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Nobody decides to abandon a client.

Something more urgent comes up. Then something else.

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An absence is not an event

Any CRM can tell you what was done. Almost none tell you what wasn't — because not-doing is not something anyone enters. A call gets logged; the call that never happened leaves no trace at all.

That is why accounts go quiet without anyone being careless. Silence has no shape, and attention attaches to shape. The only way a silence gets noticed is if something is obliged to raise it.

Pulse

The thing that comes back by itself

Pulse brings engagements back to your attention on a rhythm — and writes on the card why it came back: forty-two days of silence, a stage that has stopped moving, an indicator past its threshold.

It ranks per person rather than producing one shared list everybody looks at and nobody owns. From the card itself you can leave a note or ask to be reminded later.

  • The reason it resurfaced is written on the card
  • Ranked separately for each person
  • Uncapped on the free plan — running it costs us nothing
Pulse

42 days since anyone recorded anything

Kavir Steel

FP&A retainerLead: Sara Mohammadi

Stage 4 of 9 — Fieldwork

Leave a noteWatchRemind me later

To make it real

What this actually needs from you

Pulse is useless with nothing to look at. Three conditions, and no more:

  • Your contacts are in the system — importing them from a spreadsheet is a one-time job
  • A short note after each call, typed or spoken
  • That's it. The rest is the system's job

Two fair questions

  • Won't this become another notification queue we ignore?
    It can, and if it does we have failed. That is why it ranks per person, why the reason is written on the card, and why “remind me later” serves once and then clears — rather than the same card returning every day until it is furniture.
  • We only have twenty clients; we know all of them.
    Probably true. This page is for when there are thirty, or when a second person joins the team — because that is the moment your memory stops being the organisation's memory.

Try it on your real contacts

Import them and see which account Pulse brings back first. It is usually the one that was already nagging at you.

No card. Pulse is uncapped on the free plan.