ConvoLink Pulse™
Customer Relationship Management

Unified Pipeline & Ticketing Platform

ConvoLink Pulse™ is a multi-tenant, AI-powered Customer Relationship Management and Ticketing platform designed for organizational scaling.

Built on a modern Backend-for-Frontend (BFF) pattern with custom SSO/OAuth authentication, Pulse unifies sales pipelines, support ticketing, and automated AI telephony into a single governed workspace.

Ecosystem Connectivity

Data Pods™ & AI Signals

Pulse feeds live customer signals—such as industry classification, active deal stages, and buyer personas—directly into ConvoLink KMS Data Pods™ and ConvoLink Studio.

This allows teams to dynamically tailor pitch scripts, generate contextual sales proposals, and ground AI responses with full customer history.

Intelligent Enterprise Capabilities

Unified sales execution, collaborative customer support, and Gemini-powered conversational intelligence.

Sales & Lead Management

Pipeline Velocity
  • Lead Tracking & Scoring: Automatically captures and scores leads, using "last activity" timestamps to ensure timely sales follow-ups.
  • Opportunity Pipeline: Tracks the complete sales lifecycle through customizable deal stages, capturing deal values, close dates, and associated accounts.
  • 360-Degree Customer View: Connects individual contacts to parent accounts, providing complete visibility into opportunities, history, and active tickets.

Intelligent Ticketing System

Service Operations
  • Support Ticket Lifecycle: Complete lifecycle tracking from New to Resolved, with customizable priority levels and sequential numbering.
  • SLA & Due-Date Tracking: Built-in slaDueAt tracking to strictly enforce contract response times and resolution windows.
  • Collaborative Threading: Internal private comments for team handoffs alongside customer-facing email and chat threads.

AI Intelligence & Automation

Powered by Google Gemini
  • Record Summarization: Uses Google Gemini to analyze lengthy ticket histories and call transcripts, generating concise summaries with next steps.
  • Suggested Agent Responses: Drafts empathetic, context-aware reply options for support agents based on historical conversation context.
  • Call Intelligence: Extracts actionable conversation insights and sentiment signals from telephony interactions.

AI Telephony & Campaigns

Voice Automation
  • Inbound & Outbound Calling: Voice AI agents handle inbound inquiries, routine ticket follow-ups, and proactive outreach.
  • Contact & Ticket Mapping: Calls are automatically transcribed, stored in call logs, and linked directly to parent accounts or tickets.
  • Outbound Campaigns: Deploy automated AI voice agents across targeted contact lists with real-time engagement tracking.

Enterprise Security & System Architecture

Engineered on a Backend-for-Frontend (BFF) architecture with complete tenant segregation.

Strict Tenant Isolation

Enforces database-level isolation using tenantId (mapped to OAuth orgId) across every table, creating segregated data silos between organizations.

Role-Based Access Control

Server-side middleware validates permissions on every request: ADMIN / MANAGER (full governance) and AGENT / SALES (streamlined operational views).

Secure Authentication

Dual-mode security supporting secure session-based cookies for web app users and signed Bearer tokens for external service-to-service API integrations.

Technology Foundation

Engineered for Performance

Core Stack: Built using React for dynamic client interfaces, Express (Node.js) for the Backend-for-Frontend layer, Drizzle ORM for type-safe queries, and PostgreSQL for relational data reliability.

Design System: Styled with Tailwind CSS, clean typography, and Framer Motion for fluid micro-interactions and smooth page transitions.

Cross-Platform Sync

ConvoLink Ecosystem Integration

KMS Data Pods™: Synchronizes customer contract milestones, technical manuals, and SOPs directly into support ticket contexts.

ConvoLink Studio: Bridges customer signals (deal stage, buyer role, company size) with generative pitch builders and tailored enterprise presentations.

Get In Touch

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