2021
Bug fixes and stabilisation
9.1.15 22/01/2021
General bug- and crashfixes
9.1.14 27/11/2020
The most important changes in this version are:
Lower memory usage on iOS14
Bug fixes and improvements:
Crash happens when selecting an image
9.1.13 19/11/2020
Suggest upgrade to SuperOffice Mobile CRM for G9 users
9.1.12 03/09/2020
Fix issue with adding appointments from person and company screens for some user roles.
9.1.11 10/08/2020
Fix issue where sending e-mail from Pocket CRM would fail
9.1.10 02/07/2020
Prepare smoother migration to the new SuperOffice Mobile CRM 10 app
9.1.9 24/06/2020
The most important changes in this version are:
The name has been changed to SuperOffice Pocket CRM in App and Play stores
Bug fixes and improvements:
Adding Links not possible for Appointments fixed
Free/Busy settings did not always follow the properties of the meeting template
Pull to refresh did not work in some screens on Android
Fixed a login problem that was related to special characters in either company name or userID
9.1.8 11/06/2020
In this version of Pocket you are now able to try out our new and redesigned Email screen. It should now be easier to get a view the Email. With the Action buttons in the header that we have added, it should also be easier to do certain tasks; like respond to the email.
Highlights
The most important changes in this version is the new and improved Email screen that includes
New header with Action buttons
Focus on preview of email in HTML format
Easier to add recipients
Configurable detail fields
Bug fixes and improvements:
Opening documents not possible with Pocket 9.1.6 and some older SO versions
Clicking on Conflict icon shows wrong owners Diary
9.1.7 28/05/2020
New and improved Document screen
Fix issue in Appointment screen: Expanding or collapsing fields would reset input
The configure server url screen will now show warnings if there is a certificate problems with the server
Fix sales history list not updating
Use same logic for presenting Phone labels as in the other SuperOffice clients
Various bug fixes and improvements
9.1.6 29/04/2020
New and improved project screen that includes
- New header with action buttons
- Configurable fields
- Project status widget to easily see the current status and change it
- Redesigned how to add project members
- Added field note
Send email with standard e-mail client option
9.1.5 20/03/2020
In this version of Pocket you are now able to try out our new and redesigned sale screen. It should be easier to get the information you need since you can configure what you want to see in the screen. With the action buttons in the header, it should be easier to do certain tasks like calling, make an appointment or send an e-mail.
The most important changes in this version are:
- New and improved sale screen that includes
- New header with action buttons
- Sale stage widget to easily see the current stage and change it
- More fields available like 'Currency', 'Total cost', 'Profit percentage', 'Profit amount', 'Info', 'Links' and 'Next due date'
- List of stakeholders added as a new tab
- Auto refresh diary week and diary day
Various bug fixes and improvements:
- Cannot change some sale fields when editing from swipe menu
- Some problems when loading cached data when in offline mode
- Empty note fields do not show up in new edit screens for company, contact and sale
- Web panels sometimes not showing up
....for more bug fixes see our release notes at https://community.superoffice.com/en/product-releases/release-notes/
9.1.4 27/02/2020
This version of Pocket CRM supports incoming and outgoing invitations from external people that is available in SuperOffice 8.5 R11. The new company and contact screens are now also available for all users. Thanks for all the feedback from those of you who opted in for trying the new screens in previous Pocket CRM versions :-)
The most important changes in this version are:
- Incoming and outgoing invitations from external people. Appointment confirmation is sent from Pocket CRM
- New company screen is now available for all users
- New contact screen is now available for all users
- Support for adding an image/logo for companies
- Support for adding more than one photo from gallery in the different entity screens (company, contact, sales, project, appointment)
Various bug fixes and improvements:
- Easier to confirm cancelled meetings so it won't show up as notification again.
- View or edit participants for appointments with no company is now possible
- Participant status not always correct
- Offline Mode - Not possible to see participants in offline mode. Button unavailable
- Not possible to edit appointment description in full screen view
- Not possible to edit details for e-mail, edit button missing
- Mandatory fields not marked with red color and star (*) in UI
9.1.2 30/01/2020
In this version of Pocket you can try out our new and redesigned company screen. It should be easier to get the information you need, since you can configure what you want to see in the screen. With the action buttons in the header, it should be easier to do certain tasks, like calling or creating an appointment. For a period you will be asked to turn this functionality on, and you will be given the opportunity to give us feedback. We would love to hear from you.
The most important changes in this version are:
• New and improved company screen
• View linked projects in the new company and contact screens
• Create new project
• Make it possible to re-order favorites (requires SuperOffice 8.5 R7 or newer)
Various bug fixes and improvements:
• Not all mandatory fields were properly marked as mandatory
• Added popup hints to tell users about features
• A couple of business card scanner issues were fixed
• A couple of biometric login bugs were fixed
• Fixed a bug where month screen could be blank after login
• Appointments of type task with a duration will now be visible in the diary
9.1.1 17/12/2019
New and improved Contact screen
Improved biometric authentication
Pictures created from Pocket can now be opened in the SuperOffice web client
Fix issue with userdefined list fields in appointment screen
It is now possible to move recurring appointments
Participant lists now show the resource description on line 2
9.1.0 13/11/2019
Alarms supported on iOS 13 devices
Fixes for iOS 13
Support for handling multiple endpoints in our online offering
9.0.9 16/10/2019
Fix for swipe in lists
Fix crash on iOS10 on startup
9.0.8 24/09/2019
Possible to list Appointment types that should not trigger a notification in "Settings - Push notifications".
iOS support the concept of App Extensions as a method of interacting with an application without starting it or showing it on the screen. Pocket now have it's own extension called "My day" where you will see all your appointments for the next 48 hours. Add it to your App Extension screen and try it out (when on the home screen, swipe right to access the App Extension screen)
iOS 13 support Long-Press gestures (or 3d touch on some phones). Pocket CRM now supports long press on the Pocket CRM icon on the home screen to invoke a menu of different shortcuts for actions you can do within Pocket CRM.
Problem with Swipe to add favourite sale in project screen
Not possible to send SMS to project members in Proj. Members list
Problem with Go to today in "Week view" if "Week view" showed the week containing today's date
Person quicksearch show colleagues with grey person icon
Error message when adding participants to new appointment with Pocket server configuration
History list shows Persons not belonging to the Company you are looking at with Pocket server configuration
9.0.7 19/08/2019
Improved swipe actions for list rows
Specify document template when archiving image as document
Allow reordering of details and user defined fields in appointment screen
9.0.6 17/07/2019
Fixes a dualscreen issue after login in landscape orientation on iPad
Fixes a logout issue for SuperOffice Online users
Enable select and copy text from fullscreen appointment description
Update IsFree and IsAllDay when setting a new appointment type
9.0.5 20/06/2019
Maintenance release
more Version 9.1.20 20/06/2024
Data Not Linked to You The following data may be collected but it is not linked to your identity:
Identifiers Usage Data Diagnostics 