Poketo

Make the suite broadly operable by agents across CRM, Report, Chat, Brain, and expanded Work procedures.

Introduce a shared event layer so important changes in one app can trigger reactions in others without bespoke point-to-point wiring.

Close the current KPI sync gap so Work completion can reliably update Report even when cards only reference goals or sync errors occur.

Give the suite a real notification layer so cross-app events become visible to users through one consistent inbox and preference model.

Replace generic onboarding with an agency-shaped setup flow that gets a founder to a coherent workspace quickly.

Reduce migration friction by importing the most common agency data sources into CRM and Work.

Turn the existing orchestration infrastructure into a founder-facing agency operations workflow that performs daily triage and weekly reporting.

Give agencies client-safe ways to share progress, knowledge, and reporting without requiring full app access.

Keep CRM activity timelines fresh automatically by turning relevant Chat conversations into CRM history.

Prevent Growth and CRM from acting like separate sales systems by converting qualified Growth prospects into CRM records at the right time.

Define the payment-status tracking MVP for quote-to-cash so the agency sales story can move from won CRM deal to CRM Billing Follow-up without taking on native invoicing, payments, tax, or accounting scope.

Implement the approved CRM Billing Follow-up MVP by adding CRM-linked operational follow-up records, status history, reminders, external references, CRM/Report/agent visibility, and a generic Flow action shape.

Let agencies embed a read-only Work kanban board in client websites and portals through a simple iframe backed by existing share-link security.