Your pipeline isn't broken. Your decisions are.
Pocket Isa removes the guesswork from your pipeline. Every lead comes with a clear next move, on top of the CRM you already use.
- Founding pricing, locked for life
- Connects to your CRM, no migration
- Your data stays yours
Built on 69,140,298 analyzed CRM events across 5 platforms and 4 years. Not a CRM. Try it free for 14 days.
Every new lead gets a call. Even when your team is busy.
Your agents get the first shot. If nobody calls in time, Isa, our AI caller, does: she books the callback on your agent's calendar and makes sure nobody forgets it. A real call on the live product. AI calls are in beta.
Isa, AI
Priya, test lead
Isa, AI
Real call on the live product · Isa is the AI · the lead is a test voice
Leads are everywhere. Attention isn't.
Speed is now the biggest advantage in closing deals. Teams don't lose revenue from lack of leads. They lose it from delayed action.
Pocket Isa fixes that.
Every lead gets a decision. Not a dashboard.
Timeline: Tour request on 2401 Lakeside Dr, 2h ago
Engagement: Saved 3 condos under $650k, opened email yesterday
Risk: Note: 'Also working with another agent'
What to do
Call within 30 minutes, book the Lakeside tour
Why now
Tour request just came in, lead viewed 14 properties in 48h and favorited 3 South Austin condos. 49.7% of leads called within 1 hour convert. She mentioned another agent in the form note, so speed decides.
If no reply
SMS in 1h with two specific Saturday slots for the Lakeside walkthrough.
"Hey Sarah, your tour request for 2401 Lakeside Dr came through. I have Saturday at 11 or Sunday at 2, which works better? Happy to add the other two condos you saved if you want to see all three back to back."
This is what execution looks like.
Not a dashboard. Not a report. A decision.
Prioritize the right leads
100-point scoring across Speed, Engagement, Intent, Freshness and Activity, with a transparent breakdown.
Act, or let Autopilot act
Every lead comes with a next move and ready-to-send message. Turn on Autopilot to send it for you.
Lead the team
Per-agent pipeline, conversion, response time and SLA, filterable by window, with a click-through breakdown.
Know what works
Variant performance, sequence success rates, and a learning loop that promotes the best-performing messages automatically.
See exactly what to do next on every lead
Not insights. Not dashboards. A system that tells your team exactly what to do next, and how to do it.
A copilot on every lead: ask, draft, send
- Ask it anything. What should I do here? Why does this lead matter? It answers using only this lead's real data.
- It writes the message. Say the word and it drafts the email or text, in your team's voice, ready to go.
- It acts with your OK. One click sends, logs the call, or updates the lead. Nothing happens without your confirmation.
Hey Sarah, your tour request for 2401 Lakeside Dr came through. I have Saturday at 11 or Sunday at 2, which works better?
Every number comes with its reasons
- When to act. Timing windows from urgency and engagement, now, today by 5pm, or this week.
- Why this lead. Conversion probability, deal value, and risk, itemized so agents trust the queue.
- What it's worth. Estimated deal value and commission on every card, so priority means revenue, not vibes.
It sends the follow-up, and it stops itself when it should
Turn it on when you trust it. It sends the next email in your team's voice, respects your cadence guards, and watches its own results the whole time.
- You set the leash. Three modes: suggest only, write it and hold it for approval, or send it. Nothing sends autonomously until you give consent.
- It watches its own results. Negative reply rate, sample size and conversion stability roll up into a live health score.
- It stops before you have to. Cross the risk threshold and the failsafe halts sending, then tells you exactly what to change.
From lead to action in four steps
Plug in your lead source
CSV upload or Zapier, takes under 5 minutes.
rachel_kim importedEvery opportunity gets scored
High-value deals surface first, automatically.
Score 87 · HotEach lead gets an action + message
What to do, what to send, when to act, ready to go.
Your team executes, or Autopilot does
Outcomes feed back and the system gets sharper.
In beta, Zapier is the recommended integration for production workflows.
CRMs store data. Pocket Isa drives decisions.
Your CRM
Follow Up Boss, Real Geeks, KW Command. Nothing moves out of it.
API and Zapier
A live REST endpoint, or a Zap from whatever captures leads today.
