Know where every deal stands.
Pulse keeps every deal up to date from your calls, emails and CRM, so you catch risks before they cost you the deal.
Every deal, company and contact, kept up to date.
A summary for every deal.
Hover any deal to see where it stands and what could stop it.
Risks flagged for you.
Pulse flags what could stall a deal, like a decision maker who hasn’t seen the proposal.
Next steps with owners.
See who agreed to do what on the last call or email.
Know the buying team.
See everyone on their side, their role in the decision and what they care about.
Every call and email in one place.
See each deal’s meetings, with their playbook scores, and its email threads by date.
Prep from any deal.
Open a meeting prep built from everything Pulse knows about the deal.
Every deal at a glance.
See every deal with an AI summary next to its stage, value and dates, kept up to date after each call and email.
Deals, companies and contacts
The same view for every company and contact, not only deals.
Latest activity first
The deals that changed most recently come first.
Filters for your pipeline
Show only your deals, hide won and lost deals or pick a pipeline.
Summary, risks and next steps for every deal.
Each deal page combines your CRM record with what was said on calls and in emails, and updates after every touchpoint.
Always up to date
Insights refresh in the background after every call and email.
Your CRM, next to the calls
Value, stage and close date come from your CRM, next to what the buyer actually said.
Evidence you can check
See how many calls, emails and linked deals each deal's insights come from.
Know who decides.
Pulse lists everyone on the buyer’s side with their role in the decision and what they care about, with the calls and emails it comes from.
Every call and email, in order.
See the deal’s meetings with their playbook scores and every email thread from the last 90 days. Prep for the next meeting from the same page.
Before you book a demo
What teams ask about Pulse, where its insights come from and how it works with their CRM.
What is Pulse?
A view of every deal, company and contact, kept up to date from your calls, emails and CRM. Each deal has an AI summary, its risks, its next steps and the people on the buying team.
Where does Pulse get its information?
From your recorded calls, the emails logged in your CRM and the CRM record itself: value, stage, close date and contacts. Each deal shows how many calls, emails and linked deals its insights come from.
How often is it updated?
After every call and email. Summaries, risks and next steps refresh in the background, and each one shows when it was last set.
How does Pulse know a deal is at risk?
It compares what was said with what the CRM says. Close dates that have passed, a decision maker who hasn't joined a call, open questions, overdue tasks and amounts that don't match the proposal all get flagged, next to the steps that would fix them.
Does it work for companies and contacts too?
Yes. Pulse has the same view for companies and contacts, so customer success and account teams can follow every account, not only open deals.
How does it know who is on the buying team?
From the calls and emails on the deal. Key Stakeholders lists each person with their role in the decision, such as champion, decision maker, influencer or user, what they care about and the calls and emails it comes from.
Can I prepare for a meeting from Pulse?
Yes. Every deal shows its next meeting with a Prep button, which opens Ask AI Coach with a meeting prep built from everything Pulse knows about the deal.
Does Pulse write to our CRM?
Pulse reads your CRM. To fill CRM fields from your calls, use CRM Auto-Update, which works with HubSpot and Salesforce.
How much does it cost?
Pulse is part of the AI Coach plan, at $55 per user per month, billed annually. The full breakdown →
Still have a question? Ask us on a demo
See every deal clearly.
Summaries, risks and next steps for every deal, kept up to date for you.