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The Only Agency CRM You’ll Ever Need to Scale Smarter

Pulse is the only agency CRM that makes multi-account management simple. Effortlessly onboard clients, share pre-built workflows and keep everything organized in one powerful platform designed to help your agency grow faster and smarter.

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Multi Account

Why Do I Need a Multi-Account Agency CRM?

Managing multiple client CRM accounts can be challenging, but a multi-account agency CRM simplifies it all. With centralized control, automated setups, and seamless resource sharing, you can streamline workflows, save time, and focus on scaling your agency while delivering tailored solutions for each client.

Let Me Show You How It Works …
Share Pre-built Campaigns with Your Clients

Share Pre-built Campaigns with Your Clients

With a click of a button, you can share your pre-built email campaigns, text message campaigns, or other automations with your clients.

Pulse also has real-time reporting for each of your clients so you can track the performance of their campaigns. This gives you the insight to optimize their campaigns and ensure they're getting maximum ROI.

Distribute Leads to Your Client's Account

You can distribute leads to each of your client's CRMs with ease. There are multiple ways that you can streamline this process with Pulse:

  • Distribute Leads via Account Round Robin
  • Distribute Leads by Mass Assigning Them to an Account
  • Distribute Leads Automatically Based on Zip Code, State, Etc

Pulse offers flexibility for every scenario and makes your lead distribution efforts completely streamlined.

Distribute Leads to Your Client's Account
Share Sales Pipelines and Track Performance

Share Sales Pipelines and Track Performance

Automatically have leads loaded into their sales pipeline and track the progress of each lead. Every time there’s an activity (call, email, demo request) that happens, it's tracked and can be seen in real time by you or your client.

If you ever need to make changes to a pipeline, you can do so under your corporate account, and all of your client's accounts will be automatically updated.

Share Email Templates or Other Assets with Ease

You can easily share email templates, text message templates, or even note templates with your clients as well. This saves them the time and energy of having to set them up on their own. It also saves you time from having to manage the templates for each of your client's accounts separately.

Share Email Templates or Other Assets with Ease
Real-Time Reporting for All Client Accounts

Real-Time Reporting for All Client Accounts

You'll be able to keep an eye on all of your import KPIs for your account and all of your client's accounts in real-time. We provide detailed data visualizations of all key performance metrics so you can easily spot trends and identify areas where improvements must be made.

Unleash the Awesomeness of Pulse – Try It Free Today!

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No Contracts • Cancel Anytime

#1 Choice by Small Business Owners and Franchise Systems

Top-Rated on All Major Review Platforms: Earning 5-Star Trust

Discover why our customers consistently give us 5-star ratings on the most prominent software review platforms.

Pulse Gives You Everything You Need to Succeed

Unleash Your Potential with Pulse's All-Inclusive Solutions!
Text Message Marketing

Create text message nurture campaigns, send broadcast messages, or send single text messages.

Two-Way Email & Text Message Sync

All emails and text messages that are sent through Pulse are synced both ways (sent and inbox).

Appointments and Tasks

Easily create appointments and tasks to follow up with your leads or customers.

Tags

Use tags to segment your contacts and build highly customizable marketing lists.

Notes

Track all of your notes for your contacts and keep everything organized in one central location.

Form Builder

Build all of your forms for your website through Pulse, and you can also create internal forms.

Permission Control

Manage every detail of the permission that users have access to and what they can do inside Pulse.

Custom Fields

Easily create custom fields to capture and organize specific data points and gain deeper insights.

Lead Pipelines

Build Lead Pipeliens that allow you to manage your leads before they become a sales opportunity.

Client Pipelines

Manage your client projects more effciently with our client pipelines. Easily track all of your details and milestones.

Zapier & API Integration

Pulse offers seamless integrations with Zapier, Make & via API, granting you access to thousands of applications.

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Join businesses worldwide that are actively using Pulse to revolutionize their operations, drive exponential growth, and stay ahead in today's competitive market!

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Frequently Asked Questions

What is Pulse?

Pulse is a CRM, sales, and marketing automation platform built for small businesses. We help you manage your leads, contacts, and campaigns all in one place.

Can I try Pulse for free?

Yes, we offer a 14-day free trial so you can experience the power of Pulse before committing!

What does Pulse cost?

Plans start at just $49 per month and scale up from there. We also offer discounts for prepaying annually. You can cancel anytime without penalty.

Do I need a contract?

No, we don't require any contracts when signing up for Pulse. You can cancel anytime without penalty.

Is Pulse easy to use?

Absolutely! Our platform is designed to be user-friendly and intuitive, so you don't need any technical experience to get started. We also provide helpful tutorials and resources in our support center if you get stuck.

Does Pulse integrate with any other software platforms?

Yes, we have a number of native integrations, and you can also integrate with Zapier which allows you to connect with over 5,000 applications.

Does Pulse have an API?

Yes, Pulse has an API that can be used to create custom integrations. We also offer API documentation for developers to help you get it set up.

Do I have to pay for updates?

Absolutely not! All updates are free, and you'll be notified when they're available so you can take advantage of the latest features. Plus, our support team is always available to help answer any questions you have about the updates.

Do I need to install anything?

No! Pulse is a cloud-based platform, so you can access it from any device that has an internet connection. You don't need to install or download anything. Plus, all of your data will be securely backed up in the cloud.

Do you have an affiliate program?

Yes, we do! We offer an affiliate program to help you earn money by referring customers to Pulse. You can sign up for our affiliate program at partners.thepulsespot.com

Still have questions in mind? Reach out us today and our experts here at Pulse Technology are here to help guide you through.