CSV
Drop a file. 100+ header variations map themselves.
Decides
Scores every lead, ranks by revenue, picks the next best action, and writes the message.
Prioritized
One ranked queue. Who to call first, and what it is worth.
Drafted
The next message, in your team's voice, with the reasons attached.
Ready to act
Your agent sends it, or Autopilot does. The outcome trains the next one.
Keep your CRM. Add the decision layer.
Built for teams closing high-value deals
Agencies closing $5K–$50K retainers
High-ticket deals don't close with generic follow-ups. Speed and precision win.
Real estate teams with high-intent buyers
When a buyer is ready, the first agent to act gets the deal. Every time.
Sales teams where response time decides revenue
If your close rate depends on speed, you need a decision engine, not another CRM.
Leads are abundant. Attention is scarce.
Speed is now the biggest conversion advantage
Teams don't lose deals from lack of leads, but from slow execution
The teams that act first, win. Pocket Isa makes sure that's your team.
What Pocket Isa is built for right now
- Lead prioritization with a transparent score breakdown
- Tactical next-best action on every lead
- AI caller, in beta: calls the new leads your agents have not reached
- Email Autopilot with learned best-performing variants
- Per-agent Team Performance for managers
- Multi-industry support (real estate, agencies, SaaS, services)
- Zapier, REST API, and CSV ingestion
- Bulk one-to-many email campaigns
- Texting leads on autopilot (needs your own Twilio number)
- Deep CRM customization & custom objects
Founding pricing. Locked for life.
$199/mo
$299 after the first 50 teams
$399/mo
$499 after the first 50 teams
First 50 teams lock the rate forever. Beta teams included. 14-day trial.
See full pricingpipeline events. Eight uncomfortable truths.
We analyzed CRM activity across 14+ real estate brokerages on five platforms. Here's what the data actually shows about where deals are lost.
See what your team should be doing right now, on every lead.
Try it free for 14 days. Replace guesswork with execution.
Everything you need to know about Pocket Isa
What is Pocket Isa?
Pocket Isa is a Revenue Execution Engine. It scores every lead, predicts conversion probability, and puts a Copilot on every lead that you can ask what to do, that drafts the message for you, and that sends or logs it with one click once you confirm. Turn on Autopilot and it sends the outreach for you. Your team focuses on closing, not deciding.
Is Pocket Isa a CRM?
No. Pocket Isa is a decision and execution layer that works on top of the CRM you already use. It does not replace your CRM, it tells you which leads to act on, what to send, and increasingly, sends it for you.
Who is Pocket Isa built for?
Pocket Isa is designed for high-ticket service businesses such as real estate teams, agencies, SaaS sales teams, and professional services firms, where every lead matters and speed-to-action directly impacts revenue.
How does Pocket Isa score leads?
Pocket Isa uses a 100-point industry-aware scoring engine across five dimensions: Speed, Engagement, Intent, Freshness, and Agent Activity. Every score comes with an itemized breakdown, so you see exactly which signals added or removed points.
What is Autopilot?
Autopilot is an opt-in execution layer that sends the next best email (and SMS where eligible) automatically, using your tone, signature, and learned best-performing variants. It respects cadence guards, pauses on negative replies, and falls back to manual review when confidence is low.
Can managers see per-agent performance?
Yes. The Team Performance dashboard gives admins and managers per-agent metrics across pipeline and conversion, speed and activity, outcomes and quality, and workload and SLA, filterable by 7d, 30d, 90d, or all-time, with a click-through detail drawer for each team member.
How does Pocket Isa connect to my CRM and leads?
Pocket Isa plugs into your existing CRM and lead sources via a live REST API, Zapier, or CSV upload, no migration required. The auto-mapping engine handles 100+ header variations and dedupes in batches of 200 rows.
How is Pocket Isa different from other lead scoring tools?
Most lead scoring tools give you a number. Pocket Isa gives you a number, an explanation, the next move, the message to send, and with Autopilot, sends it. Built for execution, not just analysis.
How much does Pocket Isa cost?
Founding pricing is live for the first 50 teams: Team is $199 per month and Growth is $399 per month, locked for life (list pricing is $299 and $499). Current beta teams stay free through the beta and lock the founding rate when it ends. Every new team starts with a 14-day trial.