Frequently asked questions

ClientPulse is not a CRM and doesn’t replace one. CRMs (HubSpot, Salesforce, Pipedrive, Close) track deal stages and pipeline — pre-sale work. ClientPulse runs on top of your CRM and produces the retention layer the CRM doesn’t have.

That layer is: predictive churn scoring with a 60-day forward view, save playbooks for at-risk retainers, the automated monthly white-label client report, and the per-account-manager scorecard. Different category, different job. Most agencies keep HubSpot for pipeline and add ClientPulse for keeping the clients they’ve already won.

Honest framing first: this isn’t 100%-accuracy prediction. It’s correlation-driven early-warning. ClientPulse senses across HubSpot, Slack, Gmail/Outlook, calendars, Stripe, contracts (and when paired with ContentPulse, the campaign + engagement signal).

It scores per-client health with a 60-day forward view, and every score change shows you the exact signals that moved it — missed milestone in Asana, quiet inbox in HubSpot, late invoice in Stripe, declining meeting attendance. Median lead time is roughly 41 days before the cancellation email lands.

When a retainer goes amber or red, CP drafts the save playbook the same day: who to call, what to send, by when. The work you used to spend three weeks guessing at — drafted in one screen.

A single $5k/mo retainer that walks away with no warning is $60k/yr gone. Most 5–50 person agencies lose 1–3 retainers like this every year — usually silently, with no save playbook ready when the cancellation email lands.

ClientPulse is built to save 1–2 of those per quarter at $5–15k MRR each: $50–200k/yr in preserved revenue per agency. Starter is $99/mo ($1,188/yr) — one save pays for the product for two-plus years. The math closes itself for any agency running 10+ retainers.

We don’t claim every at-risk account gets saved. We do claim that having a save playbook drafted the day a retainer goes amber beats having nothing when the email lands three weeks later.

Three monthly plans: Starter $99 · Pro $299 · Agency $799. Annual billing gives you two months free on every tier. The Aurora Agency Suite — ContentPulse Agency + ClientPulse Agency bundled — is $999/mo (vs $1,398 stacked).

Each tier raises the number of clients you can track, the data retention window, the health-score refresh cadence, agency seats, and API/MCP access. Starter tracks 10 clients (with $10/client overage); Pro tracks 50 (same overage); Agency is unlimited with no overage. Full matrix on the pricing page.

Yes. Cancel from Settings → Billing → Manage subscription at any time (the Stripe billing portal opens in a new tab). You keep full access until the end of your current billing period — no prorated clawbacks, no exit fees, no long-term contract.

Annual subscribers who cancel keep access through the paid year. We do not auto-renew cancelled subscriptions.

We offer a 14-day refund window on first-time monthly subscriptions and a 30-day window on first-time annual subscriptions, no questions asked. Full policy at helloaurora.ai/refund.

Core OAuth-based connections: Google Calendar + Microsoft 365 Calendar (meeting cadence, attendee patterns), Gmail + Outlook (response latency, sentiment shifts, reply-rate decay), Zoom (recording cadence, attendance, transcripts when present), and Stripe (subscription status, MRR changes, churn signals).

File and document sources: OneDrive + SharePoint (Pro+, reuses the Outlook OAuth, reading only the connecting user’s own files) push agency file activity onto the per-client timeline. The Contracts and Documents tabs accept PDF uploads directly — signed contracts, proposals, SOWs, monthly reports.

E-signature: Dropbox Sign sends agreements from CP, DocuSign pulls signed envelopes into the vault (Agency tier). DocuSeal self-host on Suite for white-label e-sig against your own DocuSeal instance.

Plus content velocity from ContentPulse when both products are connected via the Aurora Suite — engagement events from each client’s published content feed CP’s health signals automatically.

All read connections are read-only. CP never sends emails, books meetings, or modifies billing on your behalf. Dropbox Sign is the only outbound write path (sending signature requests), and only when you trigger it.

CP rolls every signal it sees per client into a 0–100 health score across five dimensions: communication frequency, communication sentiment, meeting cadence, commercial signals (Stripe), and content velocity (ContentPulse engagement when connected).

The scoring isn’t a black box — every score change shows the underlying signals that moved it, with timestamps and the raw data that caused the swing. You can mark a signal as “not applicable” and it stops weighing into the score for that client.

Starter refreshes daily, Pro hourly, Agency in real-time as signals arrive.

