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About Pocper

Clara AI Deep Dive with Clara AI

Don't build it. Describe it. Tell Pocper AI the form or agreement you need, such as "a new-patient intake form for a physiotherapy clinic", and it drafts the whole template: title, sections and fields that come named, written to match the other templates in your folder. Where your own details belong, it leaves a [placeholder]. An agreement comes back as a draft; review it before you use it. Then refine it in chat, applying only the changes you want. Pocper is a client-management workspace for small client-service businesses: clinics, studios, agencies, coaches, tutors, law and accounting firms. Every client has a folder for four kinds of documents: forms they fill in, notes you write together, agreements they sign in the document, and price lists or announcements they read. Send a form as one link or QR code. Clients fill it in on their phone with no account, and every response files itself into the folder of the client it belongs to. Each client reaches everything you share with them through their own link. Ready-made templates for dozens of industries, in 14 languages.

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Screenshots & Videos

Pocper AI proposes an edit right in the document
Each client's own link to everything you share with them
Build a form in the block editor

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    68%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business
  • Freelancers

API Support

  • Not available

Modes of Support

  • Online

Pocper Features

Client Onboarding Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    68%

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Management

Ability to store and manage various information and documents in electronic format.

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Dashboard

A digital insight of reports and other workings on a single screen

CRM Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management Features

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Online Form Builder Features

Form Sharing

Enables sharing of the forms via sharable links and embed codes

Form Templates

Offers built-in template forms that are ready to be used right away

Drag and drop Builder

Has a pick-and-drop visual interface for easier designing

App Integrations

Allows integrations with third-party tools like Google Drive and Salesforce

HIPAA Compliant

Offers security over the collection of sensitive data and uphold to protect the integrity of PHI

PDF Conversion

Enables conversion of forms to PDF files for easy sharing

Payments

Enables payment collection from the visitors via popular payment gateways

Multi-page Forms

Enables users to create forms that can be filled in multiple steps

Complex Forms

Enables creating complex forms with formula support and various other fields

Email Alerts

Enables alerts via email each time a form has been filled up and submitted

Skip Logic

It hides the irrelevant pages or questions based on previous responses.
Pocper Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Free Free

Up to 20 papers, unlimited folders, auto-archiving, Pocper AI included (limited) and community support.

Start Free Trial

Plus $10.00 $10.00 per month

Unlimited papers and folders, auto-archiving, Pocper AI included with a higher limit, and priority support.

Start Free Trial

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  Pocper Pricing

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Pocper Reviews

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Pocper Screenshots

Pocper AI proposes an edit right in the document

Pocper AI propose...

 Each client's own link to everything you share with them

Each client's own...

 Build a form in the block editor

Build a form in t...

 Start from ready-made templates by industry

Start from ready-...

Pocper FAQs

What is Pocper used for?

Pocper is Client Onboarding Software. Pocper offers the following functionalities:

  • e-Signature
  • Document Management

Learn more about Pocper features.

What are the top alternatives for Pocper?

Here`s a list of the best alternatives for Pocper:

Does Pocper provide API?

No, Pocper does not provide API.

Pocper Contact

Vendor Details

Not available

Contact Details

Not available

https://pocper.com

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