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.
A folder for every client
Each client gets their own folder — their forms, documents, and files all live in one place, never scattered across tools.
Responses file themselves
When a client fills a form, it's filed under them automatically — Pocper even creates the client's folder if it doesn't exist yet.
Everything about a client, in one view
Open a client to see every form, document, upload, and signature you've collected from them, with full history.
Your whole team, one workspace
Invite your team and everyone works from the same client-organized workspace, synced in real time.
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 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.
- E-signatures and file uploads, filed by client.
- Free to start — all core client-management features on the Free plan.
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?
How does Pocper organize clients?
Do responses get sorted by client automatically?
Can my team share the same client workspace?
Is there a free plan?
Can I keep documents and e-signatures per client?
Bring every client into one workspace
Start organizing your clients and their documents today — free, no credit card.