How it Works

CLIENTpulse automates the tedious task of collecting ongoing feedback from your clients

Add Clients
Survey Clients
Review and take action
  1. 1. Simply add your clients

    Either upload your clients or manually enter them.

  2. 2. We survey and collect responses

    We create smart surveys, send reminders, and collect responses. Review insights in a clean and simple way.

  3. 3. You review and take action

    Sort and segment responses to easily spot trends and prioritize at-risk clients to reach out to.

Key Features and Benefits

Easily add clients
Import clients via CSV from popular services such as Salesforce or QuickBooks or add your clients manually.
Turnkey and custom questions
We take care of the wording and grammar to make sure questions are as objective as possible, or you can customize your own questions.
Clear benchmarks
Since questions are consistent, we’re able to provide benchmarks to highlight how you’re performing against others.
Streamlined reminders
No need to hunt and peck to see who didn't respond when it's time to send reminder emails. We automatically send reminders only to clients that haven’t responded one and two weeks later.
Mobile friendly
Both our surveys and our results dashboards are mobile friendly so they are easily accessible via phone, tablet or desktop.
Sort responses
Responses can be overwhelming unless you’re able to easily analyze them. We enable you to sort response by client happiness to prioritize actions.
Segment clients
You may have different segments of clients based on size (like Small, Medium, Large) or based on products (like TINYpulse and CLIENTpulse). We enable you to easily segment your clients and filter responses to quickly identify trends and opportunities.