概述
PocketDesk gives small business owners a clear, simple place to keep track of the people and work that keep their business moving.
Manage contacts, organize opportunities, schedule follow-ups, create invoices, and see what needs your attention from one calm, focused workspace.
PocketDesk is designed for businesses that want useful CRM tools without the complexity of enterprise software.
Features include:
- No internet required!
- Contact management with notes, company details, email, and phone
- Opportunity pipeline from new lead to won or lost
- Follow-ups and task reminders
- Invoice creation, status tracking, printing, and PDF export
- Dashboard with pipeline totals, outstanding invoices, contacts, and upcoming work
- Archive and restore for contacts, opportunities, follow-ups, and invoices
- Local backups and workspace recovery
- First-run business setup
- Offline-first local storage
- No account required
- No cloud storage or background data collection
Your business data stays on your Windows device. PocketDesk does not require an internet connection or subscription to use its core features. You remain in control of your workspace and backups.
特性
Customer list
Project pipeline
Organize contacts
Track payments and quotes
No recurring fees, you own the app
此版本中的新增功能
PocketDesk now adapts to the way your business works.
- Choose from 20 industry profiles, including salons, medical practices, auto repair, real estate, construction, retail, consulting, pet care, and more.
- Get industry-specific terminology, workflows, contact fields, pipeline stages, and catalog options.
- Personalize your workspace with light, dark, or Windows-system themes, eight accent colors, and optional industry emojis.
- Upload your business logo during setup and use it on branded invoices.
- Create polished invoices with customer details, payment terms, line items, totals, status, and custom branding.
- Add products, parts, supplies, services, and packages directly from your inventory or catalog.
- Combine catalog items and custom services on one invoice.
- Automatically calculate quantities, unit prices, and invoice totals.
- Export professional, print-ready invoice PDFs.
- Existing PocketDesk data upgrades automatically without losing records.
- Everything continues to work locally—no account, subscription, or internet connection required.
系统要求
适用平台:电脑
操作系统:Windows 10 版本 19041.0 或更高版本
键盘:集成键盘
鼠标:集成鼠标
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