pulse

The pulse of your customer data

Reads your CRM and job data and surfaces what actually needs your attention.

How it works
01

Connects to your CRM

Reads existing customer, job, and deal data — no migration required.

02

Surfaces what matters

At-risk accounts, stalled deals, upsell opportunities, flagged in plain language.

03

Delivered how you want it

Daily or weekly summary, not a dashboard you have to remember to check.

What gets configured per business

  • CRM integration
  • What counts as "at risk" for your business
  • Delivery cadence and channel

Start with one conversation

We'll walk through your workflow and tell you whether Pulse is the right fit, or whether a custom build makes more sense.

Book a discovery call