ClientsPulse
Lightweight CRM for freelancers, consultants, and small agencies.
ClientsPulse is a post-sale CRM designed for freelancers, consultants, and small agencies to manage client relationships after the deal is closed. It consolidates client communications, invoices, approvals, and notes into a single auto-updating timeline, and uses AI to flag at-risk clients and draft follow-up emails for human review. Clients can access a zero-login portal via a single link for approvals, invoices, and file uploads.
Users BCC a unique address to auto-populate a client timeline, while an AI engine monitors relationship health scores and drafts nudge emails that the user reviews and sends in seconds.
Freelancers, consultants, and small agencies managing post-sale client relationships
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