Getting Started

From noise to intelligence
in under 5 minutes.

CustomerPulse is designed to start delivering value fast. Here's everything you need to know to get up and running.

1

Create your account

Sign up with your email or Google account. No credit card required. You'll be asked to name your workspace — this is where your team's intelligence lives.

  • Free plan includes all features with 200 rolling feedback items
  • Invite team members anytime from Settings
2

Connect your first source

Connect one or more of your customer touchpoints. Each integration takes about 2 minutes to set up with OAuth — no engineering work required.

  • Connects to your support tools, CRMs, call recorders, and billing platforms
  • You can also upload a CSV for bulk imports from any tool
  • Historical data is synced automatically on first connect
3

Configure your trackers

Trackers tell CustomerPulse what to look for in your feedback. Built-in trackers cover the essentials — complaints, feature requests, churn risk, competitor mentions, and more.

  • All built-in trackers are active by default
  • Create custom trackers with natural language prompts for anything specific to your business
  • Trackers can be adjusted anytime as your needs evolve
4

Watch intelligence form

As feedback flows in, CustomerPulse extracts insights and clusters them into signals. Signals are priority-ranked so you always know what's most important.

  • New feedback is processed in real-time
  • Signals strengthen as more evidence accumulates
  • Use the signal status pipeline to track what your team is acting on
5

Get your first Pulse report

Pulse reports are generated weekly — your first one arrives within a week of connecting a source. In the meantime, signals and insights start forming immediately as feedback is processed.

  • Signals are available in real-time as feedback flows in
  • Weekly reports are sent via email and shareable via link or PDF
  • Use AI chat anytime to ask questions about your customer data

Tips for getting the most out of CustomerPulse

Connect multiple sources

The more feedback CustomerPulse can see, the stronger your signals become. Connect every customer touchpoint you have.

Create custom trackers

Built-in trackers are a great start, but custom trackers let you track what's specific to your business — competitive intelligence, pricing feedback, or expansion signals.

Share Pulse reports

Forward weekly reports to your team or leadership. The more people who see customer intelligence, the more it shapes decisions.

Use AI chat

Ask CustomerPulse anything about your customers in natural language. “What are the top complaints this month?” “Which accounts mentioned competitors?”

Ready to get started?
Free forever. No credit card required.