Every Monday morning at 6 a.m. local time, you get the Monday Brief — a one-screen email + dashboard view of every client ranked by urgency, with three things spelled out for each: what changed since last week, what that probably means, and what action to take.

The Action Proposal Engine (APE) turns the “what to take” into one-click action items: send this follow-up, book this check-in, escalate this conversation. Each proposal is ranked by urgency and impact; you accept it (it becomes a tracked action item), edit it, or dismiss it.

The Brief is also where Suite-connected agencies see the cross-product picture: CP signals × ContentPulse engagement × content velocity in one place.

Yes. Drop signed PDFs into the Contracts tab on the client. The agent extracts contract dates, scope, and monthly fee automatically.

Renewal alerts fire on notice_period + buffer days before the contract ends. The Health Score moves when a renewal is at risk, so it shows up on the Monday Brief rather than the day before it expires. Starter and above.

Contracts is just the signed agreements — MSAs, retainer agreements, SOWs that are actually executed. Renewal alerts and Health Score modifiers fire from here.

Documents is everything else — proposals, draft SOWs, kickoff decks, monthly retainer reports, screenshots, anything you want the agent to be able to cite. Same vault, broader surface. Pro+ tier.

Yes, on the Agency tier. Connect Dropbox Sign and you can send agreements from the client view — the signed PDF lands back in the vault automatically.

Already on DocuSign? Connect it the same way and signed envelopes flow into the vault as new contracts. Both work side by side, you don’t need to switch tools.

Suite tier additionally supports DocuSeal self-host — white-label e-sig pointing at your own DocuSeal instance, for regulated verticals (legal-tech, healthcare, financial services).

Yes. Every uploaded PDF is parsed, chunked, and indexed for semantic search. Ask Aurora “what does Acme’s MSA say about termination?” and you get the answer with the PDF, the page range, and the exact paragraph.

PDF full-text search is on Pro+ tier and powers Aurora chat citations across both the Contracts and Documents tabs.

Uploaded PDFs and documents live in EU Frankfurt (Supabase Storage), encrypted at rest. OneDrive and SharePoint files stay on your Microsoft 365 tenant — we index activity and content for search via the existing Outlook OAuth, reading only the connecting user’s own files with the Files.Read scope. We never copy files out of your Microsoft drives.

GDPR compliant. The Q3 2026 self-hosted version is for regulated industries that can’t ship client files to a third-party cloud at all.

Starter: daily at 5 a.m. UTC. Pro: hourly. Agency: real-time — webhooks from connected providers trigger an immediate recompute for the affected client.

Data retention follows the same tier ladder: 90 days on Starter, 12 months on Pro, 36 months on Agency. Beyond those windows, raw signals are aggregated into rollups so historical trends survive while raw records expire (per GDPR data-minimization).

All data is stored in the EU (Frankfurt, Germany) on Supabase infrastructure. OAuth tokens are encrypted at rest with AES-256-GCM; signals, scores, and Brief content live in an EU Postgres database. Both are tenant-isolated via row-level security.

Brief generation and APE proposals are produced via the Anthropic Claude API under their commercial terms — which contractually prohibit using customer inputs to train their models. Your client data is never used to train any AI model. It is never shared with other ClientPulse users, and never sold.

Right-to-erasure (GDPR Art. 17) is one click in Settings → Account → Delete account. Full details in our Privacy Policy and DPA.

No. ClientPulse is globally accessible. EU visitors see a non-blocking notice on the landing page about the EU AI Act (enforcement begins August 2, 2026) and can choose to opt into a launch waitlist or proceed with normal signup.

Aurora’s posture is global by default, exclude per regulator. Today only the EU-27 carries enforcement-eligible AI regulation that affects our product class (per our Apr 30 launch-jurisdiction scan covering UAE, Singapore, KSA, Indonesia, Hong Kong, Malaysia, Israel, Mexico, Brazil, and South Africa — all cleared as no-op for pre-launch).

See our Model Card for the full risk classification across EU AI Act Art. 50, the California AI Transparency Act, the Colorado AI Act, GDPR, and UK GDPR.

ClientPulse is currently in pre-launch. The pricing page shows real tiers, but Stripe is in test mode — no real card is charged.

We flip to live mode when our German UG entity registration (HRB) clears, expected mid-May 2026. Existing test-mode signups carry forward; you’ll be invited to re-confirm your tier on a live Stripe price before any charge is made.