MeryttSalesLeads, emails, CRM
- New enquiries+3
- Follow-ups sent+5
- Meetings booked+2
Pulse
The AI inside every engine we build.
Pulse is our own AI. We built it to run our company first. Now it works inside the engines we build for you: sales, operations and finance. We run it for you every month, and nobody on your side has to log in.
Inside each engine.
AI does the research, the drafting and the follow-up. Your team keeps the relationships and the decisions, and you choose what it may send on its own.
01 · The sales engine
Every lead found, followed up and remembered.
Finds and researches the right leads, qualifies them, writes the follow-ups and keeps your records current, so nothing gets missed.
FindFinds and researches the right leads.
- Doyle & CoResearching
- Northstar CoGathering info
- Riverside GroupAdded to pipeline
QualifyChecks fit and prioritises.
- Doyle & CoGood fitQualified
- Northstar CoGood fitQualified
- Riverside GroupNot a fitClosed
PrepareWrites personalised follow-ups.
- Doyle & CoFollow-up drafted
- Northstar CoFollow-up drafted
- Oak & PineIn nurture
ReadyKeeps track, so nothing is missed.
- Doyle & CoReady to sendReady
- Northstar CoReady to sendReady
- Harper & CoFollow up in 3 days
Your teamYou keep the relationships and the deals.
- JSDoyle & CoSpeak to James
- LHNorthstar CoCall Laura
- MDHarper & CoFollow up next week
The engine works hereResearch · qualify · prepare · remember
You take over hereRelationship · conversation · decisions
02 · The operations engine
The work moving without you pushing it.
Your way of working, written down and built in. Every job started the same way, a morning chase on what is slipping, and a weekly digest.
Job inCaptured, typed once and set up.
- Job 2038New enquiry
- Job 2039Quote approved
- Job 2040Repeat client
AssignedRight person, right steps, same process.
- DLJob 2038Assigned to Dan
- SMJob 2039Assigned to Sarah
- APJob 2040Assigned to Alex
Work movingProgress tracked automatically.
- Job 2038In progressOn track
- Job 20392 days behindBehind
- Job 2040In progressOn track
If slippingIt is flagged, and a chase is prepared.
- Job 2038All good
- Job 2039Morning chase readyFlagged
- Job 2040All good
Weekly digestA clear update, from your own methods.
- Job 2038IncludedIn
- Job 2039IncludedIn
- Job 2040IncludedIn
Your teamYou keep the judgement calls.
- DLJob 2038Review and approve
- SMJob 2039Decide next step
- APJob 2040Review update
The engine works hereWatch · organise · chase · summarise
You take over hereJudgement calls · decisions · prioritisation
03 · The finance engine
What is owed followed up, and the numbers clear.
Invoices are checked against the work done, what is owed is followed up on time, and your numbers are in one place every week.
Invoices inFrom your systems, email or uploads.
- Invoice 2041Doyle & Co€4,200
- Invoice 2042Northstar Co€1,850
- Invoice 2043Riverside Group€7,600
Check against workMatches each invoice to delivered work.
- Invoice 2041Work matchedMatched
- Invoice 2042Work matchedMatched
- Invoice 2043Needs reviewReview
Follow upOn time, using your agreed approach.
- Invoice 2041Payment receivedPaid
- Invoice 2042Sent under your ruleChased
- Invoice 2043Follow-up draftedOverdue
Weekly numbersA clear view, from your own data.
- Total invoiced
- €13,650
- Paid this week
- €8,900
- Outstanding
- €4,750
- Overdue
- €2,400
Your teamYou keep the say on every payment.
- JSInvoice 2041All good
- LHInvoice 2042Review response
- MDInvoice 2043Decide next step
The engine works hereCheck · reconcile · prepare · follow up · surface
You take over hereJudgement calls · decisions · payment choices
Your Roadmap says which engine to build first. If it finds a different need, we build that engine too.
Pulse knows how
your company works.
Your team never has to log into it. It is the AI inside every engine we build, and it learns your way of working.
It is how we get through the work. Some teams want to log in themselves: that is Your own Pulse.
OperationsJobs, schedules, updates
- Jobs moved forward+4
- Tasks completed+7
- Items slipping+1
FinanceInvoices, payments, terms
- Past terms+1
- Payments received+3
- Invoices matched+4
PulseWatching all engines
Needs you07:40
- Invoice 2041 · past its termsKitchen refit · Doyle & Co07:40
- Job 2038 moved to installBooked for Thursday07:12
- Supplier quote answeredFiled against the job06:58
- Proofs approved by the clientNext step started06:41
+ 12 other updates
Pulse quietly watches across sales, operations and finance.It spots what changed, what needs attention, and brings the right thing to you.
You stay in controlPulse brings it to you. You decide what happens next.
Illustrative example
Pulse looks at your real context
It pulls together the relevant information from your systems, jobs and communications.
