CUSTOMER RELATIONSHIPS · BUSINESS HUB
Every customer has a next step.
Keep leads, customers, activity, and follow-ups together in one project-scoped CRM. Get a review-ready next step without handing over control of the customer relationship.
- One customer history
- Tasks stay with the team
- AI drafts stay review-only
YOUR CUSTOMERSLead pipeline
Board view⌄ · Filter · SortA CLEAR, QUICK WORKFLOW
Know the relationship. Choose the next move.
Capture
Bring in site leads and intake forms, or map and preview a CSV import before confirming it.
Understand
Review logged activity across notes, bookings, support, and commerce. Search, filter, or switch to list view.
Follow up
Assign a linked task or review an AI draft from the selected project’s saved provider. Nothing is sent automatically.
Pipeline + customer list
Move leads across clear stages, search and filter records, and import a reviewed CSV.
One customer history
Connect notes, interactions, intake, support, bookings, and commerce to the same customer.
AI with a human in control
Review a summary or follow-up draft before you use it. Customer outreach is never automatic.
Follow-up that stays visible
Assign linked customer tasks, keep activity logged, and export formula-safe records.
Built for useful, accountable customer work.
Does CRM AI send messages?
No. It creates a review-only draft. Email, phone, and private notes are excluded from provider context; you decide whether to copy or save a draft as a private follow-up note.
Can teams see all projects at once?
The CRM follows the authenticated header Project selector. All Projects is a read-only aggregate view; AI and record creation require a specific selected project.
Does PocketPapi connect to Votel?
No. Votel was researched as a product reference. PocketPapi uses its own CRM data, saved project AI providers, and existing communication and booking tools.
One workspace for the next step