Pulse Feed

The Client Pulse Feed is a dynamic feature designed to give you a quick, at-a-glance overview of important client-related activities and alerts. It's an excellent way to stay informed about what matters most for your client relationships.

1. What is the Client Pulse Feed?

You can access the Pulse Feed by clicking 'Pulse' in the top navigation bar. While the Practice Activity Feed shows all activity across your business, the Client Pulse Feed specifically highlights client-centric information that requires your attention or provides a quick update on client status.

2. What Information Does the Pulse Feed Show?

The Pulse Feed is designed to surface key information without you having to dig for it. While the exact items can vary, you can typically expect to see:

• Client Alerts: Important notifications related to specific clients, such as upcoming birthdays or significant life events that have been logged.
• Pending Client Actions: Reminders for actions that need to be taken for specific clients, ensuring follow-ups are not missed.
• Recent Client Interactions: A summary of the latest engagements with individual clients, like a recently received SMS or a new note added to their profile.
• Review Status Updates: Quick insights into the review status of particular clients, helping you see who might need attention.

3. Why is the Client Pulse Feed Important?

Keeping an eye on your Client Pulse Feed offers several benefits:

• Proactive Client Management: Get ahead of client needs, whether it's sending a birthday message or following up on a pending item.
• Enhanced Client Relationships: Being aware of key client dates and recent interactions helps you maintain a personal and professional relationship.
• Quick Overview: Provides a rapid summary of critical client information without needing to navigate to individual client profiles.
• Efficiency: Helps you prioritise your daily tasks by highlighting client-related activities that may require immediate attention.

The Client Pulse Feed, alongside the Practice Activity Feed, empowers you with comprehensive oversight of both your firm's operations and individual client engagements.

Need More Help?

If you have any questions about the Client Pulse Feed or need assistance with any other feature in ClientManager CRM, please feel free to contact our support team. We're always happy to help!