PulseTec · Implementation
A controlled path from discovery to go-live
Pulse CRM is implemented with your operations and compliance teams — not as a generic software install. The steps below reflect how we typically run engagements.
Implementation process
Discovery and scope
Map advisers, modules, jurisdictions, and integration boundaries with your operations and compliance stakeholders.
Commercial alignment
Confirm adviser count, selected modules, migration scope, integrations, and support model before configuration begins.
Environment setup
Provision tenant, roles, and baseline reference data aligned to your firm structure.
Data migration planning
Define source systems, cutover approach, and validation checkpoints for client and revenue records.
Workflow configuration
Configure onboarding, compliance routing, document flows, and revenue processes to match your operating model.
Integration wiring
Connect custodians, insurers, messaging, and automation where required — with clear ownership of each boundary.
User acceptance
Adviser, ops, and compliance teams validate scenarios against real servicing and review workflows.
Go-live and hypercare
Controlled rollout with post-go-live support window and operational checkpoints.
Commercial model
Pricing depends on adviser count, selected modules, migration complexity, integrations, and support scope. We quote after discovery — not from a public price list.
- Licensed adviser and user count
- Modules: client records, workflows, compliance, documents, revenue
- Migration from existing CRM, spreadsheets, or legacy tools
- Integration scope (custodians, insurers, automation)
- Support and onboarding package