CRM for services and B2B teams
You didn't lose the deal. You forgot it.
PulseUp is built so the organisation doesn't forget — and reminds you at the moment it matters.
42 days since anyone recorded anything
Kavir Steel
Stage 4 of 9 — Fieldwork
Organisational forgetting has a shape
- “I thought you were following up”
- “What did we promise last time?”
- “Who sent that file?”
- “Rezaei left — whose account is it?”
- “Six months of silence”
- “We answered this before”
PulseUp is a CRM that remembers the account for you
Every CRM gives you a customer database and a pipeline. PulseUp has both — and one thing more: memory.
The difference in practice: in an ordinary CRM, if nobody types it in, it does not exist. Here the pipeline is a view onto the memory rather than a list filled in by whoever felt optimistic — a person chooses the stage, the system derives the outcome, and history is append-only.
- A feed on every contact and engagement
- Documents read and indexed
- Tasks that come out of the conversation itself
- Pulse — the feed that brings a quiet engagement back on its own
- Sara MohammadiTuesday, 14:02Voice note
Site visit. Mr Rezaei said next year's budget is settled by the end of Mordad and they won't decide anything before then.
Task created: Follow up on budget — Sara Mohammadi
- Amir KazemiMonday, 09:30
The 1403 statements arrived. Scanned, and the quality is poor.
How it works
Three things that pull the organisation out of forgetting
Everything else is a view onto these three. Each has its own page.
- Pulse
42 days since anyone recorded anything
Kavir Steel
FP&A retainerLead: Sara MohammadiStage 4 of 9 — Fieldwork
Leave a noteWatchRemind me laterAccounts come back on their own
An account with 42 days of silence resurfaces — carrying the reason, on the card.
- Documents · Financial statements 1403.pdfFinancial statements 1403.pdf48 pagesDone0 pages lost
- ## Statement of financial position
- | Account | 1403 | 1402 |
- | Cash and equivalents | 84,120 | 61,540 |
- | Trade receivables | 402,880 | 366,210 |
Page 12 validated by Sara
The dead attachment becomes searchable
Scans and Persian tables are read, and every answer arrives with its source page.
- Engagements · Pipeline
Proposal sent
Pars Petrochemical
Financial due diligence
4.8 B T
Alborz Foods
Valuation
1.2 B T
Fieldwork
Kavir Steel
FP&A retainer
320 M T / mo
Reporting
Sepehr Logistics
Statement spreading
180 M T
The pipeline falls out of the work
Outcome is inferred, never typed. Every move is one row in an append-only history.
New
The meeting ends; the words stay
The meeting is written down as it happens — in Persian, with the names right. The transcript attaches to the client record and is readable only by the people who were in the room or were explicitly invited.
- Record live, or upload the recorded file
- Transcribed in the moment, with the meeting's own glossary
- For the rest of the workspace? This meeting does not exist
Contract draft review
- The price-adjustment clause reverts to the July formula, with the cap reviewed annually.
- The technical annex arrives from the client next week.
- On the payment schedule, the proposal is…
56 of 120 minutes
Who it's for
Relationship-led work, many stages, long horizons
Teams of 5 to 50 where account knowledge lives in people's heads and WhatsApp threads.
Advisory firms
Concurrent engagements, and a pipeline the partners believe.
“The mandate ended, and what we learned left with the team.”
Industrial and B2B sales
Long cycles, many deciders, a promise you don't forget.
“Six months of negotiation, and the minutes are on my phone.”
Accounting and audit
Client paperwork into a working file, evidence attached.
“The evidence exists; nobody knows where.”
In-house finance teams
Closing and variance, without the spreadsheet ritual.
“This month's close came down to the usual spreadsheet again.”
Investment and PE
Deal flow, diligence and portfolio on one record.
“We looked at this company two years ago — where is that work?”
Banks and lenders
Borrower statements standardised in minutes.
Solo consultants
One person working like a firm.
“Everything lives in my head; that is exactly what worries me.”
The three things always asked
We already have a CRM.
You probably do, and probably nobody updates it. Here the pipeline falls out of the work — out of feeds, notes and voice memos — rather than a form filled in separately. If your team genuinely keeps its current CRM current, you don't have the problem we solve.My team never enters anything.
Which is why the main input isn't a form. A note or a voice memo after a meeting produces the task and the history by itself.Does our data have to go to the cloud?
No. Self-hosting is a first-class option: the licence verifies offline, and the language model can sit inside your own network.
Try it with a real account
Import your contacts and see when Pulse brings back the first thing you had forgotten.