Live · one core, every industry

Customer intelligence,
tuned to your world.

CustomerPulse captures any back-office or CRM, maps it into one canonical customer profile, and hands your team an AI brief with the next best action — relabelled automatically for B2B SaaS, Retail, Finance and beyond.

No setup — tick Use Sandbox at sign-in to explore any domain with seeded sample data.
customerpulse · finance · client 360
Cedar Point Fund CL-8803
⚠ Attrition risk
AUM
$1.2M
Commission
$8.4k
Engagement
36
Trades 30d
6
Commission trajectory
Trading volume
How it works

From raw back-office to decision — in seconds

A browser plugin or a simple HTTP API does the capturing. CustomerPulse does the thinking.

01

Capture anything

A point-and-click browser plugin scrapes any CRM or back-office page, or platforms push events straight to the ingestion API. Both map into the same canonical schema.

02

One canonical profile

Entity, value, activity, risk and tags — a single fixed shape. Your vertical config relabels it: ARR, GGR, AUM or LTV, all from the same core.

03

AI brief + next action

A vertical-tuned AI reads the pattern between the numbers, names the archetype, flags risk, and recommends one concrete next step for your team.

Verticals

Same engine. Your language.

Pick a domain at sign-in and every label, KPI, chart and the AI brain adapt. Here's how the one canonical field maps across three worlds.

B2B SaaS

Customer Success · CSM
recurring valueARR
primary spendLifetime Value
risk levelChurn Risk
units usedActive Seats
🛍

Retail / E-com

Shopper CRM · Account Mgr
recurring valueAvg Monthly Spend
primary spendLifetime Spend
risk levelChurn Risk
units usedOrders (90d)
📈

Finance / Trading

Brokerage CRM · RM
recurring valueAvg Monthly Volume
primary spendAssets Under Mgmt
risk levelAttrition Risk
units usedOpen Positions
Ingestion

Two ways in. One profile.

However your data arrives, it lands in the same canonical store — org-isolated and locked down.

🧩 Browser plugin

Works on any CRM/back-office. Point-and-click mapping learns your page's labels once, then captures the full profile in a click and opens it in CustomerPulse.

🔌 HTTP ingestion API

Platforms push identity, session and transaction events with a per-org API key. Kept light — only logins and payments. Row-level-security isolates every org.

Ready when you are

See it on your world

Open the app, pick your domain, and explore a live Sandbox with seeded data — no account data required.

Open CustomerPulse →