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AI-native CRM,
built on conversations.

AI turns your notes into lasting customer knowledge.
Keep people, deals and next steps connected — without fields or pipelines to configure.

Request a demoSee how it works

Customer relationship management for your desktop.

PulseAI desktop: the conversation workspace, natural-language message box and customer navigation.
Play walkthrough

Customer memory that carries forward.

Every conversation
adds context.

Your next customer conversation should build on everything you already know. Turn scattered notes into lasting customer memory, stronger relationships and clearer opportunities.

Capture naturally, without CRM configuration. Describe a call or paste the note you already have. Get useful customer context without designing fields, objects or a pipeline.

Build lasting customer memory. Retain needs, preferences and commitments as conversations accumulate. Keep current knowledge connected to its original sources.

Maintain customer relationships. Remember what changed and what still matters. Pick up where the last conversation left off and follow through on commitments.

Uncover opportunities in what customers tell you. Bring expressed needs, proposed deals and open requests into view. See the blockers and next steps before you follow up.

Why choose PulseAI

The whole customer picture.

Lasting memory. Connected relationships.
Context for your next move.

PulseAI on your desktop · Sample data
Actual PulseAI desktop: A proposed June pilot, three key people and the work still open.
A proposed June pilot, three key people and the work still open.Company · Sample data
Actual PulseAI desktop: Prepare for the next call using context from several customer conversations.
Prepare for the next call using context from several customer conversations.Conversation · Sample data
Actual PulseAI desktop: Priya’s role, current communication preferences and the export walkthrough she needs.
Priya’s role, current communication preferences and the export walkthrough she needs.Client · Sample data
Actual PulseAI desktop: The original planning conversation, with owners, dates and the proposed pilot.
The original planning conversation, with owners, dates and the proposed pilot.Source · Sample data

A change of plan. The details carry forward.

Send a revised plan in ordinary language. PulseAI updates the walkthrough time while recognizing the details already retained.

Actual desktop messages · Sample data

Open full-size conversation
Real user message followed by the updated walkthrough time and duplicate-handling reply
Message and selected reply excerpts, stitched from desktop captures.
Read conversation text

You

Planning update from Priya at Northstar: the pilot moved from May to June. The current proposed start is 7 June 2027, for four weeks with 12 users across Sydney and Melbourne. Priya will provide three anonymized client handoff notes by 3 June 2027. Avery will nominate the pilot users by 4 June 2027 and draft the handoff checklist by 5 June 2027. Daniel's data-handling review is due 4 June 2027. Priya still needs the export walkthrough before the final go/no-go discussion on 5 June 2027. Pilot success means fewer missed client commitments and less time reconstructing context before calls; no numerical improvement has been measured. Priya has now confirmed the export walkthrough for 4 June 2027 at 2pm; the final go/no-go discussion remains on 5 June 2027.

PulseAI

1 superseded, 6 skipped. Nothing else was touched.

Filed Priya’s Northstar update and rescheduled the export walkthrough to 4 June 2027 at 2pm before go/no-go.

skipped: duplicate — "June pilot scope and start"

skipped: duplicate — "Priya’s handoff notes"

skipped: duplicate — "Avery’s two actions"

skipped: duplicate — "Daniel’s review"

skipped: duplicate — "5 June go/no-go"

skipped: duplicate — "Success criteria and no measured improvement"

Ask a follow-up. Get the context together.

Read the next question and its source-linked answer together: the company’s goal, the people involved, dated actions and approvals still outstanding.

Actual desktop messages · Sample data

Open full-size conversation
Real user message followed by the complete five-bullet answer with source citations
Message and selected reply excerpts, stitched from desktop captures.
Read conversation text

You

Read Northstar's company profile, needs, deals, tasks, decisions and risks, as well as Priya, Daniel Reed and Avery Chen's linked profiles and stakeholder files. Then prepare my next Northstar call in five concise bullets: company goal; people and decision roles; proposed pilot; next actions with owners and dates; unresolved approvals. Cite the supporting sources for each, distinguish facts from unknowns and keep it under 180 words.

PulseAI

Company goal — Fact: improve client handoffs and call preparation; success means fewer missed commitments and less context reconstruction. Unknown: no numerical improvement is measured. (NED-001, NED-002, DEC-001, DEC-002, RSK-004)

People — Fact: Priya is operations champion; Daniel Reed is Finance Director and budget approver; Avery Chen is Delivery Lead and pilot coordinator. (Priya, Daniel, Avery)

Pilot — Fact: proposed four-week, 12-user Sydney/Melbourne pilot starting 7 June 2027; stage is initial contact. (DEAL-003)

Next actions — Fact: Priya: three notes by 3 June; Avery: users by 4 June, checklist by 5 June; Daniel: review by 4 June; us: walkthrough 4 June, 2pm; go/no-go 5 June. (TSK-006, TSK-007, TSK-008, TSK-009, TSK-011, TSK-010)

Approvals — Fact: approval remains blocked by Daniel’s review and Priya’s export questions. Unknown: no other required approvals are recorded. (RSK-003)

Customer knowledge that stays useful.
From the first note to the next conversation.

