How can we help?
Read below the most frequently asked questions about Pobuca.
Pobuca is the contact management tool for teams. Our core functionality is to help you easily share contact information with your co-workers on any device.
Most contact management systems focus on offering mostly “customer relationship management” features that primarily...inhabit your desktop. Pobuca is the contact management tool designed for working teams, as our core functionality is to help you easily share contact information with your co-workers in any device. Even better, with Pobuca, you can always go sa CRM-friendlier as you want and get more customer relationship features, with our Customers-ready Pobuca Premium, that allows you to automatically upgrade Pobuca to Microsoft Dynamics CRM in just a few clicks!
You can schedule a demo here.
Download the Pobuca app for mobile and choose to initially import of contacts from Outlook.
Pobuca integrates with Azure AD & O365 for user authentication. This means that you will be able to login to Pobuca with the same credentials you are using for O365.
You can access Pobuca contacts from Outlook using the Outlook addin. You need the Pro version of Pobuca for this option and you get the following
- Search for any contact or organization stored in Pobuca.
- View contact details if you click on a name after search.
- Store a new contact or organization. Pobuca bot scans email bodies and finds new contacts, suggesting you to update your database with them.
- Easily access Pobuca contacts when trying to send an email from Outlook.
Sync Pobuca contacts to a contacts folder in Outlook using the CardDAV protocol. Through CardDAV you can also sync Pobuca contacts to the default contacts app in your smartphone. You need the Enterprise version of Pobuca for this feature.
You can initially import contacts from Google Contacts. But to continuously sync contacts between Pobuca and Google Contacts - is not supported.
Our point of view is that from now on you should use Pobuca to store your business contacts and access them from any device! Pobuca supports some business features (like contacts related to organizations or special permissions), which are not supported by Google Contacts and syncing information would be technically very difficult.
Pobuca supports migration from BCM in the Pro version. On top, you will have access to all your contacts from mobile, which was not supported by BCM. You will need the Pro version of Pobuca and some one/off services if you want us to help you with migration of contacts.
Pobuca is a business contact management app that helps you and your co-workers share a common contact list. We therefore use your work email domain (firstname.lastname@example.org) to group users under the same organization and automatically start sharing contacts without compromising security across any other personal email accounts.
Since it is your working mail, yes,you can. However, you will first have to contact us at email@example.com with your company and employees information (Company name, website, full name and email of employees) to make the necessary adjustments.
Just go to the Menu tab “Invite”, type your co-workers emails and we will send them the invites with instructions and a link to sign up to Pobuca. You can also ask them to subscribe to Pobuca with their work email and they will automatically join your shared contact list. To see how it works, watch our how-to video or read our blog post.
This is not possible. As a workaround you can do the following:
- Make two entries of the same contact for each organization.
- Relate the contact to one organization, but also set one or more custom fields for "Extra organizations" and fill up the information there.
Install the Outlook add in and log in to your account. Then all you have to do is use the capture email signature feature in order to scan all your emails and automatically create business contacts & organizations stored in Pobuca app. (This feature is available on Pobuca Pro plan)
You can by setting custom fields to contacts. This feature is available on the Pro & Enterprise plan.
Custom fields: Set new custom fields to better track your business contacts or change values of existing fields to cover your special needs.
You can access your business contacts anytime on any device. Access through the web: https://app.pobu.ca/#/login and download free for:
iOS - https://goo.gl/VE4AZy
Android - https://goo.gl/KJV2i6
Outlook - https://goo.gl/Lk3Mos
Coming Soon: desktop for Mac & Windows phone
Of course. You can tag any contact you have created as “private” and then you will be the only one who could view, edit or delete this contact. This is a feature that runs on all Pobuca versions.
No, when you downgrade your account, custom fields will be hidden and if you renew your licenses they will appear again.
Your contacts are safely stored in the cloud, as we are using Azure, an enterprise-level Microsoft infrastructure. You can read more about Privacy & Security here.
No, we have absolutely no rights to access any of your contacts, unless you request it. You can read more about it on Privacy & Security here.
Of course. For any partnership deals or propositions you can communicate your request at firstname.lastname@example.org and we will schedule a meeting at your best availability with our business team.
By inviting your co-workers: For each one who signups to Pobuca you get extra contacts
By upgrading your Plan from Free to Pro: Upgrade from Free to Pro for extra contacts.
(5,000 contacts per invite, with a maximum of 50.000 contacts for the Free Plan and 10,000 contacts per invite with a maximum of 100.000 contacts for the Pro Plan)
By getting Pobuca Enterprise: Unlimited contacts here, hurry up!
The level of support is based on the plan you have subscribed (Free, Pro, Enterprise). Learn More in this document for the software maintenance support options, our support service packs and on any other special customizations or training.
We are really sorry to hear that you want to leave. Follow the steps below to deactivate your account:
Step 1. Go to "Edit Profile"
Step 2. Scroll at the bottom of the page and select the phrase "Deactivate my account"
Step 3. Confirm your request and your account will be deleted in less than 30 days.
If you find some time, please fill in our user exit survey. (It will take only 5' min.)