Never miss a touchpoint — and let clients book themselves.
ClientPulse keeps your calendar in sync, gives every client a self-serve booking link, and puts your follow-ups on autopilot.
Built-in calendar
View meetings, follow-ups, and tasks right beside the client list.
Google Calendar 2-way sync
Events flow both directions — your client meetings live where you already work.
Self-booking link (5 / 15 / 30 min)
Share one public /book/your-name link. Clients pick a slot + state the meeting purpose. Google free/busy keeps you from being double-booked, you're emailed instantly, the event auto-creates, and the standard 24h + 30-min reminder protocol fires automatically. Decline unwanted bookings with one click — the requester gets a templated email with your reason and alternative ways to reach you.
Meeting reminders
Automated emails go out on schedule so clients show up prepared.
Birthday touches
Branded birthday notes send themselves — relationship maintenance with zero effort.
Beauty, Auto, Law, Insurance, Real Estate, Sales, and FamilyPulse — durations, capacity, named resources, and step-by-step flows for both customers and agents.
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.