Client
Account, contacts, sites, and history.
SERVICEPULSE
PSA software for MSP teams that need cleaner handoffs.
ServicePulse brings clients, tickets, time, sales, projects, agreements, billing, and AI-assisted context into one workspace so work does not disappear between tools.
OPERATING FLOW
One client record from first touch to invoice.
ServicePulse keeps the work tied together as it moves from sales to delivery to billing.
Opportunity
Track the sales motion and expected revenue.
Quote
Build scope and pricing from the same client context.
Sales Order
Turn an approved quote into the delivery handoff.
Project / Ticket
Fulfill project delivery, recurring agreement work, or service tickets on one record.
Time
Log billable and non-billable work with role, type, and record context.
Billing
Review billable work before it becomes an invoice.
AI-ASSISTED OPERATIONS
AI-assisted context helps the next person understand the work faster.
ServicePulse uses AI-assisted context on the records your team already works in. It helps summarize client, ticket, and project history; draft cleaner handoff notes; review recent activity; support search across the MSP workspace; and explain billing context before invoice review.
Where AI-assisted context helps
Client context
Summarize account history, open work, contacts, agreements, and recent activity.
Service desk
Help technicians understand ticket history, prior notes, client context, and recent activity to review.
Sales handoff
Turn opportunity and quote context into a cleaner delivery handoff.
Project visibility
Summarize project status, risks, open tasks, and recent updates.
Time and billing
Help finance understand the work behind billable entries before invoice review.
What AI does not replace
- Your team still owns the decision.
- Your workflow rules still control the process.
- AI-assisted operations support the record instead of becoming a separate workspace.
- Core PSA workflows continue to work without asking AI-assisted tools to make judgment calls.
Which Cognify Works product fits your MSP?
We want to replace or modernize our PSA.
Start with ServicePulse.
Use ServicePulse when you want one workspace for tickets, time, sales, projects, agreements, billing, portal access, and AI-assisted operations.
We already have a PSA, but our client portal is weak.
Start with TicketBridge.
Use TicketBridge when you want an AI-assisted customer portal and better request intake while keeping your current PSA.
We are not sure yet.
Talk to Cognify Works.
We can walk through your current PSA workflow and recommend whether ServicePulse, TicketBridge, or a phased approach makes more sense.
THE PROBLEM
MSP work breaks down when the handoff is unclear.
Work scattered across tools
Client context, tickets, quotes, projects, and billing notes often live in different systems.
Sales handoff gaps
Approved deals should not restart as email threads, spreadsheets, or “who owns this?” conversations.
Project visibility problems
Delivery status, milestones, and budget context get harder to see before billing.
Billing follow-up
Finance spends too much time reconstructing billable work from scattered notes and exports.
Too much tribal knowledge
The next person depends on whoever remembers what happened last.
CAPABILITIES
The records MSP teams work in every day.
Companies and contacts
Account details, sites, contacts, and client history on one record.
Opportunities and quotes
Pipeline, quote versions, and commercial context tied to the client.
Sales order handoff
What was sold stays visible before delivery work starts.
Tickets and service desk
Service work, assignments, notes, and status on the company record.
Projects and delivery
Milestones, tasks, budget, and fulfillment context in the PSA.
Agreements and recurring work
Coverage, terms, and recurring work references where time is logged.
Time entries and billing
Billable work, review queues, and invoice prep on shared context.
Search and activity history
Find records faster and see what changed without digging through email.
AI-assisted operations
Summaries, handoff notes, search support, and billing context on the record.
See how ServicePulse fits your MSP workflow.
Walk through the service, sales, delivery, agreement, time, billing, and AI-assisted workflows with the team behind the product.
Or email hello@cognifyworks.ai