A simpler, faster CRM designed for reps on the move
Every update to Phocas CRM comes back to one goal: making it easier for your reps to use. This release brings AI-powered activity capture, visual pipelines and a refreshed interface, less admin, less friction, more time to sell.
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Capture sales activity with AI voice to task
Turn spoken updates into tasks and notes quickly, helping reps keep customer records current while on the move. -
Manage opportunities with visual pipelines
See deals by stage, understand what’s moving and quickly spot where follow-up is needed. -
Work faster in CRM
A refreshed interface, improved filtering and search, better record handling and stronger mobile usability make everyday CRM work easier. -
Turn insight into action
CRM is increasingly connected with the rest of Phocas, making it easier to move from customer insight to assigned activity and follow-up.
CRM 
More updates you might be interested in
Sales Insights From insight to action in one seamless workflow
Phocas now gives sales teams a clearer path to revenue with two tightly connected tools. Insights delivers out-of-the-box visualisations, drill-downs, smart search and powerful filters. Helping reps surfaces at-risk accounts and high-value opportunities instantly.
Alongside Insights, the refreshed CRM delivers a smoother, modern experience with faster filtering, mobile optimisation and Outlook calendar sync, so reps can act on those insights without friction. Together, they create a seamless workflow – spot the opportunity in Insights, jump straight into CRM to follow up and keep every conversation moving.
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 