In most firms the real client record lives in one employee's head and inbox. Pupul keeps it in the client's own profile, shared with your firm by consent, so a resignation or a handover never resets the relationship to zero.
Nothing here is a promise. Read the public revocation list or run the live revoke demo yourself.
The invoice never says it, but every departure and every handover bills the client in repeated questions, and bills you in trust.
A consultant resigns and the client's history goes with them: what was promised, what was tried, what the client cannot stand. The next person starts over, and the client feels it immediately.
Moving an account means weeks of re-learning what the firm already knew once. Some clients walk rather than repeat themselves again.
Half in a CRM, half in email, half in someone's notebook. Nobody can say what the firm actually knows about a client, or prove when it learned it.
One continuous profile per client, granted to your firm by the client, read by everyone they approve.
Each client keeps a single profile and grants your firm access. Everyone the client approves reads the same current picture.
A new advisor opens the client's profile and starts caught up: the history, the decisions, and the notes colleagues added along the way.
Because the record never lived in one person's memory, a departure does not take the client's history with it.
Entries are dated the moment they are added and can never be edited or backdated. When a dispute comes up, the record is simply there.
The client sees who at your firm can read their profile and can change that anytime. That transparency wins pitches; it does not lose them.
No per-seat math. Add advisors as you grow without renegotiating anything.
One sign in covers everything here, and the client's controls never move: they can revoke your firm's access, or delete their profile entirely, at any moment, and both stay visible. A firm that treats clients well has nothing to fear from that switch, and it is what gives a client a reason to share in the first place.
Plain numbers, no sales call. Revoke and delete are free forever, on every plan, for everyone.
Flat price, no per-seat fees, no contract. Cancel anytime and every client keeps their own profile intact.
Open the firm roomOpen the firm room and put every client relationship on a record that survives your org chart. $99 monthly, flat.