Turn your CRM into a revenue engine.
Most CRMs store data. Very few actually convert it into revenue. Pocket Isa is the AI revenue intelligence layer that plugs into your CRM and transforms how your users engage, prioritize, and close leads.
- Increase conversion rates without changing your UI
- Reduce churn by delivering real outcomes
- Turn your CRM into a system users depend on daily
Add Pocket Isa to your CRM in days, not months.
CRMs without intelligence are becoming dashboards.
We analyzed 69.1M CRM events across 14+ real estate brokerages on five platforms. In every case, the data showed the same thing: agents had leads but no reliable signal on what to do next. See the findings →
Today's users don't want:
- more fields
- more pipelines
- more manual follow-ups
Without that:
- leads go cold
- users lose trust
- churn increases
They want one thing: "Tell me what to do next."
The missing layer in every CRM.
Pocket Isa sits on top of your CRM and does four things, clearly, repeatedly, measurably.
Scores leads in real-time
Industry-aware scoring across five dimensions, Speed, Engagement, Intent, Freshness, Activity. Every lead ranked by revenue potential, with a transparent breakdown.
Recommends the next best action
Call. SMS. Email. Wait. Each recommendation comes with timing and reasoning your reps can trust.
Executes or assists outreach
AI-generated messages. Variant testing (Safe / Curiosity / Bold). A learning loop that optimizes over time.
Improves over time
Variant performance is tracked per channel and segment. The messages that get replies and bookings rise to the top automatically.
This isn't a feature. It's a revenue multiplier.
Increase retention
Users stay when they get results. Outcomes are stickier than features.
Unlock higher ARPU
Charge more for AI automation, revenue intelligence, and conversion tools.
Faster time-to-value
Users see impact in days, not months. Activation jumps. Churn drops.
Reduce feature bloat
Instead of building scoring, automation, and AI messaging, you plug it in.
No rebuild required.
Pocket Isa works with your existing system. We meet your stack where it is, REST APIs, webhooks, your CRM data models, your event streams.
- No UI rewrite needed
- No migration required
- No schema changes
# Send a lead via your backend
POST /api/leads
# Get back priority + next action
{ "score": 87, "action": "call_now",
"reason": "high intent, fresh" }Start with a zero-risk PoC.
Give us a blinded sample of historical leads. We'll score them and backtest the results offline to prove the model's accuracy on your specific data, before you write any integration code.
- Lead scoring only
- Insights dashboard
- Recommendation engine
- automation
- sequences
- full autopilot
Flexible for your business model.
White label
Fully branded as your product. Your name, your UI, our engine.
Embedded
Native inside your CRM UI via SDK or component library.
API layer
Power your backend intelligence. We're invisible to your users.
Revenue share
Charge a premium for your AI tier. We monetize together via a revenue share or simple usage-based flat fee (per scored lead).
Built on real data, not generic AI.
Built on real pipeline data
69.1 million real CRM events across 14+ independent brokerages on five platforms (Real Geeks, FollowUpBoss, BoomTown, Firepoint, KW Command). Scoring weights, next-action logic, and messaging variants are derived from actual sales patterns, not generic AI defaults.
Built for high-ticket sales
Where every lead matters and a single missed follow-up can cost $20K+.
Optimised for execution
Not just analysis. Every output, score, action, message, is designed to drive a next step, not produce a report.
→ This is not ChatGPT wrapped in UI.
→ This is a decision engine.
For the engineers in the room.
Everything you need to evaluate the integration. Expand any section.
API & data ingestion
REST endpoints for lead and activity events. JSON in, JSON out. API key auth, multi-tenant isolation.
Field aliasing handles 100+ header variations automatically, your existing payloads usually work as-is.
Webhooks & event streams
Push lead activity to Pocket Isa. Subscribe to score updates, recommendation changes, and outcome events.
Zapier-supported for non-engineering teams. Native webhooks for production deployments.
Multi-tenant architecture
Strict tenant-level data isolation enforced at the database layer. Every query is scoped via Postgres RLS.
Zero Cross-Tenant Leakage: We never use your customers' proprietary lead data to train our global or baseline models without explicit opt-in.
SOC 2 controls and compliance mapping in progress.
White-label & branding
Custom domains, logos, colors, and email sender identities per partner. Your users never see Pocket Isa.
Embedded mode ships as a React SDK with themeable components.
You stay in control.
AI assists, it doesn't take over blindly. Every automation is gated, auditable, and reversible.
Explicit consent required
Autonomy is opt-in per company. Nothing sends without sign-off.
Channel-level control
Toggle email, SMS, and call independently. Pause any channel anytime.
Twilio verification for SMS
10DLC compliance enforced. SMS automation only for verified senders.
Built-in failsafes
Cadence guards, negative-reply detection, and confidence floors prevent overreach.
Become the CRM that actually closes deals.
Your competitors are still building features. You can ship outcomes.