Services About Contact Book a Call

What We Automate

Every solution is custom-built for your specific workflow challenges. We take a consultative approach—no cookie-cutter templates.

🎯

AI Lead Generation

Never miss a lead again

📁

CRM Automation

Your workflow, automated

🧾

AR Automation

Get paid faster

🚀

Onboarding & Fulfillment

Scale without the chaos

🎯

AI Lead Generation

Stop losing leads to slow follow-up and manual processes. Our AI-powered lead generation system automatically identifies, qualifies, and nurtures prospects so your team can focus on closing deals.

  • Automated prospect identification from multiple data sources
  • AI-powered lead scoring and qualification
  • Personalized outreach sequences that adapt based on engagement
  • Real-time alerts when hot leads are ready to buy
  • CRM integration for seamless handoff to sales
  • Detailed analytics on lead source performance

Result: Never miss a qualified lead again

📁

CRM Automation

Your CRM should work for you, not the other way around. We build custom automation workflows that eliminate data entry, trigger follow-ups automatically, and give you visibility into your entire pipeline.

  • Custom pipeline stages designed for your sales process
  • Automated task creation and assignment
  • Smart follow-up sequences triggered by customer behavior
  • Integration with email, calendar, and communication tools
  • Automated data enrichment and deduplication
  • Custom reporting dashboards for sales insights

Result: Save 10+ hours/week on manual CRM tasks

🧾

AR Automation

Cash flow is king. Our accounts receivable automation ensures invoices go out on time, payment reminders are sent automatically, and reconciliation happens without manual effort.

  • Automated invoice generation and delivery
  • Smart payment reminder sequences
  • Multiple payment method integration
  • Automatic payment reconciliation
  • Aging reports and collection alerts
  • Integration with your accounting software

Result: Reduce DSO and improve cash flow

🚀

Onboarding & Fulfillment

Scale your operations without scaling your headaches. Automated onboarding and fulfillment workflows ensure every client gets a consistent, high-quality experience while freeing your team from repetitive tasks.

  • Automated welcome sequences and kickoff scheduling
  • Document collection and processing workflows
  • Task checklists with automatic assignments and reminders
  • Client portal for self-service access
  • Progress tracking and milestone notifications
  • Handoff automation between team members

Result: Onboard 3x more clients with the same team

The Platform Behind the Results

Purpose-built dashboards and AI workflows for every service

CRM Automation Dashboard
CRM Automation

Intelligent Pipeline Management

Your entire sales pipeline visualized and automated. AI handles the follow-ups while you focus on closing.

  • Drag-and-drop pipeline stages
  • Automated task creation
  • Smart deal predictions
Client Onboarding Workflow
Onboarding & Fulfillment

Automated Client Journeys

From contract signed to fully onboarded—every step automated, every client delighted.

  • Automated document collection
  • Progress tracking dashboards
  • Team handoff automation
AR Automation Dashboard
Accounts Receivable

Cash Flow on Autopilot

Invoices, reminders, and reconciliation—all automated so you get paid faster without chasing payments.

  • Auto-generated invoices
  • Smart payment reminders
  • Aging reports and alerts

Why Choose PulseForce.AI

What makes our approach different

Complete Automation Package

  • ✓ AI Lead Generation
  • ✓ CRM Automation
  • ✓ AR Automation
  • ✓ Onboarding & Fulfillment
  • ✓ 90-Day Implementation Framework
  • ✓ Ongoing Support & Optimization
Get Your Free Audit

No commitment required. See exactly what we can automate for you.

Let's Build Your Automation Stack

Book a free 30-minute audit and we'll identify the biggest opportunities to save time and scale your business.

Schedule Your Free Audit