CRM● Live
Clients Pulse
Stop losing clients between projects. Post-sale CRM for solos.
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2Launched May 2026
What is Clients Pulse?
ClientsPulse is the post-sale relationship engine for freelancers, consultants & small agencies. Smart timeline auto-built from BCC'd emails, AI-drafted follow-up nudges (human-approved), and one-click client portals with zero login. The chaos-stack killer.
What it solves
- Freelancers lose retainer clients to silence, not bad work — no engagement signal
- Manual check-ins get skipped when you're busy delivering, and clients quietly churn
- Status updates die in client inboxes — they feel ignored even when work is on track
- No single view of which clients you haven't touched in weeks across all engagements
How it works
- BCC client emails to a private address — every thread auto-logs to a client timeline
- Rule-based health score flags grey/red clients before they churn from silence
- AI drafts the next nudge in your voice; approve, edit, or skip with one click
- Send clients a one-click portal link — no login, they see progress and invoices
Key Features
Health Score — rule-based grey/red flags surface at-risk clients before they ghost you
Smart Client Timeline — every email/invoice and meeting auto-logged per client
AI-Drafted Nudges — Claude/Groq writes the follow-up in your voice; you approve or edit
One-Click Client Portal — share a signed link; clients see progress with zero login friction
Subscriptions + Invoicing — billing and operator→client invoices in one place
Integrations
Paddle — merchant-of-record subscriptions and billing (handles VAT/sales tax globally)Anthropic Claude — AI-drafted nudges in your tone of voiceResend — transactional email delivery with full SPF/DKIM/DMARC on dedicated IPPostmark Inbound — BCC any email thread; auto-logged to the client timelineClerk — secure operator authentication with Organizations for agency teams
Meet the Team
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