Everything you need. Nothing you don't.
Pulse includes six core capabilities that cover the full lifecycle of your customer relationships—from first contact to final payment.
CRM & Pipeline
Track every lead from first contact to closed deal. Custom pipelines, stages, and automation rules. Never lose a lead again.
Communications Hub
Email, SMS, and call logging in one place. Every conversation attached to the right contact, automatically.
Scheduling
Book appointments, manage calendars, and send reminders. Integrated with your pipeline so nothing falls through.
Reporting & Dashboards
Real-time visibility into your business. Revenue, pipeline, team performance—all in customizable dashboards.
Automations
Set it and forget it. Automate follow-ups, task assignments, status updates, and notifications.
Invoicing & Payments
Create invoices, accept payments, and sync with QuickBooks. Get paid faster with online payment links.
From first contact to repeat customer.
Pulse handles the entire customer lifecycle so nothing falls through the cracks.
Capture
Leads come in from your website, phone, or referrals. Pulse captures everything in one place.
Nurture
Automated follow-ups, email sequences, and reminders keep leads warm without manual effort.
Close
Move deals through your pipeline. Create proposals, track conversations, and close faster.
Deliver
Schedule the work, communicate with your customer, and keep everyone on the same page.
Get Paid
Send invoices, accept online payments, and sync with your accounting software.
Grow
Dashboards show what's working. Double down on your best lead sources and team members.
Trusted by growing businesses everywhere
"Pulse replaced 5 different tools for us. Now everything is in one place—leads, appointments, invoices, and reports. Our team actually uses it."
"The reporting alone is worth it. I finally know which lead sources are actually converting and which reps are closing deals."
When your business evolves
Extend Pulse with optional add-ons
Most businesses run entirely on Pulse Core. If your workflows grow into new areas, add-ons are available.