Description:SIMS Pocket is a mobile productivity app for business teams to capture client information, manage tasks, and share updates on the go. It centralizes contacts, meetings, and documents to streamline field work and office workflows. Core features include a CRM-like hub for accounts, contacts, deals, and follow-ups with calendar sync; smart capture with document scanning, photo attachments, and secure cloud storage; and team collaboration with task assignment, role-based permissions, and exportable reports. Designed for sales, service, and operations teams, it delivers fast search, offline access with auto sync, and customizable forms and tags for efficient business and high‑productivity workflows.
How to use:1. Download the app and sign up with your work email, then create a workspace or join your company team.
2. Import contacts and accounts from your phone or a CSV file, add tags, and customize fields to match your process.
3. Capture work on the go by logging visits and calls, adding notes, scanning documents, attaching photos, and creating tasks with due dates and reminders.
4. Track progress by creating deals or projects, moving them through stages, setting follow-ups, and reviewing dashboards and reports.
5. Collaborate and sync by assigning tasks to teammates, sharing updates, enabling cloud sync and offline mode, and connecting your calendar and cloud drive.