Simplify Processes with Dynamic Project Boards
Take control of your business processes with fully customizable project boards designed for sales, marketing, fulfillment, and customer success. Easily set up stages and statuses, trigger automated actions like emails and texts, and manage your workflows in an intuitive, Excel-style format. With dynamic project boards and seamless integration, these boards are your key to efficiency and growth.
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Why Do I Need Project Boards?
Project boards help you stay organized, streamline your workflows, and manage tasks with ease. Whether it’s tracking sales pipelines, managing customer success, or automating marketing tasks, project boards give you a clear overview of your progress. With customizable stages, automated triggers, and real-time updates, they save time, reduce errors, and ensure nothing falls through the cracks.

Stay on Track with Crystal-Clear Progress Views
Easily monitor every stage of your workflow with an intuitive, Excel-style format that provides instant clarity. Whether it’s sales, marketing, or customer success, you’ll have a clear overview of where every project stands, helping you make faster, smarter decisions and keep everything moving forward seamlessly.
Effortless Contact Management at Your Fingertips
Simplify your workflow by managing contact and pipeline details directly within your project boards. Update statuses, apply tags, and edit contact information in a spreadsheet-style view, reducing extra clicks. Stay organized, save time, and keep your sales and customer success efforts on track with seamless contact and sales pipeline management.


Smart Automation for Smarter Workflows
Simplify your workload with Pulse’s automation, from status changes to launching targeted actions like email campaigns, task creation, or nurturing sequences—all without lifting a finger. Turn your project boards into a hub of intelligent automation.
Instant Access to the Tools You Need
Boost your efficiency and simplify your workflow with Quick Links that put all your essential actions at your fingertips. Send emails and text messages, apply tags, create tasks, and access deals in just seconds—all from one centralized project board.

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Pulse Gives You Everything You Need to Succeed
Create text message nurture campaigns, send broadcast messages, or send single text messages.
All emails and text messages that are sent through Pulse are synced both ways (sent and inbox).
Easily create appointments and tasks to follow up with your leads or customers.
Use tags to segment your contacts and build highly customizable marketing lists.
Track all of your notes for your contacts and keep everything organized in one central location.
Build all of your forms for your website through Pulse, and you can also create internal forms.
Manage every detail of the permission that users have access to and what they can do inside Pulse.
Easily create custom fields to capture and organize specific data points and gain deeper insights.
Build Lead Pipeliens that allow you to manage your leads before they become a sales opportunity.
Manage your client projects more effciently with our client pipelines. Easily track all of your details and milestones.
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
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.
Yes, we offer a 14-day free trial so you can experience the power of Pulse before committing!
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.
No, we don't require any contracts when signing up for Pulse. You can cancel anytime without penalty.
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.
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.
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.
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.
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.
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.