Pulse CRM
Pulse CRM is a centralized CRM and operations platform built around the complete customer lifecycle.
About this product
The platform brings lead management, customer management, appointments, tasks, services, invoicing, activity tracking, notes, dashboards, and reporting into one system.
The core workflow connects the different stages of the customer journey — from capturing and qualifying a lead to converting them into a customer, scheduling appointments, managing services, and tracking invoices.
Pulse CRM is organized around a connected customer lifecycle rather than isolated modules.
A potential customer enters the system as a Lead, where teams can manage status, source, priority, tags, assignments, follow-ups, activities, and tasks.
Qualified leads can then be converted into Customers while maintaining their original lead relationship. Teams can schedule Appointments, manage internal Tasks, and track customer Services.
Services can be connected to Invoices, giving the team a connected workflow from customer acquisition through service delivery and billing.
Dashboard and reporting capabilities provide a centralized view of activity and business operations.