Less managing your CRM.
More getting things done.
Pulse keeps track of conversations, deals and follow-ups. Routine work moves forward within your rules. The decisions that need you come straight to the top.
Everything a CRM makes you remember.
Good morning, Alex
3 things need you
Try opening a task, approving a request, or simulating a new message.
Needs your attention
3Only work that requires youApprove a 15% discount for Maya
Halcyon Logistics · $48k opportunity
Reply to Maya
Halcyon Logistics · $48k opportunity
Call Dr. Lena Park
Orbit Health · Follow-up · due tomorrow
Worth knowing
2No action neededFictional data · Nothing is actually sent or changed outside this page.
The difference
Stop hunting for what matters.
Most CRMs keep every record close by, but leave the sorting to you. Pulse turns activity into a short list of decisions, with the context already attached.
The usual CRM
- Scan tables and filter for overdue work
- Open five screens to understand one customer
- Chase updates across channels and teams
- Dig through settings to automate a task
Pulse
- See the few things that need you today
- Know why each task matters, right away
- Act with customer and deal context in view
- Describe the rule and approve a preview
How it works
It does the sorting. You make the call.
Your existing conversations and workflows stay connected. Pulse highlights the next step instead of another dashboard to maintain.
Connect your work
Bring in channels, contacts and opportunities. Choose which tasks Pulse can handle and which need approval.
See what needs you
Incoming requests, due follow-ups and blocked decisions rise to the top with an explanation.
Take the next step
Review a ready draft, make an approval, or mark a reminder done. Routine work follows your rules.
Less noise, more signal
Two lanes. One clear priority.
Things to do shouldn't compete with things worth knowing. Pulse keeps them apart so your attention stays where it matters.
Needs your attention
Requires a decision or action
- ReplyA customer is waiting
Review a prepared response with the conversation attached.
- ApproveA decision needs your yes
See what was requested and which limit applies.
- ReminderSomething is coming due
Get the context before the call, then finish or snooze.
Worth knowing
Helpful context, no interruption
- InsightSomething changed
A meaningful trend is easy to find, without entering your task count.
- SuggestionA better way to work
See the evidence behind a proposed automation before opting in.
Settings, in plain English
Just say what you want.
Describe a change, review exactly what will happen, and apply it when you're ready. The regular controls are still there when you want them.
Auto-send approved routine updates
Use approved templates for routine order-status questions from existing customers.
- ✓ Discounts and billing still require review
- ✓ Every automated send is recorded
- Auto-send: Off
- Discount limit: 10%
- Reminders: On due date
You stay in charge
Smart, without taking the wheel.
You know what Pulse is doing, why it thinks something matters, and where automation stops.
Clear approval boundaries
Routine changes can follow agreed rules. Sensitive decisions stay with a person.
Activity you can trace
See what happened and undo reversible changes. Sent messages and external effects can't always be recalled.
Your CRM is still there
When you need detail, conversations, opportunities, workflows and reports remain available.
Open your CRM. Know what matters.
Start with the work that needs you and let the rest keep moving, within your rules.
Try the Pulse demo ↑