SAASSaaSMulti-tenantAI Summarization
Pulse CRM
Client: Pulse Revenue Systems
A ground-up CRM rebuild with AI-assisted note-taking and real-time pipeline forecasting.
-65%
Data entry time
+31%
Forecast accuracy
The Challenge
Sales reps were spending more time logging activity than selling, and pipeline forecasts were consistently off.
Our Solution
We engineered a multi-tenant CRM with automatic call and email summarization, plus a forecasting model trained on historical deal data.
The Outcome
Reps recovered hours per week previously spent on manual entry, and leadership forecasts now track within 5% of actuals.
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