CRM

Your CRM, operated by agents: Salesforce, HubSpot, Zoho, LeadSquared, Pipedrive, Freshsales

Connect any of six major CRMs in one step. Agents create and update leads, log calls and WhatsApps, move stages and report the pipeline, all from a sentence on your phone.

A CRM is only as good as what gets typed into it, and nobody wants to type into it. Counsellors skip the call notes. Reps update the stage on Friday from memory. Managers export to Excel to find out what's actually happening. The data is late, thin and wrong, and it cost a fortune to integrate.

In Pocket the CRM is just another tool your agents use. You connect it once. After that you talk, and the agent reads and writes the records.

Six CRMs, one set of verbs

Open your project's Tools & MCP screen, pick your CRM from the catalogue, paste the key it asks for, and every agent on that machine gets the same six tools. Whether you run Salesforce or LeadSquared, the agent speaks one language, so a routine you write for one works on the other.

crm_upsert_lead     create or update by phone/email (name, program, stage, owner, notes)
crm_get_lead        a lead and its recent activity
crm_search_leads    by text, stage, program or intent
crm_log_activity    a call, WhatsApp, email or note on the timeline
crm_stage_summary   how many leads sit in each stage
crm_api             any other endpoint of your CRM's own API

• Salesforce: instance URL plus an access token, or a connected-app client ID and secret.
• HubSpot: a private-app token.
• Zoho CRM: client ID, secret and refresh token, on any data centre (.com, .in, .eu…).
• LeadSquared: access key and secret key, on your region's host.
• Pipedrive: API token.
• Freshsales: your domain and API key.

What it looks like

• "Add Priya Sharma, 98xxxxxx21, interested in the MBA, from the Instagram campaign, and assign her to Rahul."
• "Every lead that hasn't been contacted in 48 hours: WhatsApp them the brochure and log it."
• "After each call, write a two-line summary and the intent score to the lead's timeline."
• "Every Monday at 9, message me the pipeline by stage and the five hottest leads."
• "Find everyone who asked about hostel fees and move them to Counselling."

Where the data comes from

The CRM stops being a place people type into. It fills itself from everything else the agents do: calls placed from your phone, WhatsApp threads a bot answered, emails, form webhooks, dashboards. Every action can end with a crm_log_activity, so the timeline is complete without anyone opening the CRM.

No CRM yet? The built-in Pocket CRM keeps leads in your machine's own warehouse, with the same tools and live dashboards. Move to a hosted CRM later without changing a single routine.