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QS·P / POCKET CRM / INCLUDED WITH EVERY PLAN

A CRM thatfits in a handshake.

Not another tab your reps ignore - a pocket CRM that fills itself from every scan. Statuses, reminders, notes, one-tap WhatsApp and a follow-up calendar. Zero data entry, zero excuses.

CONTACT · STEP 1 OF 3 ● MET AT GARAGE OWNERS EVENT
EC
Emma Clarke
EC AUTOCARE · MILTON KEYNES
STATUS
HOT WARM COLD NURTURE
REMIND ME
TOMORROW +3D +1W +2W
📞 Call WA Call WA Msg
NOTES · 2  |  EMAIL LOG · 1 SENT  |  LAST TOUCH · 50M AGO
QS·P.1THE DIFFERENCE

CRMs fail because reps must feed them

Big CRMs are where field data goes to be typed up - eventually, wrongly, or never. The pocket CRM inverts it: the scan creates the record, the send writes the log, the reminder sets itself a tap away.

  • Auto-created - every scan becomes a contact with company, event and source attached.
  • Auto-logged - emails, WhatsApp messages and calls land in the timeline without typing.
  • One thumb - status, reminder, note, send: all reachable while walking to the next stand.
FOLLOW-UP CALENDAR ● JULY 2026
MTWTFSS 13141516
171819 20
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212223242526
DETAILED · COMPACT · CALENDAR - FILTER BY STATUS, TYPE, EVENT, SOURCE, FOLLOW-UP
QS·P.2SPEC

Pocket CRM spec

P-01
Auto Contacts
Scan → contact with name, email, phone, company, event and source. Attach the scanned card image.
P-02
Statuses
Hot / Warm / Cold / Nurture - one tap, filterable everywhere, feeds telemetry by status.
P-03
Reminders
Tomorrow, +3d, +1w, +2w or pick a date. A follow-up is a promise with a timestamp.
P-04
Calendar View
Day / week / 2-weeks / month view of every due follow-up across the workspace.
P-05
Timeline
Notes (4,000 chars, attachments), email log, WhatsApp messages and calls - auto-captured per contact.
P-06
One-Tap Actions
Call, WhatsApp call, WhatsApp message, send email, share card - from the contact row itself.
P-07
Event Capture Stats
Per event: total captured, follow-ups due, unsubscribed, by status and prospect type.
P-08
Views & Filters
Detailed, compact and calendar layouts; filter by status, type, event, source, follow-up due.
QS·P.BCCASE FILES

Where the pocket CRM pays

BC-M1FIELD TEAM · REPAIRMYCAR.IO

The CRM the reps actually open

The situationrepairmycar.io reps logged visits "when back at the desk" - meaning Friday, meaning half-remembered, meaning never.
The Qsend playThe record creates itself at the scan; status and reminder take two taps in the car park. Adoption isn't a training issue when there's nothing to train.
ROI mathCRM adoption failures burn the whole licence spend. A CRM with zero-entry workflow makes utilisation the default, not the battle.
100%ADOPTION
BC-M2RECRUITERS · TRUSTCV.COM

No candidate falls through the calendar

The situationtrustcv.com recruiters juggle dozens of live candidates; the one they forget on Thursday signs elsewhere on Friday.
The Qsend playEvery promising chat gets a +3d reminder at the handshake. The calendar view turns Monday into a worklist, not an archaeology dig.
ROI mathOne saved placement per quarter from never-missed follow-ups outearns the subscription roughly 50× at typical fees.
0MISSED F/UPS
BC-M3PARTNER DESK · BESTTRANSFERS.CO.UK

Hot / Warm / Cold, decided at the door

The situationbesttransfers.co.uk meets forty hotels a month. Which ten deserve the callback? Nobody could say without a spreadsheet séance.
The Qsend playStatus is set the moment the conversation ends; managers filter HOT across the workspace and point effort where the heat is.
ROI mathFocusing follow-up hours on the hottest quartile typically lifts conversion per hour worked - the cheapest prioritisation system ever shipped.
HOTFIRST, ALWAYS
BC-M4COMPLIANCE · FXMASTER.CO.UK

Unsubscribes tracked where they happen

The situationfxmaster.co.uk must prove who opted out, when, and that nothing was sent after. Spreadsheets can't testify.
The Qsend playUnsubscribed counts live on every event's capture stats; suppression is workspace-wide and automatic on every future send.
ROI mathA clean, queryable opt-out trail turns a regulatory risk into a two-tap answer - and keeps the whole field channel open.
2-TAPAUDIT
* ILLUSTRATIVE WORKED EXAMPLES - RUN YOUR OWN NUMBERS.