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Stop Losing Coaching Leads in Spreadsheets—Get a Custom CRM Built FOR You

We don't just sell you software. We map your sales process, build your automations, and create training SOPs—so you can focus on closing deals, not learning tech.
Book Free 15-Min Strategy Session
Trusted by 200+ coaches 0% churn rate Setup in 2 weeks
Pulse CRM Dashboard showing sales pipeline
142%

Avg. Lead Increase

Built by a Top 1% Upwork CRM Expert—Trusted by Businesses Like Yours

Our founder Jason Case is ranked in the top 1% of 18 million+ Upwork freelancers for CRM automation. He's helped businesses streamline sales pipelines, automate marketing, and scale faster—now he's bringing that expertise directly to you.

$400K+

Client projects delivered

5.0

Rating across 100+ jobs

15+ Years

CRM consulting experience

Most CRMs Dump a Template on You and Call It "Setup"

Generic Templates That Don't Fit

HubSpot charges $2,400+ per module for a 'setup fee,' but all you get is a checklist and a cookie-cutter template. Your business isn't generic—why should your CRM be?

Months Learning, Zero Results

Your team wastes hours trying to figure out workflows, automations, and integrations. Meanwhile, leads are falling through the cracks and revenue is walking out the door.

Paying $1,600+/Month for Features You Don't Need

HubSpot Pro costs add up fast. Sales Hub, Marketing Hub, setup fees—you're paying for a Lamborghini when all you need is a reliable Toyota that actually works for YOUR process.

Pulse CRM: We Build It FOR You

No tech skills required. No generic templates. Just a CRM that actually fits the way you do business.

01

Book a Free Strategy Session

We walk through your current sales process, identify gaps, and map out exactly how Pulse will streamline your lead flow, follow-ups, and conversions.

02

We Build Everything FOR You

Our team sets up your sales pipelines, email/SMS automations, integrations, and custom workflows—tailored to YOUR business. No DIY tutorials.

03

We Train Your Team with Custom SOPs

We don't just hand you a login. We create step-by-step training videos and SOPs specific to YOUR process so your team adopts it fast.

What Clients Say About Working With Us

"So much functionality with only one tool! Highly recommend! You can likely eliminate one or more other products you are using to save even more money, let alone the huge efficiency gains."

— Pulse CRM Client

"Designed to build complex automations with easy tools anyone can learn to use. Its power is in its simplicity. It will help our company's processes run much more smoothly. It's an insane time-saver and ensures we keep everything on track."

— Pulse CRM Client

"Streamlined Automation with Stellar Support! Overall, the branded email templates and smooth client data storage and organization make Pulse a highly effective tool for our company. This level of efficiency and functionality is definitely something that would make me opt for it again, and I would undoubtedly recommend it to others."

— Pulse CRM Client

Save 80-90% vs HubSpot. Get MORE for Less.

FeatureHubSpot (Pro)Pulse CRM
Base Price

~$1,450/month

$49/month
Setup Fee

$2,400–$2,500 per module

~$2,000
2-Way SMS

Email Automation
Sales Pipelines
Custom Setup & Training
SOPs & Training Videos
Year 1 Total Cost

~$21,600+

~$588 + setup

Frequently Asked Questions

How long does setup take?

Most clients are fully live within 2 weeks. We handle everything—pipelines, automations, integrations, and training.

Do I need technical skills to use Pulse?

Nope. We build it FOR you and train your team with custom SOPs and videos. If you can use email, you can use Pulse.

What if I'm already using HubSpot or another CRM?

We'll migrate your data and rebuild your processes in Pulse. Most clients save 80-90% on costs after switching.

What's included in the setup fee?

We scope it based on your needs—sales pipelines, email/SMS automations, integrations, custom workflows, and team training. We'll quote you after the strategy session.

Can I try Pulse before committing?

Yes! Start a free trial or book a strategy session to see if it's the right fit.

Ready to Stop Losing Leads and Start Closing More Deals?

Book a free 15-minute strategy session. We'll walk through your sales process and show you exactly how Pulse can streamline your business.