The ONLY CRM to Manage Multiple Accounts with Ease
Are you a sales, marketing, or consulting agency looking to manage your client's CRM Accounts under one platform?
Pulse is the only CRM software where you can manage all of your client's accounts under one roof.
Pulse is the only CRM software where you can manage all of your client's accounts under one roof.
Your clients get access to their own CRM account that they can use for their business, and they pay their own subscription, but they get the extra benefit of getting shared resources (pre-built email campaigns, workflows, etc.) from your master account.
With Pulse, you don't need to manage each of your client's accounts independently. As soon as your client signs up, they automatically get all of your pre-built email campaigns, sales pipelines, etc., loaded into their account. So it's set up and ready to go without you having to do anything.
With Pulse, you don't need to manage each of your client's accounts independently. As soon as your client signs up, they automatically get all of your pre-built email campaigns, sales pipelines, etc., loaded into their account. So it's set up and ready to go without you having to do anything.
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.
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.
Give Pulse a Try for Free
Instantly get access to Pulse's powerful tools that help companies grow smarter and faster.
You'll also be teamed up with our world-class support to help you get started and support your business growth!
You'll also be teamed up with our world-class support to help you get started and support your business growth!
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.
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.
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.
Give Pulse a Try for Free
Instantly get access to Pulse's powerful tools that help companies grow smarter and faster.
You'll also be teamed up with our world-class support to help you get started and support your business growth!
You'll also be teamed up with our world-class support to help you get started and support your business growth!