Pockentry features
Everything you need to build and run your operation in one place
Create your own workflows, collect records on web or mobile, set team permissions, and manage daily work from approvals through reporting in one platform.
View plans
Core capabilities that work together
Flexible workflows
Create fields and rules shaped around every kind of work.
Form-based entry
Capture data quickly through clear forms on web and mobile.
Approval flows
Route critical records to the right decision-maker before they take effect.
Custom reports
Filter and arrange data, then export it as PDF or Excel.
Teams and roles
Set workflow and record access around your organization.
Reminders
Keep recurring work and deadlines from being forgotten.
AI-assisted onboarding
Describe your operation and get tailored first workflow drafts in minutes.
Advanced charts
Explore operations by workflow, status, period, and team member.
Operations calendar
See workflow dates and upcoming work together on one calendar.
Note Vault
Store team notes, links, and quick references behind PIN protection.
Traceability
Track record states, decisions and ownership in one place.
Mobile-ready use
Use the same clear record-entry experience on web and mobile browsers.
01
Create workflows around your needs
Build a process for sales, inventory, delivery, expenses, field visits or anything unique to your operation. You define fields, data types, requirements, calculated values and approval needs.
Custom fields and data types
Required or optional inputs
Calculated fields
Workflow access and approvals

02
Get to a first draft faster
Describe what you want to track in a short sentence. The workflow creation assistant suggests fields and basic rules, while every final decision and edit remains yours.
Plain-language description
Suggested fields
Role and approval suggestions
Fully editable draft

03
Submit records with normal forms on web or mobile
Team members see only the workflows available to them. They open the relevant form, fill in the required fields and submit. The fast-entry screen works on desktop and mobile browsers.
No messaging app required
Role-based workflow list
Required field validation
Immediate result

04
Manage teams and workspaces
Create multiple organizations, invite users and define who can access each workflow. Separate managers and team responsibilities according to the way your business is structured.
Multiple workspaces
Users and roles
Workflow permissions
Organization boundaries

05
Route critical records for approval
Records from approval-enabled workflows automatically enter a pending queue. Authorized users review the record and its fields before approving or rejecting it, with the outcome preserved in history.
Pending record queue
Field-level review
Approval and rejection states
Decision history

06
Design your own report view
Choose the fields, headings and summaries that appear in a report. Filter records by date, workflow, team member and status, then export the result as PDF or Excel.
Choose report fields
Live preview
Advanced filters
PDF and Excel export

07
Automate reminders and scheduled reports
Remind the right person about an activity daily, weekly or at the interval you choose. Schedule management reports so recurring reviews arrive without manual preparation.
User-level reminders
Daily and weekly recurrence
Scheduled management reports
Time-zone support

08
Manage dates in a shared operations calendar
Bring date fields from every workflow into one calendar. Filter work by workflow and team member, inspect status at a glance, and update it directly when your role allows.
Workflow and member filters
Weekly timeline view
Record and status details
One-screen operations tracking

09
Turn records into insight with advanced charts
Compare record volume by workflow, work status, and team member. Date and workflow filters make bottlenecks, workload, and operational distribution easier to spot.
Workflow distribution
Status comparison
Team workload breakdown
Period and workflow filters

10
Protect shared knowledge in Note Vault
Move frequently used notes, explanations, and links out of scattered messages. Protect the shared vault with a four-digit PIN and send a reset link to the organization owner when needed.
Four-digit PIN protection
Color-coded searchable notes
Saved links
Role-based editing and deletion
11
See the full operation in one dashboard
Review active workflows, team usage, recent records and setup status in one place. Daily operations move through a shared record system instead of being scattered across tools.
Live record feed
Workflow and team summary
Setup status
Quick report access

Make reporting a routine, not a recurring chore
Save filtered views, schedule recurring reports and establish an automatic operating rhythm instead of rebuilding the same checks every day.


Build the system that fits your operation
Instead of adapting your work to rigid industry software, shape Pockentry around your own records and operating rhythm.
From the blog
Operations guides

Operations analytics
How Should an Operations Calendar and Analytics Work Together?
Manage upcoming work with a calendar, reveal recurring bottlenecks with charts, and turn daily records into a measurable control system.

AI and workflow design
How Do You Keep Control When Designing Workflows with AI?
Turn AI-assisted onboarding into a reliable first draft through clear scope, a useful process description, and human review.

Automation
Managing Recurring Work with Reminders and Scheduled Reports
Move daily checks out of personal memory and establish a measurable follow-up rhythm that runs on time.
