Stop losing leads to disorganized follow-up. Manage every customer relationship for just $19.99/month.
No credit card required • Set up in 5 minutes • Cancel anytime
Leads slip through cracks. Follow-ups get forgotten. Customer info scattered across sticky notes, spreadsheets, and text messages. Meanwhile, competitors with better systems are winning your customers.
Hot leads go cold because you forgot to call back. That interested customer from last week? They hired your competitor.
Can't remember what you quoted them or when you last spoke. Every interaction feels like starting from scratch.
Customer details spread across emails, texts, and paper. Finding anything takes forever and things get lost.
No idea which marketing brings customers or which leads are worth pursuing. Wasting time on dead ends.
Leads don't convert because your follow-up is inconsistent. Money walks out the door daily.
Can't remember birthdays, anniversaries, or past projects. Customers feel like numbers, not people.
PocketBoss CRM organizes your entire customer journey from first contact to lifelong loyalty. Watch your conversion rates soar and customer satisfaction reach new heights.
Get enterprise-level customer management without the enterprise price or complexity.
| Feature | PocketBoss | Other CRMs |
|---|---|---|
| Monthly Price | $19.99/month | $59-299/month |
| Setup Time | 5 minutes | 2-6 weeks with training |
| Ease of Use | Intuitive, no training | Complex, requires onboarding |
| Contact Limits | Unlimited contacts | Tiered pricing by contacts |
| Pipeline Management | Visual drag-and-drop | Basic or manual |
| Automated Follow-ups | Built-in automation | Extra cost add-on |
| Mobile App | Full iOS & Android | Limited functionality |
| Lead Capture | Forms, website, social | Manual entry only |
| Email Marketing | Included unlimited | Separate tool needed |
| Text Messaging | Built-in SMS | Third-party integration |
| Review Management | Automated requests | Not included |
| Contract Required | Month-to-month | Annual contracts |
From first contact to repeat customer, PocketBoss manages every step automatically.
Leads flow in from website forms, calls, and social media. Everything captured automatically.
Automated sequences follow up perfectly. Personal touches when needed. No lead forgotten.
Visual pipeline guides leads to yes. Proposals, quotes, and contracts in minutes.
Stay connected after the sale. Birthday wishes, service reminders, referral requests.
Whether you're a roofer, electrician, or general contractor, PocketBoss adapts to your customer workflow.
Track storm leads, manage insurance claims, automate inspection follow-ups, and build relationships for repeat business and referrals.
Manage service agreements, track equipment warranties, send maintenance reminders, and convert emergency calls into loyal customers.
Nurture long sales cycles, manage design consultations, track selections and change orders, and generate referrals from happy clients.
Convert service calls to bigger projects, track permit requirements, manage commercial relationships, and build recurring revenue.
Respond to emergencies fast, track warranty work, manage property managers, and turn one-time fixes into lifetime customers.
Manage seasonal contracts, track property details, send service reminders, and upsell additional services throughout the year.
Stop leaving money on the table. Convert more leads, retain more customers, generate more referrals.
Captured and nurtured automatically
Consistent professional follow-up
Happy customers spread the word
ROI from just ONE recovered lead pays for PocketBoss for years
Unlimited contacts with complete history
Drip campaigns and templates
Text customers directly from the app
Online scheduling and reminders
Professional documents in minutes
Visual tracking of every opportunity
Automated review requests
Bank-level encryption and backups
"My close rate improved dramatically after implementing PocketBoss. The automated follow-ups alone are worth 10x the price."
James Martinez
Martinez Electric
Phoenix, AZ
"Finally, a CRM that doesn't require a computer science degree. Set it up in minutes, and it just works. Customer relationships have never been stronger."
Lisa Thompson
Thompson Remodeling
Nashville, TN
"We went from losing half our leads to converting almost every qualified prospect. PocketBoss transformed our business."
Robert Kim
Kim's HVAC Services
Chicago, IL
Join thousands of contractors who never lose another lead. Set up in 5 minutes, see results today.
Free 14-day trial • No credit card required • Cancel anytime
Founder of PocketBoss | Built this CRM after losing too many leads to disorganized follow-up in my own contracting business.