premium personal follow-up for reps

STAY FIRST IN LINE
WHEN THEY'RE READY TO BUY.

PocketRep helps you stay in front of the people most likely to buy again, send you someone new, or need a follow-up before the opportunity goes cold. See who matters today, keep your outreach personal, and know what to say when the conversation needs a stronger next move.

Lock Founding Pricing See How It Works
Your book stays yours Your follow-up stays personal Your next deal is easier to find
Founding pricing
$19 /mo
Choose Solo, Pro, or Elite below • lock the founding rate before month-end
Ends at month-end • 11:59 PM CT
Founding pricing ends this month Regular pricing starts next month
09Days
22Hours
18Min
12Sec
  • ✓ Built for reps who earn on trust, timing, and follow-up
  • ✓ Heat sheet, sequences, reminders, and personal outreach in one place
  • ✓ Choose the plan that fits now — the founding rate stays with that plan
Lock in your founding plan before month-end at 11:59 PM CT. At midnight, regular pricing starts automatically. When PocketRep is ready, web access comes first, and the mobile app is built for signing in with your existing PocketRep account.
10-touchfollow-up that keeps your name in the mix
1-to-1reach a segment without sounding mass sent
Top 5best opportunities surfaced before the day runs you
AI-backedcleaner responses when the objection lands
See how it works

See what this looks like when a rep is actually working their book

Tap through a few of the moments that usually decide whether the deal keeps moving or goes quiet. The names are sample customers, but the workflow is real: who deserves a touch, what should you say, and how do you stay in front of the right people without losing the personal feel that makes a rep worth remembering?

PocketRep • See how it works
Tap a moment to switch the example. On mobile, this stays simple so you can move through it without the layout breaking.
Today’s Heat Sheet
Top priorities surfaced from renewals, overdue follow-up, and repeat-business opportunities.
TodayOverdueRenewals
8high-priority contacts
3renewals inside 60 days
2easy referral opportunities

Who stands out

John S. — Murano customerLease ending in 58 days • no follow-up in 19 days
Maria R. — sold customer90-day referral ask due today
Chris D. — hot prospectQuoted 4 days ago • no response since

Why it matters

PocketRep makes the next move obvious.Instead of scrolling through a phone and guessing who to hit, the rep opens the day with a short list built around timing, follow-up gaps, and customers who are closest to repeat business or a referral.
Personalized Mass Text
Filtered to Murano customers with a renewal window coming up.
Queue 12Review eachSend from your phone
12contacts in queue
1personalized draft each
0generic blast feel

Sample queue

Anthony V.2022 Murano • renewal in 74 days
Jasmine T.Murano buyer • not contacted in 45 days
Marcus L.Past Murano customer • strong trade window

Example message

Hey Anthony, wanted to reach out to a few Murano customers first. If you’ve been thinking about upgrading or just want to see what your options look like before your renewal window gets tighter, I can send you a couple ideas.
Every message still feels like it came from the rep — just with the list, timing, and personalization already handled.
AI Rebuttal
Built from the customer’s notes, budget concern, and current stage in the deal.
Payment objectionText versionCall version

Customer context

Tanya W. — warm prospectLooked at a Rogue • monthly payment felt high • waiting on tax refund

Suggested response

That makes sense. Most people aren’t trying to buy something that feels heavy every month. The good news is there are usually two or three ways to structure it better — whether that’s equipment, term, or timing. If I could show you a version that felt more comfortable, would it be worth a quick look?
PocketRep is not guessing from a blank prompt. It is pulling from the notes, the deal, and the reason the customer actually slowed down.
Elite Closer Help
For reps who want live help when the customer pushes back.
Live chatUses notesSave winning lines

Customer says

“I like it, but I don’t want to make the wrong move and wish I waited another month.”

PocketRep suggests

That’s fair. Nobody wants to feel rushed into the wrong decision. Usually the reason reps bring this up now is because the best window is before customers start shopping harder or incentives change. If the structure made sense today, would you at least want to see it before that window gets tighter?
Elite is built for the moments where a normal template is not enough. It helps the rep keep control of the conversation without sounding robotic.
Why it feels different

Made to feel like your edge, not the company CRM

Most CRMs were built to report on reps. PocketRep is built to help you work your book, stay remembered, and stay first in line when the next deal opens up.

✦

Heat Sheet

Walk in knowing where the easiest money, best saves, and strongest follow-up chances are sitting today.

✉

Personalized Mass Text

Reach the right group fast, keep every message personal, and still send from a personal number the way a real rep would.

⚡

AI Rebuttals

When they hesitate, get a cleaner response built from the customer, the notes, and the moment you are in.

♛

Your Book, Portable

Move stores, teams, or industries without leaving hard-earned relationships behind.

Plans

Choose the plan that fits how you sell today

Start with Solo, step into Pro when you want faster leverage, or use Elite when you want live help in the moments that usually decide whether the customer leans in or backs off.

Solo
$19 founding
Regular price $29 • private follow-up system for relationship-driven reps

Get the book organized, stay visible, and stop letting easy repeat business and referral money drift away.

  • ✓ Contacts and filters
  • ✓ Heat sheet, reminders, and daily follow-up cues
  • ✓ Saved templates, built-in 10-touch sequences, and Personalized Mass Text up to 5 contacts per queue
  • ✓ Manual text and call actions
Choose Solo
Most popular
Pro
$29 founding
Regular price $49 • the no-brainer plan for reps who want more conversations

Use customer context to move faster, sound sharper, and stay in front of the people most likely to buy again or send the next deal.

  • ✓ Everything in Solo
  • ✓ Personalized Mass Text up to 50 contacts per queue
  • ✓ Smarter heat sheet, advanced filters, and custom sequence templates
  • ✓ AI rebuttals from customer info
Choose Pro
Elite
$47 founding
Regular price $79 • for reps who want live help when the customer pushes back

For closers who want help when the deal gets real.
When a customer stalls, pushes back, or throws out a new objection, Elite gives you live coaching built around that customer’s notes, history, and situation — so you’re not guessing what to say next.

  • ✓ Personalized Mass Text up to 100 contacts per queue
  • ✓ Live AI closer chat
  • ✓ Custom objections built around your deals
  • ✓ Customer-aware rebuttals from notes and history
  • ✓ Save winning responses and reuse them
  • ✓ Built for the moments that actually decide the deal
Choose Elite
What reps are saying

Clear enough to feel useful fast.

PocketRep should make sense fast: who deserves a touch, what to say next, and where the easiest money is already sitting in the book.

“I understood it fast. The Heat Sheet alone would keep easy follow-up money from slipping through the cracks.”

Senior auto rep

“The Personalized Mass Text is what sold me. It still feels personal, but it saves a ton of time once the book starts getting bigger.”

Real estate producer

“This feels like something reps would actually use every day. It solves a real problem, and it honestly made me want to start telling people about it.”

Mortgage loan officer
FAQ

Good questions. Straight answers.

Everything below is here to answer the real questions: what PocketRep does, how it helps, and why it feels different from the usual company CRM.

Built to help you work your book like a pro.

Stay in front of the people who matter, keep your outreach personal, and turn more past customers into repeat business, referrals, and second chances.

Lock In Founding Pricing