Your entire client world,handled by voice.
Manage all your client interactions with your voice!ClientPulse is the modern hub for independent insurance agents and financial advisors.Dictate new client information — AI Summarized Calls — book, manage and sync all your appointments to your calendar — all within one application.
Voice Intake
Listening…
"New client Maria Gonzalez, phone 305-555-0142, birthday March 12th, looking at a whole-life policy around two hundred fifty thousand…"
Voice intake & AI extraction
Dictate new client info hands-free. AI fills name, contact, birthday, coverage interest, and more.
AI call summaries
Record a meeting; ClientPulse turns it into clean, professional bullet-point notes.
One-click calling
The bridge rings you, then the client. Notes captured directly on the record.
Branded email & SMS
Send from your own verified domain with auto-signed agent block, photo, and NPN.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches that send themselves.
Per-client documents
A secure cloud vault for every policy, illustration, and signed form.
Industry-aware profiles
Built-in panels for life, annuities, Medicare, and estate planning — not generic CRM fields.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
ClientPulse fits the way your industry works
All ClientPulse core features — plus fields, panels, and workflows tailored to your business.
Insurance & Financial
Life, annuities, Medicare, CDs, and investment tracking for independent agents and advisors.
Learn moreReal Estate
Voice-driven client management for residential and commercial agents — listings, offers, closings.
Learn moreProduct Sales
Pipeline, follow-ups, and AI call notes tuned for product sales reps and order tracking.
Learn moreAuto Repair
Customer + vehicle profiles, repair orders, declined-services follow-up, and shop workflow.
Learn moreBeauty / Nail Salon
Client profiles, formulas, preferences, loyalty, and no-show tracking for stylists and techs.
Learn moreReady to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.