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.
Comparison Matrix
Tool Market share* Avg cost Ease of use ICP fit
PocketClients New entrant $15 / mo ●●●●● Phone-native 95%+
Jobber ~250K users ~$99 / mo ●●●○○ Desktop-led 70%
Housecall Pro ~40K businesses ~$129 / mo ●●○○○ Steep curve 65%
Excel + Google Cal Ubiquitous ~$6 / mo ●●○○○ DIY, manual 50%
Paper + Phone Contacts Ubiquitous $0 ●●○○○ Simple, Scattered 45%
Free generic tools
HubSpot Free, Trello, Zoho, etc.
Fragmented $0 ●●○○○ Glue work 40%

*Within the SMB / solo-trade segment. ICP fit is an aggregate score across phone-first ergonomics, time-to-value for a one-person operation, automation depth at the entry tier, total cost, and freedom from desktop dependency. Pure-SaaS competitors over-serve solo pros with crew/dispatch features they don't need; spreadsheets and paper under-serve on automation and client touch.

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 (pre-funding)

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.

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.
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
$6.4M
Yr-3 SOM
Base 1.5% capture · low $4.3M / high $8.5M

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 $14.99 USD / mo · or $149.99 USD / yr · 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
~$80 CADblended · see GTM
Go-to-Market

Hyperlocal pilot: 10 → 500 paying users in the GTA

Tradespeople are notoriously hard to reach via paid digital ads. Our wedge is founder-led, hyperlocal, organic distribution in the Greater Toronto Area — where we live, know the trades, and can win in person before scaling channels that cost money.

  • Local Facebook groups. Active presence in GTA-area trades, neighbourhood, and small-business groups. Helpful answers, not pitches.
  • Direct outreach to local ICPs. Cold DMs to handymen, electricians, plumbers, lawncare, cleaners listed in local FB business pages and Marketplace.
  • Local subreddits. r/Toronto, r/askTO, r/HamiltonOntario, r/Mississauga — answer real "who do you trust for X" threads where solo pros congregate.
  • Cold-email campaigns. Scraped + enriched lists of GTA-area solo operators; warmed sending domains; A/B tested copy.
  • Founder-network referrals. Every paying user is asked for one warm intro. Compounds for free.
CAC Hypothesis · staged
0 → 100
~$40 CADfounder-led, hard cost
100 → 500
~$120 CADwith VA / SDR assist
Blended
~$80 CADLTV : CAC ~10 : 1

Reasoning. First 100 users are founder-led: hard costs are cold-email infrastructure + list enrichment (~$200/mo) and small Meta retargeting tests (~$200/mo) — ~$40/user. The 100 → 500 phase hits the founder-hours wall; we model a part-time VA/SDR and content help at ~$120/user. Blended pilot CAC of ~$80 yields ~10:1 LTV:CAC, well above the 3:1 SaaS bar and inside the 5:1 investor-friendly band. Payback is fast — and often immediate on annual signups (a $200 CAD prepaid year recovers an $80 CAC on day 1). Monthly subscribers ($19.99 CAD / mo) clear CAC in ~4 months. We expect a healthy mix of both, with annual plans skewed toward serious operators. Roadmap items — multi-page site, PocketPages, SEO tools — are explicit CAC-reducers for the 500+ horizon.

Revenue Projections · 2026

Three scenarios · linear ramp to year-end

Scenario Users (EOY) 2026 Bookings Exit ARR
Low 250 $38K CAD $56K CAD
Mid 600 $91K CAD $134K CAD
High 1,200 $182K CAD $269K CAD

Assumptions. Plan mix 40% annual / 60% monthly · blended ARPU ~$224 CAD/yr · linear user ramp from 0 to year-end count. Bookings = cash collected (annual prepayments at signup + accrued monthly subscriptions). Exit ARR = annualized run-rate at EOY 2026, i.e. revenue we'd book in 2027 with zero net adds.

Path to Yr-3 SOM
Year Users (EOY) Exit ARR Driver
2026 600 $134K CAD Founder-led pilot · GTA hyperlocal
2027 ~5,100 ~$1.14M CAD Paid channels + SEO + early referrals
2028 ~43,000 ~$9.6M CAD Viral loops · SEO · Brand Recognition

Bridging the gap. 2028 user count of ~43K reflects 1.5% of the 2.85M-unit SAM (matches Yr-3 SOM cell). Trajectory requires ~8.5× YoY for two consecutive years — aggressive but standard for early-stage SaaS with viral mechanics. The roadmap is engineered for it: PocketPages generates client-facing landing pages that rank for the user's local SEO, white-labeled SMS exposes the PocketClients brand to every customer's clients, and PocketVoice creates referenceable wow-feature word-of-mouth. ARR figures use blended ARPU (40% annual / 60% monthly), which is ~15% above the pure-annual ARPU used in the SOM calculation — so hitting 1.5% units modestly exceeds the dollar SOM floor.

The Ask
$350K CAD raise
SAFE · Close Q2 2026
Engineering60%
Growth35%
Operations3%
Legal & Admin2%
What This Round Buys
  • Hit 2026 goals. Fund the Mid-case ramp to ~600 paying users and ship the EOY 2026 roadmap (PocketPages, white-labeled SMS, multi-page site, SEO).
  • Poise for the 3-year SOM. Lock in the viral mechanics — PocketPages SEO, white-label client exposure, PocketVoice — that compound into the Yr-3 SOM trajectory.
  • Step-up in valuation. Convert pre-revenue risk into a priced Series-A story backed by ARR, retention curves, and a proven GTA playbook ready to replicate.
  • Reach profitability. Unit economics (~10:1 LTV:CAC, immediate payback on annual) make this the last dilutive raise required to get to default-alive.
Sources: US Census 2023 NES · CPWR Chart Book · SBA 2024 Profile · ISED CIS · StatCan 2023 · Jobber HSER · FBI FSM Market · Pew Mobile