POCKET BOSS - Your digital workforce
- Automates your sales, marketing & support workflows
- Instant AI responses, 24/7
- Get started in minutes — no learning curve
It's time for a digital business solution that actually does the work for you.
Today, traditional systems are a big letdown. They take too long to implement, they're difficult for teams to adopt, and they fail to provide a complete view of customer data.
Pocket Boss is different. It powers all business marketing, sales, and customer service software by unifying your data, teams, and tech stacks on one customer platform. And with AI tools already baked in, it's built to revolutionize the way your scaling business creates personalized customer experiences at scale.
Unify Your Data, Employees and Software into One Solution
Get unified insights from all your customer data.
Incomplete data can threaten every part of your business: Marketing struggles with segmentation, Sales misses opportunities to engage with prospects, and Service lacks full visibility into customer issues.
But when all your customer data is connected through Pockect Boss, your teams get a shared, insightful, and complete view of every customer. This allows them to engage your customers in the right way, at the right time, and in the right place.
Popular Features
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Custom Properties
Associate specific data points with contacts, companies, and deals.
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Duplicate Management
Use artificial intelligence to identify and merge duplicate records.
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Custom Objects
Store almost any type of data in your Pocket Boss, and use it for marketing automation, better segmentation, and more personalized content.
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Required Fields
Define fields that must be completed by your team when certain actions are taken. Get more consistent data and more predictable outcomes.
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Standard Contact Scoring
Create rules-based scoring criteria. Focus your outreach based on any Pocket Boss data point, and use your scores to segment lists, trigger automation, and more.
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Association Labels
Create custom association labels for different pairs of standard objects to specify the relationship between those objects.
Unify your teams with shared insights.
When your data lives in different tools and databases, your teams are never on the same page, and your customers suffer. But if you align your cross-functional teams' activities around a single source of truth, you get unparalleled insights to help you drive strategic growth and better customer experiences.
With the easy-to-adopt tools and AI functionality in Pocket Boss, you'll not only see individual productivity and organizational alignment improve, but you'll also multiply the impact of every single effort — without multiplying headcount.
Popular Features
Standard Interface Configuration
Match the layout of your data to your team's needs by configuring existing elements of the interface.
User Preference Presets
Easily configure users and teams within your Pocket Boss account. Create email signatures, manage notifications, and choose defaults such as home screen, dashboard, language, and more.
Admin Notifications Management
As an account admin, set up default notifications for all users in your account, or create notification profiles by role.
Standard Sandbox Account
Test various changes and functionalities in a safe environment before they go live — without impacting your main account.
Log in as Another User
Allow users with super admin permissions to temporarily sign in as a different user.
App Marketplace Integrations
Connect your Pocket Boss account to hundreds of popular business apps through third-party and Pocket Boss - built integrations
It's already easy to use. But we're still here for you.
We're here to help your whole team stay ahead of the curve as you grow.
Education
Grow your skills with free Pocket Boss Academy courses and certifications.
24/7 Customer Support
Get help by calling, chatting with, or emailing our customer support team.
Apps
Integrate with over 1,700 third-party apps and tools.
Faster implementation and a unified customer view on one tech stack.
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59%
59% of Pocket Boss users report having a more unified view of their customers than non-PocketBoss users
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23%
Pocket Boss users are 23% more likely to consolidate on one platform
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31%
Pocket Boss customers reported 31% faster time to implementation when compared to competitors