Phocas CRM: a whole new chapter

You've probably spotted it — that greyed-out CRM button sitting in your Phocas environment. Maybe you saw a demo years ago. Maybe you've never given it a second thought because you didn't think you needed a CRM, or you already have one. 

The new Phocas CRM has been designed around how your sales team actually works — in the car park between meetings, on a phone, with the data they need already in front of them. No more "the reps won't use it." Just a CRM that finally fits the job. 

Join us for a live demo to see what's new — and why it's worth a second look. 

What you'll see in this session 

• AI Voice — 45 seconds, hands-free: Tap record between meetings. Talk through what just happened. AI turns your voice into structured notes and follow-up tasks automatically. No typing, no late-night admin. 
• Pipeline management — drag, drop, done: A redesigned visual pipeline that lets reps move deals between stages in one click. See every opportunity by stage, value and owner at a glance. 
• Mobile-first, built for the rep: Full functionality on phone and tablet. Built for the person walking into the customer's office, not the one sitting at a desk. 
• Outlook Calendar sync: Meetings, follow-ups and tasks sync two-ways with your calendar. Nothing falls through the cracks. 
• Sales Insights integration: The right account context, surfaced at the right moment. Walk into every call already knowing the angle. 

You'll also get a sneak peek at how Phocas is putting AI to work for sales reps — all while using your existing data and workflows you know and trust. We'll show how we're using AI to power the next generation of selling. From AI summaries to ranked opportunities surfaced in the moment, this is AI built for your reps in mind.

Come for the new CRM. Leave with a view of where Phocas is taking AI for sales next.