Pulse
Your CRM stores state. Pulse understands change. It keeps a timeline for every account, watches for what moved, and raises a Revenue Event only when the combination matters.
Planet Express
$184,200 ARR / Renews in 47 days / Owned by Theo Marsh
Baseline established Six weeks of normal usage and cadence
Aug 4
Renewal opp stalls 31 days at Negotiation
Aug 26 / Salesforce
Hooli named on QBR Competitor mention
Sep 5 / Gong
Seats 61 to 38 Three-week decline
Sep 15 / Amplitude
Renewal at risk Corroborated by 4 sources
Sep 24
Routed to exec sponsor Call booked for Oct 2
Sep 25 / Slack
A Revenue Event is a transition in the commercial state of an account. It names what changed, how much revenue is involved, which sources agree, and what to do next. Confidence is stated as how many systems corroborate it, never as a made-up percentage.
Planet Express
Mid-market logistics
Renewal at risk: champion left, competitor in the room
Usage fell by a third in the same three weeks a competitor was named on a call and the champion changed companies. The renewal opp has not moved since.
CorroboratedExec sponsor call before Oct 3, then re-anchor on the new ops lead
Exec sponsorvia by Oct 3
Renewal opp unchanged 31 days at Negotiation
Salesforce / Opportunity history / Aug 26
“We are also looking at Hooli for this.”
Gong / Call recording, 23:14 / Sep 5
Weekly active seats 61 to 38 over three weeks
Amplitude / Weekly active users, dispatch workspace / Sep 15
Champion Dana Whitlock now VP Ops at Mom's Friendly Delivery
LinkedIn / Profile change / Sep 24
Six states with a history, so you can see which one moved and when. Toggle to six weeks ago to see the baseline Pulse compares against.
Planet Express
$184,200 ARR / Renews in 47 days
Retention
At risk
changed 2d ago
Expansion
Closed
Relationship
Champion left
changed 2d ago
Competition
Active evaluation
changed 21d ago
Adoption
Declining
changed 11d ago
Deal momentum
Stalled
changed 31d ago
Signal quality
Every high-priority event is scored on two questions: was it useful, and did you already know. Pulse optimizes for the top-right quadrant and learns from the answers.
You already know it
Validates priority. Pulse logs it, does not page you.
Pulse surfaces this
Useful and non-obvious. The only thing that earns a Revenue Event.
Noise
Filtered before anyone sees it.
Interesting, not actionable
Kept in the timeline. Never an alert.
Already use UserGems, Trigify, Bombora, Common Room, or ZoomInfo? Feed those signals into Context. Pulse combines them with your first-party history and determines which events materially changed the account.
Inside the relationship
CRM
MarketingCallsChat
SupportProduct usage
Warehouse
Email
In-app
CS healthCRM, calls, email and calendar, product usage, support, billing, marketing engagement. What your systems already record.
Usage down a third + the champion changed jobs = renewal at risk
Outside the account
Job changes
Exec movesLeadership and job changes, hiring and layoffs, funding and M&A, news and filings, what your buyers post and engage with. What the world records.
Plug them in. They become inputs to Context, weighed against your first-party history instead of firing alerts on their own.
Pulse can source outside signals for you. Start with the essentials and add deeper coverage as your motion needs it.
Renewal at risk: champion left, competitor in the room
NewPlanet Express / $184,200 arr at risk / Sep 24
CorroboratedChampion changed: relationship reset in progress
Sterling Cooper / $96,500 arr, relationship reset / Sep 24
EarlyDeal slipping: new CFO, frozen budget, silent buyer
Stark Industries / $237,000 deal value / Sep 21
CorroboratedExpansion opening: usage and headroom both moved
Massive Dynamic / $128,400 expansion opening / Sep 23
LikelyRevenue Feed
A prioritized stream of material changes across the portfolio. Most changes never reach it.
Account Timeline
A persistent, evidence-backed record of what changed and when, from the baseline forward.
Ask Pulse
Natural-language investigation over precomputed Context and events, not a chatbot reasoning from scratch.
Routing and actions
Slack and CRM routing, task creation, approval gates, and hand-off to FDE-built agents.
Feedback loop
Useful? Non-obvious? Actionable? Those labels calibrate Pulse and feed your ROI reporting.
Salesforce or HubSpot first. Calls, product, support, billing, warehouse, and outside sources whenever you want them.
Connect a subset of accounts read-only. Pulse establishes the baseline, backfills what your systems kept, and reports the Revenue Events your team was not already working.
No commitment. If Pulse finds nothing you did not already know, we will say so.
