Finally, a CRM that speaks your language

Pulse CRM was built by insurance advisers—for insurance advisers.

Our CRM Software

Is more than a system. It’s a support tool that helps you run a compliant, efficient, and client-centred business—without burning out.

 It understands the pressure of compliance, the juggling act of servicing clients, and the constant need to find time for actual advising.

Used with confidence for over 10 years.

It’s time to…

Automate what slows you down. Free up hours each week with automation that actually makes sense. From onboarding to SOAs to renewal tracking, Pulse simplifies the tasks that eat your time—so you can focus on clients, not admin.

Stay confidently compliant

Designed specifically for the New Zealand insurance industry, Pulse keeps your workflows audit-ready. Built-in checks and documentation mean compliance becomes second nature—not a second job.

Keep clients for life

With smart communication tracking, timely follow-ups, and renewal insights, you’ll always know what’s next in every client relationship. Never lose track of the value you’ve already built.

Features That Do The Heavy Lifting

  • Statement of Advice Generation

  • Renewal & Income Tracking

  • Complaints Management

  • Team Collaboration Tools

  • Analytics & Reporting

  • Xero Integration

Learn More

Why Pulse CRM?

Alana Collinson

-Founder of Pulse CRM

Because it was built by someone who knows what this job actually involves.

After 20 years in the insurance industry, and 30+ years managing adviser teams, we couldn’t find a system that did it all—so we built one that does.

No bloated features you don’t need. Just everything that matters, in one place.

FAQs

  • Not at all. Pulse was built to work the way advisers already work—no jargon, no complicated setup. If you’re comfortable with basic admin tools like email or spreadsheets, you’ll find Pulse intuitive.

  • Most clients are up and running within one to four weeks. We offer simple onboarding options and can help you migrate key data if you're coming from another system.

  • Not at all. Pulse is designed to support solo advisers, growing firms, and full adviser/admin teams. The system flexes based on your size and workflow.

  • Yes. Compliance isn’t a bolt-on—it’s at the core of Pulse. From audit trails to SOAs and complaint management, Pulse helps you stay ready for review at any time.

  • Yes. Pulse tracks income from insurer payments, renewal timelines, and client status—all in one place. You can also generate reports to monitor performance and identify gaps.

  • We currently integrate with Xero for accounting, and we’re continuously expanding our ecosystem. If you have specific tools in mind, let us know—we may already have a workaround or integration in progress.

  • Yes. Data privacy and security are critical to us. All data is securely stored and managed with strict access controls in place. We’ll talk through security during your walkthrough if that’s a key concern.

What People Are Saying

  • Kyle Lewis

    This CRM System was clearly designed by an adviser for advisers. It works intuitively with us as we collect information, communicate with our clients, and ensure compliance is met. Having a unified, modern system that understands what we are trying to accomplish is a game changer. It allows us to input key information from multiple sources and collate it into clear, simple accurate communication and advice.

  • Kayne Henderson

    In many ways, this CRM is not just another database CRM, it is a comprehensive client management tool built by insurance people, for insurance people. Having tried a few CRM’s in recent years, some of which were built mainly for mortgage advisers, the level of detail required for insurance was often lacking. Not so with this system. Everything has been considered here from the Fact Find, automated SOA, underwriting management, compliance reporting, review emails etc. Having everything in one place is certainly a benefit to my business processes and I look forward to seeing the evolution of this product in the coming years.

  • Steve Freeman

    I’ve been around this industry longer than I care to admit and over that time we have used several CRM Systems.  Each system came with issues that made the use of each system unsustainable long term.   Changing from one system to another was expensive and time consuming.  It is very important that you have a system that it easy to use (especially for those like me with limited computer skills).

    About 10 years ago Financial Independence changed to the Pulse system which has proved to be invaluable in our business.   No fluff, no fuss, just a reliable system that is easy to use and understands how advisers work in the real world.

    You cannot look after your clients properly if you have an unreliable system or one that is difficult to use.  I believe that Pulse is a great system which I would recommend to all Advisers and their Admin teams.

Get started with PULSE CRM , today.

Not sure if it’s the right time?

That’s fair. A CRM change is a big move.
But if you're even slightly wondering whether you’re spending too much time on admin or worried your compliance processes wouldn’t hold up under scrutiny—then it might be worth a closer look.

Reach out for a chat and let us walk you through it.