Give every salesperson an AI assistant in their pocket.
Pocket prepares every meeting, gives your people the expertise of the whole company and updates the CRM from a 30-second debrief.
Before every meeting, Pocket gets you ready.
A question in front of the customer? Pocket Expert answers in seconds, from your documents.
Afterwards, a 30-second debrief is all it takes: it updates the CRM and creates your follow-ups.
Arrive at every meeting fully prepared.
Thirty minutes before the meeting, Pocket sums up the customer’s entire history. No more scrolling through twenty activities in the CRM.
- The history, the current contract, the current vehicle or property
- Budget, interests, objections already raised
- The latest exchange, including the call handled by Sophia
The customer’s whole story in a few seconds.
All your company’s knowledge in every team member’s pocket.
Procedures, prices, terms, product sheets: Pocket knows your approved documents. Your people ask it a question, by typing or by voice, and get a clear answer with sources. In seconds, even with a customer in front of them.
By typing or by voice
Customer in front of you: type. Hands full: speak. Access it from any phone, tablet or computer.
The answer, always in text
More discreet in front of a customer, and easier to reread, copy and pass on to a colleague.
Sources with every answer
Pocket cites the documents it used and opens them for you in one click. If it finds nothing, it tells you instead of making something up.
Your documents, and nothing else
Procedures, prices, terms and conditions, supplier documentation, internal FAQs. Access is private and restricted to your teams.
At last, a CRM that almost fills itself in.
Walking out of the meeting, the salesperson dictates for 30 seconds. Pocket turns it into a summary, fills in the CRM fields and prepares the follow-ups. The salesperson checks, then approves.
- Budget, need, vehicle, property or project
- Objections, competition, financing, decision-makers
- Timeline, next action, follow-up date
“Debrief David Meyer. Test drive went well, he loved the car. He’s unsure about financing and is waiting for our offer including the trade-in.”
Focus on your customer. Pocket takes care of the rest.
Your salespeople save time. Your business gains data.
Pocket does more than save time. Every meeting enriches your CRM: history, needs, objections, competition, budget, preferences, relationship context. When a salesperson leaves, what they knew stays.
Illustrative example. Cockpit calculates your actual CRM Health from your own data.
Pocket helps the individual. Cockpit gives the manager visibility.
What your teams approve in Pocket flows into Cockpit: meetings, opportunities, next actions, CRM completeness, Pocket adoption. Managers steer with up-to-date data, without chasing anyone to fill in the CRM.
Real activity
This week’s meetings, approved debriefs and open opportunities, per team member.
CRM quality
Share of records with budget, next action and follow-up date: your CRM Health, tracked over time.
Not a monitoring tool
Pocket is first and foremost the team member’s assistant. Nothing goes into the CRM without their approval.
Simple for your teams. Clear for your customers.
The debrief is dictated by the team member, after the meeting. The audio is used for transcription and is not kept afterwards. Retention settings adapt to your company’s rules.
Security and GDPR →- An AI assistant clearly identified as such
- Debrief audio not kept after transcription
- Nothing in the CRM without the team member’s approval
- Access restricted to your teams, per company
Pocket on its own, or with Sophia.
Order Pocket for your team in a few minutes. If you also want Sophia on the phone, Pocket is included in Start (essential), Pro and Business (full).
The AI assistant for your salespeople and field teams.
- Pocket Brief before every meeting
- Pocket Expert on your approved documents
- Voice debrief and CRM updated
- Follow-ups and tasks created automatically
- Manager view in Cockpit
- Connection to your CRM, set up by our team
Sophia answers your customers, Pocket equips your salespeople, with the same data.
- Sophia on the phone and on your website, 24/7
- Inbound and outbound calls
- Cockpit to manage everything
- Full Pocket included: Expert and Debrief
- The full loop: from the call to an enriched CRM
Prices excl. VAT. No commitment on monthly billing. More than 10 users: volume pricing on request.
What people ask us about Pocket.
Do we need to install an app?
No. Pocket opens in the phone’s browser and can be added to the home screen in two taps. No app store, no updates to manage.
Which CRM does it work with?
Pocket writes to your CRM: notes, opportunity fields, tasks and follow-ups. We check compatibility with your CRM during the demo.
What if Pocket doesn’t know the answer?
It says so. Pocket answers only from the documents you have approved, and cites its sources. If it finds nothing, it does not make anything up.
Does the manager see everything the salesperson says?
No. In Cockpit, the manager sees activity and the data approved in the CRM. The debrief remains the team member’s own tool.
How much does Pocket cost?
Pocket on its own costs €79 excl. VAT per month for 1 user, then €49 excl. VAT per additional user, with volume pricing on request beyond 10 users. Pocket is also included in the plans with Sophia: essential in Start (3 seats), full in Pro (5 seats) and Business (15 seats). On annual billing, one month is free.
Is your CRM still waiting for Tuesday’s meeting notes?
With Pocket, a 30-second debrief is enough.
We prepare the demo with your typical appointments, your documents and your CRM. In 20 minutes, your sales team sees what Pocket changes in their day.
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