Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly.
You’ll be able to keep things organized with our easy to use CRM (customer relationship management) system.
Track all of your communication history for your customers and prospects. Your email and text message communication, notes, tasks and appointments, etc. will be all stored in one place for quick reference.
Franchise Systems can take advantage of our full suite of franchise management features and completely integrated system that allows your franchisees to use the exact same platform. All of the data from your franchises will be available in your corporate application for real-time reporting.
Save countless hours each week with the robust marketing and workflow automation features that Pulse offers. This will help you streamline many of your marketing and administrative tasks that suck up tremendous amounts of your time. With Pulse, you’ll be able to automate these tasks to free up your schedule and allow you to focus on other important things that matter.
Convert more leads to paying customers with our email and text message marketing features and our customizable project boards which allow you to manage your sales pipeline efficiently.
Streamline your quoting and invoicing process and deliver professional looking quotes your customers.
Have a pulse on every part of your business with real-time reporting that will help you maximize your marketing strategies, sales efforts, and operations of your business.
With Pulse, your entire company will run much smoother!
About Insightly
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).
About Zendesk Sell
Zendesk Sell is a CRM and sales platform designed for sales teams and professionals, mainly in small and medium-sized enterprises. It provides its users with an all-in-one software, packed with features for capturing, organizing, and tracking leads.
Zendesk Sell empowers B2B and B2C salespeople to manage sales, follow leads, and engage customers. Users are able to generate leads from various sources, like web pages and marketing platforms. Zendesk Sell sales automation tool offers capacities for integrated channel management, resulting in sales improvement, and increasing revenue.
This platform also features analytics and reporting modules, sufficient for accurate quantification and performance measurement. Additional features include Base Voice, advanced sales insights, workflow automation, email integration, and mobility.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
CRM
Email Marketing
Text Message Marketing
Project Boards
Marketing & Workflow Automation
Real-Time Reporting
Quotes / Invoices & Quickbooks Integration
Tasks & Appointments
Custom Fields
Optional Module for Franchise Systems: Franchise Management Features
Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Summary
Complete with core sales tools.
Full visibility into current opportunities in your sales pipeline.
Insights to grow your business.
User-friendly and easy to navigate controls.
Track and sort email automatically.
Integrate with the popular online and social media tools.
Powerful and unified sales contact card.
Easy access to call records, emails and notes.
Syncing of communication exchanges in one file.
Fast integration of your email account to Zendesk Sell to track customer interactions.
Pricing
Team
$19.00
1 user(s) / month
Included in plan:
Customized Sales Pipeline
Basic Sales Tracking and Reporting
Full-Featured Mobile CRM
Professional
$39.00
1 user(s) / month
Included in plan:
Full Funnel Forecasting
Team Performance Analytics
Task Automation
Team Document Storage
Enterprise
$79.00
1 user(s) / month
Included in plan:
Predictive Sales Intelligence
Lead & Deal Scoring
Products & Price Book
Multiple Sales Pipelines
Role-Based Permissions
Elite
$159.00
1 user(s) / month
FAQs
Does this service integrate with any other apps?
Yes, Pulse integrates with a variety of other platforms and we can work with you to connect integrations to any applications we aren't already connected with.
Does this service offer an API?
Not at this time but it is in our future roadmap.
What platforms does this service support?
Pulse is a web based app that is mobile responsive. So it can be accessed anywhere with an internet connection on virtually any device.
What are some applications this service is commonly used in tandem with?
Quickbooks online, Calendly, and Google Calendar.
What is this service generally used for?
Help businesses stay organized, increase efficiency, and grow their business.
Does this service offer guides, tutorials and or customer support?
Yes we have a support platform with helpful video tutorials and customer support as well.
Does this service offer multi-user capability (e.g. teams)?
Yes, it does.
Who are the main user groups of this service?
Small to Mid Size Businesses and Franchise Systems.
FAQs
What are some applications this service is commonly used in tandem with?