Pulse lets professional firms collect invoices and retainers by text-to-pay, take payments over the phone, and bill recurring engagements — with staff never handling a client’s card number.
Chasing invoices and retainers ties up billable time.
Taking card details over the phone means staff keying numbers — a PCI risk.
Recurring engagements and payment plans are billed manually.
Send invoices with a secure pay link; clients tap to pay from their phone, no login required.
Collect retainers and deposits over the phone by keypad — staff never see or key the card.
Bill monthly retainers and payment plans automatically on a securely vaulted method.
A self-service page where clients view balances and pay, under your firm’s brand.
An AI text or voice agent follows up on outstanding invoices automatically, so you stop chasing.
Tokenized by a PCI DSS Level 1 processor — card data never touches your front desk or staff.
See pay-by-phone & text-to-pay, the payments product, or the PCI security model.
Pulse attaches a secure pay link to your invoice by text or email. The client taps it and pays on a tokenized page with no login, so invoices get paid in minutes instead of weeks.
Yes. Clients enter card details by keypad straight into the gateway; staff never see or key the number, keeping card data out of your PCI scope.
Yes. Monthly retainers and installment plans can be billed automatically on a securely vaulted method.
Payments run our PCI DSS Level 1 processor’s rails with tokenized vaulting, so raw card numbers never touch your staff or systems.
Pulse runs alongside the systems and phones you already use — text-to-pay links and the customer portal need no integration, and we’ll walk through anything deeper on a call.
Book a walkthrough and we’ll show text, phone, and portal payments on your setup.