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CRM for services firms and B2B sales

You didn't lose the deal. It slipped your mind.

PulseUp is your team's memory, from the first meeting to the last deliverable.

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The Today screen on a phone: a greeting, the week's days, and the next meeting with Arya Foods.

Sound familiar?

  • “I thought you were following up”
  • “What did we promise last time?”
  • “Who sent that file?”
  • “Rezaei left — whose account is it?”
  • “Six months since we called this client”
  • “We answered this before”

The product itself

Four screens you open every day

  1. The pipeline on a phone: opportunities with their stage, a progress meter and the estimated fee.
    Pipeline

    Every opportunity, its stage and its fee

    • Each stage says what it expects
    • What was sent is on the record, with its date
    • A won opportunity becomes an engagement
    Opportunities
  2. The week's upcoming meetings on a phone, each with its time, client and participants.
    Meetings

    The meeting writes its own record

    • The client's name is recognised as it is said
    • Decisions and tasks reach the right page once you approve
    • Each person sees only the part they are entitled to
    Meetings
  3. Contacts on a phone: the organizations in the workspace, with their industry.
    Contacts

    Someone answers for every account

    • Every organisation has an account manager
    • Every contact has their own officers
    • A holding company sees its whole group
    Accounts
  4. Pulse review on a phone: one account, why it is in the queue, and Looks good, Needs action and Snooze.
    Pulse

    Pulse tells you which account needs you today

    • One queue, with the reason for each item
    • Looks good, needs action, or snooze, in one tap
    • An account that went quiet comes back by itself
    Weekly rhythm

PulseUp is a CRM that remembers the account for you

  • A meeting
  • A document
  • A conversation

PulseUp

The organisation's memory

  • Quiet accounts speak up
  • Answers, with their source
  • A funnel nobody has to fill in

On your phone

All of the work, in your pocket

  • The Today screen on a phone: a greeting, the week's days, and the next meeting with Arya Foods.

    Today

    Today's tasks and meetings

  • The pipeline on a phone: opportunities with their stage, a progress meter and the estimated fee.

    Pipeline

    Every opportunity at its stage

  • Pulse review on a phone: one account, why it is in the queue, and Looks good, Needs action and Snooze.

    Pulse review

    One at a time, one tap each

  • The week's upcoming meetings on a phone, each with its time, client and participants.

    Meetings

    The week ahead

  • Contacts on a phone: the organizations in the workspace, with their industry.

    Contacts

    People and organisations

Falsifiable

Five sentences you can test

  • The assistant answers only from what the asker is entitled to see.

  • Nothing is written without a human yes.

  • Every model call shows its cost before you press.

  • Stage history is only ever appended; it has no edit and no delete.

  • In our cloud, or entirely on your own servers, with no phone-home.

Who it's for

Work that takes months and passes through several hands

Teams of 5 to 50 where account knowledge lives in people's heads and WhatsApp threads.

The four things we always hear

  • We already have a CRM.
    And probably nobody updates it. Here the funnel is built from the day's work: the meeting, the note, the voice memo. If your team keeps its current CRM current, you don't have this problem.
  • My team never enters anything.
    Which is why the way in isn't a form. A short note or a voice memo after a meeting produces the task and the history by itself.
  • What is the difference between an opportunity and an engagement?
    An opportunity is work you are chasing; an engagement is work you have won. A won opportunity creates the engagement and stays as its history. Each has its own board and its own stages.
  • Does our data have to go to the cloud?
    No. You can run it on your own servers: an offline licence, nothing phones home, and the language model can sit inside your network.

Open your first opportunity

Import your contacts and see what each stage asks of you.

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