Follow Maya, a service client, from the first note to a change of preference and the next conversation.

01 / Capture

Start with the conversation.

Just type a message, paste a note or describe a call. PulseAI handles the relevant workflow and retains useful customer context, without commands, field mapping or pipeline setup.

See capture in the tour
Two preferences. Added to customer memory.2 added
Appointment preference
Thursday afternoons
Product preference
Fragrance-free products
Real Capture input and saved reply excerpts: Confirm a new client when prompted. PulseAI creates Maya and retains both preferences in a Filed to memory receipt.

Input + saved result · Screenshot excerpts. Open original desktop capture

02 / Update

Keep up as your customers change.

Send the next message when something changes. Maya’s preferred time moves from Thursday afternoons to Friday after 4pm; her fragrance-free preference still applies.

See update in the tour
One preference changed. The other stays.1 superseded · 1 duplicate skipped
Previous time
Thursday afternoons
Current time
Friday after 4pm
Still remembered
Fragrance-free products
Real Update input and saved reply excerpts: Friday after 4pm becomes the current appointment preference. The fragrance-free preference stays in the customer’s memory.

Input + saved result · Screenshot excerpts. Open original desktop capture

03 / Recall

Pick up where you left off.

Ask in ordinary language. Bring current needs, preferences and earlier commitments back into view before you follow up.

See recall in the tour
Actual PulseAI Recall: A natural-language answer brings together the current appointment preference and product preference, with links into customer memory.
04 / Source

Go back to the original wording.

Follow a customer detail into Memory. Read the supporting note, understand where it came from and make your next decision with the context in view.

See source in the tour
Actual PulseAI Source: Memory opens the supporting original note in its file tree and reading pane.
Two preferences. Added to customer memory.2 added
Appointment preference
Thursday afternoons
Product preference
Fragrance-free products
Real Capture input and saved reply excerpts: Confirm a new client when prompted. PulseAI creates Maya and retains both preferences in a Filed to memory receipt.

Input + saved result · Screenshot excerpts. Open original desktop capture

CaptureActual desktop · Sample data
One preference changed. The other stays.1 superseded · 1 duplicate skipped
Previous time
Thursday afternoons
Current time
Friday after 4pm
Still remembered
Fragrance-free products
Real Update input and saved reply excerpts: Friday after 4pm becomes the current appointment preference. The fragrance-free preference stays in the customer’s memory.

Input + saved result · Screenshot excerpts. Open original desktop capture

UpdateActual desktop · Sample data
Actual PulseAI Recall: A natural-language answer brings together the current appointment preference and product preference, with links into customer memory.
RecallActual desktop · Sample data
Actual PulseAI Source: Memory opens the supporting original note in its file tree and reading pane.
SourceActual desktop · Sample data

For the relationships
your business runs on.

For owners and customer-facing teams in small to mid-market businesses. From individual clients to business accounts.

For owners and teams developing business relationships

Move the right opportunities forward.

Turn expressed customer needs into a clearer view of the deal, the people involved and what needs to happen next.Explore solution

For customer-facing owners, service teams and account managers

Keep the promise after the conversation.

Keep commitments, due dates and customer context together, so the next step is easier to see and follow through on.Explore solution

For service businesses and people who know their clients personally

Make the next visit feel remembered.

Carry preferences, changing needs and past commitments into the next interaction, without rebuilding the relationship from scattered notes.Explore solution

For owners and teams continuing complex customer relationships

Walk into the next conversation with context.

Bring the company’s goals, the people involved, previous commitments and unresolved questions together before your next customer call.Explore solution

A few things
worth knowing.

All your questions
What is PulseAI?

PulseAI is an AI-native desktop CRM built around conversations. Organize the customer information you provide, keep relationships and business context connected, and ask questions using the knowledge you have retained.

How does customer memory help my business?

Each note can add needs, preferences, decisions and commitments to customer memory. Bring them back together before a visit or call, understand what changed and see which needs or open requests deserve a follow-up. Maya shows relationship continuity; Northstar shows people, a proposed deal and dated next steps.

Why choose PulseAI for customer relationship management?

Choose a workflow where your words become the lasting customer record. Capture without designing fields or pipelines, see company, client and business views derived from retained knowledge, and inspect the source behind an answer. Your customer memory stays in readable local files; AI processing uses the selected provider as explained in Data & Privacy.

Lasting customer memory. Stronger relationships. Clearer next steps.

See PulseAI in your
customer workflow.

Bring a customer workflow you want to improve. See how PulseAI helps you retain what matters, prepare your next conversation and spot where to follow up.

Request a demo