PocketCRM
CloudPocket DB
Collaborative Pipeline & Lead Manager
Active Role:
👑 Owner (Full Access)
💼 Sales Rep (Edit Leads)
👁️ Viewer (Read Only)
New Lead
Pipeline Value
$0
Active opportunities
Won Deals
$0
0 closed won
Win Rate
0%
Conversion efficiency
Total Leads
0
Stored in SQLite persistence
Viewer Mode:
You can view and inspect all leads, but creating, editing or dragging cards is disabled.
Switch to Owner
New Prospect
0
Contacted
0
Proposal Sent
0
Closed Won
0
Lost
0
Create New Opportunity
Company / Client Name
Contact Name
Deal Value (USD)
Stage
New Prospect
Contacted
Proposal Sent
Closed Won
Lost
Assigned Rep
Notes / Scope
Cancel
Save Opportunity