ClientPulse for Consulting
Advisory firms, independent consultants and professional services
CRM, engagements, project delivery, finance and outreach intelligence.
- • CRM & pipelines
- • Engagement delivery & finance
- • Evidence-backed outreach
Welcome to ClientPulse
Choose the system built for you.
3 purpose-built systems. Each has its own workspace, pricing and free trial. Choose the one built for you.
Introducing Active Intelligence™
A New Way to Put AI to Work
Understand. Remember. Participate. Execute. Grow.
Beyond Ask → Answer → Done: a new approach to intelligence designed around governed relationships that become more valuable over time.
Explore Active IntelligenceClientPulse for Insurance
Agencies, producers and benefits advisors
Households, policies, renewals, producer pipelines and agency dashboards.
- • Households & policies
- • Renewal tracking
- • Producer dashboards
MyFamilyPulse
Families and individuals
Automatic birthday and anniversary greetings for the people you love.
- • Birthday & anniversary reminders
- • Automatic greetings
- • Family photo wall
Not sure which one? Talk to us or request a demo.