The invoiceInvoice 2041 · Kitchen refit
- Amount
- €4,200
- Issued
- 12 Aug
- Status
- Written, not sent
The jobKitchen refit · Doyle & Co
- Job status
- Completed
- Completed
- 5 Aug
- Client terms
- 30 days
Your working methodFinance rules, written in your words
“An invoice that is written but not sent is not a debt.”
PulseConnects the dots
Why it flagged itInvoice 2041
- Invoice 2041 · written, not sentKitchen refit · Doyle & CoNeeds you
Because of a rule you wrote
“An invoice that is written but not sent is not a debt.”
Your way of workingFinance
Here is the context
- The invoice was created on 12 Aug.
- The job was completed on 5 Aug.
- Your finance rule says it is not a debt until it is sent.
Pulse explains its reasoning, using your actual data and your own rules.It shows you what changed and why it matters, in plain language.
You stay in controlYou decide what to do next, with the full context.
Illustrative example
Pulse prepares the work
It reads what came in, checks it against the job and your rule, and writes the reply.
The emailFrom Sam at Doyle & Co
- Subject
- Kitchen refit
- Received
- 08:02
- Asking
- When is the invoice coming?
The jobKitchen refit · Doyle & Co
- Job status
- Completed
- Completed
- 5 Aug
- Client terms
- 30 days
Your ruleWritten in your words
“When a job is done, the invoice goes out the same day.”
PulseDoes the work
Draft ready07:41
- ToSam, Doyle & Co
- SubjectInvoice 2041 for the kitchen refit
Written in your words
“Hi Sam, here is the invoice for the kitchen refit, as agreed on the quote. Any questions, just reply. Thanks, Jo”
Send as plannedEdit firstScheduleHold for review
Sends on its own: off
Pulse drafts, checks, follows up and prepares.The work is finished before you open it, in the way you would have written it.
You take over hereJudgement calls, decisions and prioritisation stay with your team.
Illustrative example
Pulse answers from the record
Anyone you authorise can ask, and the answer comes from what the business actually recorded.
The jobKitchen refit · Doyle & Co
- Quoted
- 12 Jun
- Agreed terms
- On signing
- Price basis
- Signed quote
The emailsWhat was actually agreed
- Thread
- Quote & terms
- Confirmed
- 14 Jun
- By
- Sam at Doyle & Co
The rulePricing, written in your words
“A client keeps the terms they signed on, until we agree new ones.”
PulseAnswers from the record
Asked by your teamAnyone you authorise
“Why did this client get a different price?”
What actually happened
- They are on the terms they signed on in June.
- The quote used those terms, as your pricing rule says.
- Sam confirmed them in writing on 14 June.
The jobThe emailsThe rule
Pulse retrieves, checks and explains.What comes back is what actually happened, not what somebody remembered.
You stay in controlYou decide who can ask, and what they can see.
Illustrative example
Pulse is the difference between a document and a system. One of them you have to remember to open. Pulse is how company knowledge stops being a folder and starts being something the business actually runs on.
Everything flows into Pulse.
Your email, your calendar, your files, your sheets and the tool you run jobs in. We connect Pulse to them as part of the build, so it works from what your business already records.
Your team keeps the tools it knows. Pulse works in the background, inside the engines we build.
- and more
PulseOur AI, connected to the tools you already use.
The results come to you. If your team wants to log in, it can.
FromEmailCalendarFilesJobs
- 01What needs you todayThe few things only you can decide3 for you
- 02Ask it anythingAnswers from your own recordAsk
- 03One register of clients and workEvery client, every job, one placeUp to date
- 04The follow-up queueDrafted, waiting for your yes5 drafts
- 05Finance, in one viewWhat is owed, and what came inThis week
Illustrative example
We run it for youPulse comes with running it. We set it up on what your business already records and we keep it running.
Nobody has to log inThe results come to you, in the tools your team already knows: the follow-ups, the week’s work, the numbers.
You choose what it sendsSome work goes on its own, some waits for a person. You decide which, and you can change it any time.
Your own Pulse
For a team that wants to log in themselves: to ask it questions, see the drafts and say yes from their own desk. Your own Pulse is a €5,000 build, then €1,500 a month, on top of the build and running it.
Every term, in the small printAbout Pulse.
Do I have to log in to Pulse?
No. We run Pulse for you every month, inside the engines we build. The results come to you in the tools you already use. Logging in is only for teams who choose Your own Pulse.
Will Pulse send anything without asking?
Only what you allow. You choose what it may send on its own, like a polite follow-up, and what waits for a person, like a quote or a reply to an unhappy client. You can change that at any time.
What does Pulse cost?
Pulse is part of running it, which is priced in your Roadmap. For a business of 10 to 50 staff that starts from €3,000 a month. Your own Pulse, for a team that wants to log in, is a €5,000 build plus €1,500 a month on top.
Who can ask Pulse a question?
Anyone you allow. They ask in plain words and get an answer from what your business actually recorded.
Is it another tool my team has to learn?
No. It reads the tools you already use. Your team keeps working the way it does now.
See what it would do for you.
Thirty minutes with a founder. Tell us where the work piles up.