Pipeline, orders, reorders —captured by voice.
Dictate accounts on the road, log orders, and let AI summarize every follow-up call into clean notes attached to the right client.
New Order
Voice → AI extraction
Core Capabilities for Product Sales
All the features you need for efficient product sales client management.
Voice intake & AI extraction
Dictate a new client; AI fills name, contact, birthday, and key details.
AI call summaries
Record a meeting; ClientPulse turns it into clean bullet-point notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
One-click calling
The bridge rings you, then the client. Notes captured on the record.
Branded email & SMS
Send from your verified domain with your signature, photo, and credentials.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches.
Per-client documents
A secure cloud vault for every form, invoice, photo, or signed contract.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Automated reminders
Meeting reminder emails and birthday touches go out on their own.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
Specialized fields and panels
Beyond the basics, these dedicated data points are captured on every client profile.
Products / Orders
- Product name
- SKU / model #
- Quantity
- Unit price
- Order date
- Delivery date
- Reorder interest
Account Profile
- Buyer / decision-maker
- Shipping & billing addresses
- Payment terms
- Net account balance
- Account tier / discounts
Pipeline & Follow-up
- Stage (lead → close)
- Last contact date
- Next action
- Quote / proposal links
- Win/loss reason
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.