Talk. We'll handle the typing.
ClientPulse turns every conversation — intake, call, reminder — into structured data on the right client record.
See ClientPulse in 60 seconds
Ask anything — out loud
Tap the mic and ask about any ClientPulse feature. A real, natural voice answers back.
Tip: press Esc anytime to end the conversation.
Realtime dictation
Streams your voice as you speak. Works on virtually any cell phone, tablet, or desktop/laptop.
AI field extraction
Speak naturally; the AI pulls out first name, last name, phone, email, birthday, spouse, and coverage 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.
Call summarization
After a recorded call, you get clean call notes — key topics, dollar amounts, decisions, and follow-ups — in seconds.
Text-to-speech
Have notes read back to you, or generate voice messages right from the platform.
Personalized video email New · Platinum
Record a quick on-camera message from a client’s profile and embed a tappable thumbnail in the outbound email — your face, your voice, their inbox.
Record a personal video.Embed it right in your email.
Stop sounding like everyone else. Hit record from any client's profile, capture a 30‑second message in your own face and voice, and ClientPulse drops a tappable video thumbnail right inside the outbound email — no attachments, no upload links, no friction.
- Record on phone, tablet, or laptop
- Auto‑generated poster thumbnail
- Plays full‑screen on any device
- Higher open & reply rates, instantly
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.