Pulse

Know what matters. Do what matters. Win what matters.

Your CRM has the data. Pulse turns it into clear priorities, focused action, and better results.

Every day, Pulse shows sellers what deserves their attention, what they owe their customers, and which opportunities need action. For sales leaders, it reveals what's real in the pipeline, what's at risk, and where to focus before problems become missed numbers. No more digging through records, chasing updates, or discovering problems when it's too late.

Try the live demo

Get your Pulse See how Pulse works

Less busywork. More selling. Better outcomes.

A real Pulse page, a seller's Today view: promises owed to clients and the deals to move. Invented demo data.

Every company, person and figure here is invented. Your version uses your CRM.

Your sales team doesn't have an information problem. It has an execution problem.

Your CRM knows your accounts, opportunities, activities, and pipeline. Your email knows what you promised customers. Your calendar knows who you're meeting. Yet the basic questions remain surprisingly hard to answer.

What should I work on today?
What did I promise?
Which deals are actually moving?
What's putting our number at risk?
Where should I intervene?

So sellers start their mornings wondering what to work on, managers spend pipeline reviews figuring out what's real, and opportunities slip away because someone missed a follow-up or saw a warning sign too late.

The information exists. The problem is turning it into action.

That's what Pulse does.

Know what matters. Clarity for every seller. Confidence for every leader.

Stop searching for what's important. Start every day knowing.

Pulse brings together the information already scattered across your CRM, customer conversations, and sales activity. It identifies what needs attention, what has changed, and what matters most.

A real Pulse call sheet: who to call on open deals and at clear accounts, and why. Invented demo data.

For sellers

Open Pulse and know exactly where to focus. Which deals need action? Which customers are waiting? Which opportunities are slipping? What should happen next?

No more spending the first hour of the day figuring out how to spend the rest of it.

For sales leaders

Know what's actually happening across your pipeline. See which deals are progressing, which are stalling, and where the forecast is supported by evidence rather than optimism.

No more waiting for pipeline review to discover what's wrong.

Your day, already prioritized: Pulse organizes the day around what needs to happen, not around which CRM records were updated most recently.
A forecast grounded in reality: See which deals have evidence behind them and which need a closer look. Every assessment traces back to the underlying records.

The promise

Stop looking for answers. Start with them.

One Pulse. Two perspectives. Built for the people selling and the people leading.

For sellers	For sales leaders
Know exactly what to work on today	Know what's really happening in the pipeline
Never lose track of a customer commitment	Identify risks before they become misses
Catch stalled deals before they go cold	Forecast using evidence, not opinion
Get outreach ready without starting from scratch	Run pipeline reviews focused on action
Spend less time updating and searching	Coach using actual deal activity
Focus on moving opportunities forward	Build a more accountable, predictable team

Different responsibilities. One shared picture of what matters.

Pulse for sales leaders

Pick a team like yours.

Four invented companies, eight sellers each, built by the same code that builds yours. Pick a line of business and a view; these are the real pages.

Get this built for your team

Brightwater Automation, an industrial automation and equipment company: packaging and conveyor equipment, robotic cells, controls retrofits and service agreements.

A real Pulse page for Brightwater Automation: a seller's Today view. Invented demo data.

Real Pulse pages. Every company, person and figure is invented.

See the leader views Get this built for your team

Built with AI.
No AI writes your numbers.

Every figure on a Pulse page is computed by code from your CRM data. Before a page is published, a fact check traces every number back to the records it came from. Every sentence is generated from those numbers, so Pulse can't invent a deal, misquote an amount or guess at a close date. Your CRM stays the system of record. Pulse becomes your system of action.

If a figure doesn't trace, the page isn't built.

A real Pulse page: a figure's records opened in a drawer, listing every closed-won deal behind the number with its stage, amount and close date. Invented demo data.

Click any figure on a Pulse page and it opens the records it was counted from. Real page, invented data.

Read-only access to your CRM
Click any number to see its records

Private pages, shared only with your people
Works with your CRM, marketing and sales tools: anything with an API

Pulse reads your CRM.
Daybook reads everything else.

Most of a working day never reaches the CRM. Daybook reads your email, chat, calendar and meetings, and hands each person a one-page brief every morning. Add it to Pulse, or start with it on its own.

Meet Daybook

A real Daybook brief: today's meetings, what you owe, who is waiting on you and accounts in motion. Invented content.

Meet Daybook See a sample brief

Sixty days
from guesswork to proof

Week 1
Pipeline Truth Audit
A read-only pull. Your baseline number, by rep.
Weeks 1 to 2
Map and pilot
We map your CRM as it is today and build one seller's Pulse.
Weeks 3 to 4
Calibrate
Stall limits from your own won deals. You see the team view first.
Weeks 5 to 6
Full team live
Every seller has a page, rebuilt every weekday at 4am, refreshed hourly.
Day 60
Proof
Your number against its baseline, in a written report.

You	We
A 2-hour kickoff	Map your CRM, build and fact-check every page
Read-only CRM access	Run the daily build and fix anything that breaks
A weekly 15-minute look at the team view	Write the day-60 proof report
Run one forecast call from the team view	Onboard every rep in one 30-minute session

Terms pending final review

Proven by day 60, or we keep working for free.

At kickoff we agree on one number with you, for example the count of open deals with no next step, a stale close date or no recent activity, and record its baseline from your own CRM. If it hasn't hit the target we set together by day 60, we keep running Pulse at no charge until it does. If it still hasn't by day 90, we refund your setup fee.

Conditions: CRM access stays live, you look at the team view weekly, and your reps open their pages.

Start here

Pipeline Truth Audit

PricePrice pending

Credited in full to setup if you go ahead within 30 days.

Your stale-deal count, by rep
Slipped close dates and deals with no contact role
Three Pulse pages built from your own data
The baseline your day-60 number is measured against

Get a Pipeline Truth Audit

Request channel pending

Pulse for your team: a setup fee plus a monthly fee, based on team size. The monthly fee starts after the day-60 proof is accepted. Pricing pending

How it compares

	Pulse	Forecast platforms	A RevOps hire
Built for	Every rep and the leader	Mostly the manager	Usually the leader
Time to live	45 days, full team	8 to 16 weeks reported¹	3 to 6 months to hire and ramp
Your admin time	None	Ongoing RevOps hours	It's their whole job
Pricing	One service fee	Per seat, plus platform minimums	Salary plus tools
How numbers are made	Computed, and traced to your CRM	Often AI-scored	Spreadsheets and dashboards

Pulse

Built for: Every rep and the leader
Time to live: 45 days, full team
Your admin time: None
Pricing: One service fee
How numbers are made: Computed, and traced to your CRM

Forecast platforms

Built for: Mostly the manager
Time to live: 8 to 16 weeks reported¹
Your admin time: Ongoing RevOps hours
Pricing: Per seat, plus platform minimums
How numbers are made: Often AI-scored

A RevOps hire

Built for: Usually the leader
Time to live: 3 to 6 months to hire and ramp
Your admin time: It's their whole job
Pricing: Salary plus tools
How numbers are made: Spreadsheets and dashboards

Paid · 1 week

Pipeline Truth Audit

One read-only pull. Your stale-deal count by rep, and three Pulse pages built from your own data, in one week.

Get a Pipeline Truth Audit Free · 3 minutes

Stale Deal Scorecard

Ten questions, about three minutes. See where your pipeline health stands and what to fix first.

Take the scorecard

Questions

All security questions

Pulse reads your CRM read-only and computes everything in code. No language model writes your numbers. Pages are published privately on our AI platform, which does not train on business customers' data by default, and your security team gets a one-page data-flow sheet.