PocketClients — Investor Overview
The pocket-sized CRM for independent service pros
Pre-Seed · Q2 2026

The first Phone-only CRM for Trades & Service Pros.

5+ million handymen, plumbers, electricians, lawncare and other solo operators across US & Canada are stuck between duct-tape operations, and overcomplicated software for teams. PocketClients fills the space with strategic features for Solo-Operators.

Independent service pro
Currency:
Problem

Solo operators run on Duct tape or Overcomplicated software.

  • No Phone-only option — doing paperwork after dinner or lugging a laptop in the truck is unwieldy and a time-sink.
  • CRMs heavily upsell the most useful features — automation, reminders, and analytics sit behind premium tiers built for teams.
  • Manual texting is disorganized and unpredictable — no history, no automation, no trail - only stress and self-reminders.
  • Invoicing becomes a second job — paper invoices, late chases, no analytics - OR relying on heavy software built for teams.
Solution

A full CRM that fits in your pocket.

📅 Smart scheduling

Auto SMS/email reminders 2-day, 1-day, same-morning. Recurring jobs.

👥 Client CRM

Profiles with history, revenue, notes, preferred contact channel.

🧾 Invoicing & quotes

PDF invoices with PayPal & e-transfer links. CRA/IRS tax-compliant.

📊 Analytics

Revenue, expenses, net, hours, effective hourly rate — one tap.

Product

Built to be used by in the truck, not the back-office.

Home Calendar Client Invoice Analytics
Competitive

Where we're structurally different.

  • Phone-first, between jobs. A solo pro runs the whole business from one device — no opening a laptop after dinner, no carrying hardware on the road that can break or get stolen.
  • The most useful features in the base plan. Automation, reminders, analytics, and invoicing aren't paywalled into higher tiers. Operating cost stays very low — leaving room for healthy margin at our price.
  • Small, skilled team. Low operating overhead and daily turnaround on features and bug fixes using state-of-the-art AI-augmented developer toolset — a cadence enterprise vendors can't match.
Team
Victor Ivri & Daria Shamrai

Victor Ivri & Daria Shamrai

Co-founders
Victor Ivri LinkedIn ↗
Engineering & Product

Software professional and leader with 16 years building software and leading teams.

F/T on PocketClients.

Daria Shamrai LinkedIn ↗
UI/UX & Marketing

Software, UI/UX, and marketing professional with 5 years building software, user interfaces, and brand.

P/T on PocketClients

Traction

Early pilots, live in both stores.

Pilots
Running with solo trades
Use-cases
Being sharpened weekly
Adopters
Onboarding & retaining

Shipped on iOS & Android. Running early-stage pilots with independent trades, sharpening use-cases against real workflows, and converting first paying adopters.

Market — US + Canada · figures in USD

5.15M solo & micro-trade businesses.

$770M
TAM
4.65M US × $150 USD + 0.50M CA × $200 CAD
$426M
SAM
2.85M smartphone-equipped, SaaS-willing
$8.5M
Yr-3 SOM
Base 2% capture · low $4.3M / high $12.8M

ARPU: $149.99 USD/yr in US; $199.99 CAD/yr in Canada (≈ $146 USD at parity FX).

TAM units: 1.9M US specialty-trade nonemployers + 0.43M landscapers + ~0.75M cleaners + ~1.1M adjacent solos + 0.47M US micro-employers + ~0.50M Canada (Census NES 2023, ISED, SBA).

SAM filter: ×0.93 smartphone × 0.85 self-administers books × 0.70 SaaS-willing in 3 yrs.

Tailwind: Nonemployer firms growing 2.7%/yr — outpacing employers. Digital payments crossed 50% of home-service transactions in Q3 2025 (Jobber HSER).

Business Model

Free trial → Subscription → Add-Ons

  • 14-day free trial with 60 SMS · then $149.99 USD per year · 200 SMS/mo included
  • SMS top-ups: +500 SMS, consumable
  • USA and Canadian market: CAD & USD; CRA + IRS-compliant invoicing
  • Distribution: App Store · Google Play · free SEO tools at tools.pocketclients.com
Unit Economics
LTV
$800 CADover 4 years
Op. Cost
~$36 CADper year
Gross Margin
~85%SaaS Margins
CAC
TBDpost-pilot
Roadmap

End-to-End Solution for Solo-Operators by EOY 2026

  • Q1 2026 — Market research. Competitive landscape, ICP validation, pricing model.
  • Q1 2026 — Landing page. Lead-generation, mailing-list, SEO.
  • Q1 2026 — Play Store release. Live on Android; first round of early testers onboarded.
  • Q2 2026 — App Store release. Live on iOS; early testing and first user pilots in progress.
  • In progressQ2 2026 — Multi-page Website. Lead-generation, mailing-list, SEO.
  • In progressQ2 2026 — White-labeling. White-labeling SMS, Quotes & Invoices. Subscription add-on.
  • Q2 2026 — PocketPages. Client-facing landing pages with deep CRM integration. Top-of-funnel lead acquisition. Subscription add-on.
  • Q3 2026 — Tap-to-Pay. Integrating tap-to-pay for invoices. Included in base-plan.
  • Q4 2026 — PocketVoice. AI receptionist that answers, qualifies, and books — converting missed calls into booked jobs. Subscription add-on.
The Ask
$250K CAD raise
SAFE · Close Q2 2026
Engineering70%
Growth25%
Operations3%
Legal & Admin2%
Sources: US Census 2023 NES · CPWR Chart Book · SBA 2024 Profile · ISED CIS · StatCan 2023 · Jobber HSER · FBI FSM Market · Pew Mobile