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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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Project Boards

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.

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Crystal-Clear Progress Views

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.

Effortless Contact Management
Smart Automation for Smarter Workflows

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.

Instant Access to the Tools

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#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.