CRM
One place to run the whole business.
Manage your team, customers, enquiries, bookings, conversations, content and payments from one clear dashboard.
PocketBot brings activity from your website, your app, Room33 and Telegram together, so nothing is lost between platforms.
Where this stands
The PocketBot CRM is currently in development.
The screens on this page show the unified management experience we are building for agencies and independent businesses.
Some PocketBot functions already operate through Core, provider dashboards and connected customer platforms. The complete CRM interface shown here is not yet generally available. Early PocketBot customers will be introduced to CRM features progressively as they become ready.
The dashboard
Everything the business did today, on one screen.
The agency view carries the fullest version, because an agency uses every part of it. Independents and creators run the same system with fewer panels.
Product previewThe screens below show the interface being built, not a product you can log into today.
Bookings, last 14 days
Recent enquiries
All channelsLive roster
11 staff
Upcoming bookings
Needs attention
The agency view: eleven people, four channels and every enquiry in one place, with the roster set by the staff themselves.
What it covers
Nine sections, one record underneath.
Running the day
- Overview — bookings, enquiries, revenue, conversion, response time and availability
- Team and profiles — roster, profile status, availability, rates, services and access
- Leads and customers — enquiries, contact history, source, status, notes and follow ups
- Bookings — calendar, pending requests, confirmations, quotes and payment status
- Messages — website, Room33, Telegram and receptionist conversations in one inbox
Running the business
- Content and audience — posts, media, members, followers, broadcasts and engagement
- Payments — transactions, deposits, memberships, payment status, refund records and provider reconciliation
- Reports — bookings, revenue, lead sources, staff performance and audience growth
- Settings and permissions — team access, receptionist rules, notifications and integrations
Ready to connect your business?
See it with your own roster in it.
Tell us how the team works and we will come back with how your staff, your enquiries and your bookings would sit together.