A simple CRM that keeps every client organized.
Pocper gives every client their own space — forms, documents, files, and e-signatures, all filed by client, automatically. A simpler alternative to a sales CRM, built for client work. Free to start.
- Full name
- Maria García
- [email protected]
- Phone
- +1 (415) 555-0142
- Project start
- Mar 14, 2026
- Agreement
- SignedMar 10, 2026
Built for businesses that run on clients, not deals
If your week is intake forms, agreements, and files for each client, Pocper is the organized workspace for that. If you need a sales pipeline, it isn't.
Clinics & practices
Intake forms, consent, and session notes — one folder per patient or client.
Studios & agencies
Briefs, agreements, and deliverables, kept together for each client.
Consultants & freelancers
Onboarding, contracts, and files, without a second tool for each.
Schools & coaches
Enrolment forms, progress notes, and documents for every student.
Not a sales CRM: no deal stages, no forecasting, no invoicing.
The client sees their half of the folder
Every client folder has a Shared zone and an Internal zone. What you put in Shared, the client can open in their own portal — with an email link or a QR code, no password, no account. Internal stays with your team.
You decide what's shared
Move a document into Shared and it appears in the portal; keep notes in Internal and they never do.
No account for the client
They sign in with a single-use email link or a per-client link you can revoke at any time.
In their language
Each client picks their own language among 14, independently of yours.
Everything about a client, filed by client
No more digging through inboxes, drives, and spreadsheets. Each client's folder holds it all.
Intake forms
Every form a client fills lands in their folder.
Documents
Agreements, notes, and rich documents, per client.
Uploaded files
PDFs, images, and Office files up to 25 MB each.
E-signatures
Signed consent and agreements, filed by client.
Full history
Every submission and edit, auto-saved and retrievable.
Team access
Your whole team, working from the same client records.
From new client to fully organized
- 1
Add a client
Create a client — or let one be created automatically the first time they fill a form.
- 2
Collect forms & documents
Send intake forms, agreements, and documents; every response lands in that client's folder.
- 3
Everything auto-organizes
Files archive under the right client automatically — no manual sorting.
- 4
Find anything, anytime
Open a client and their whole history is right there, always retrievable.
A new paper for one client, written into their file
When a client needs something your templates don't cover, describe it on their page. Pocper AI drafts the paper right inside that client's file.
In their file, open in the editor
The paper is created under that client and opens ready to edit, beside everything else you keep for them.
Written like the rest of their file
It follows the templates you've linked for this client, so the new paper reads like the ones they already have.
Their answers stay out of it
Only those templates are read. The client's other papers and the answers they've given are never sent.
A CRM without the bloat. Sales CRMs are built around deals and pipelines. Pocper is built around your clients and the documents you exchange with them — the part that actually matters for client work.
- Organized by client, not by pipeline — no deal stages to maintain.
- Real documents and forms per client — not just contact fields in a spreadsheet.
- Responses auto-file themselves under the right client.
Templates for every kind of client work
Start faster with ready-made intake forms, agreements, and onboarding documents — organized by client from day one.
Client management FAQ
Is Pocper a CRM?
Can my clients see their own documents?
Can I bring the forms I already use?
Can my team share the same client workspace?
Is there a free plan?
Is there a limit on files or storage?
More on getting this right
- What Is Client Onboarding? A Guide for Small Service Businesses
The stretch of work a client folder exists to hold together, from first enquiry to first appointment.
- 7 Onboarding Documents to Collect Before a New Client's First Appointment
The paperwork that should already be sitting in a client's folder before you meet them.
- The Best Client Document Collection Software for 2026, Compared
FileInvite, Content Snare and SmartVault compared on price, security and automation.
Bring every client into one workspace
Start organizing your clients and their documents today — free, no credit card.