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Pulse Technology

our rating 4.5 out of 5 Stars

Pulse TechnologyProduct Overview

  1. About Pulse Technology
  2. Pros of Pulse Technology
  3. Cons of Pulse Technology
  4. Breakdown of core features

Pulse Technology product overview

Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly. Keep things organized with an easy to use customer relationship management (CRM) system. Track the communication history of your customers and prospects. Your emails, text messages, notes, tasks, and appointments are all stored in one place for quick reference.

Franchise systems can take advantage of its full suite of franchise management features and completely integrated system that allows franchisees to use the exact same platform. All data from your franchises will be available in your corporate application for real-time reporting.

Save countless hours each week with robust marketing and workflow automation features. Streamline marketing and administrative tasks that take up time. Pulse allows you to automate these tasks to free up your schedule and allow you to focus on more important things.

Pros of Pulse Technology

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  • Customizable project boards: Pulse has fully customizable project boards with the ability to automate virtually anything from them. This helps you streamline all aspects of your business, from sales, marketing, and operations to customer onboarding. The project boards provide a helicopter view of everything in your business and keep things much more organized.
  • Marketing automation: Pulse lets you easily set up automation workflows that streamline different areas of your business to increase your profit margins. Automate your marketing, project management, and routine administrative tasks to generate more revenue and profit with less work.

Cons of Pulse Technology

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  • New company: Pulse Technology is a fairly new company with limited information available about its customer success, user feedback, and product roadmap.

Breakdown of core features

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Customer relationship management

Pulse Technology has a simple but robust CRM, with marketing and workflow automation features that are fully integrated with its project boards. It lets you manage all essential details of your conversations, tasks, and appointments, with real time data on new leads and existing customers. Convert more leads to paying customers with its email and text message marketing features that let you manage your sales pipeline efficiently.

Marketing automation

Pulse Technology’s marketing automation features let you easily set up drip email marketing and text messaging campaigns. Automate project management tasks and routine office tasks with workflows that help save time and money.

Customizable project boards

Set up customized project management boards for sales pipeline, fulfillment, marketing, and customer success. Pulse lets you set up custom stages and statuses that can trigger events such as sending emails, text messages, or adding a contact information. You can set up a status as a contact field and edit it directly from the project board.


Pulse Technology lets you create custom reports that capture the most important KPIs to make smart business decisions. Features include custom reporting fields, time-based reports, custom formulas, email stats, and franchise stats.

Alternatives to Pulse Technology

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

Learn more about EntreTEK Solutions

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Maximizer

Visit website

Maximizer is a CRM designed for sales teams to manage opportunities, automate tasks and close more business. Try our platform free for 30 days.

Learn more about Maximizer

(Last updated on 03/07/2022 by Abby Dykes)

Quick Facts

  • Industry Specialties
    Advertising / Media / Publishing, Architecture / Engineering / Construction, Banking / Accounting / Financial, Computer and Technology, Consulting / Professional Services, Consumer Brands, Customer Service / Call Centers, eCommerce, Education and Training, Field Services / Maintenance, Financial Services, Food and Beverage, Government / Public Administration, Legal, Marketing / Public Relations, Manufacturing, Staffing / Recruiting, Media and Publishing, Non-Profit / Public Sector, Private Security, Real Estate, Retail and Wholesale, Sales, Scientific, Social Commerce, Software / Web Development, Telecommunications, Transportation / Shipping, VAR / VAD / System Integrator
  • Pricing
  • Works Best For
    Small Sized Businesses





  • CRM
  • Email marketing
  • SMS marketing
  • Two-way email and SMS sync and automation
  • Project boards
  • Marketing and workflow automation
  • Real-time reporting
  • Quotes/invoice and QuickBooks integration
  • Tasks and appointments
  • Notes
  • Tags
  • Form builder
  • Custom fields
  • Permission control
  • Optional franchise management module
  • Customization services


  • Calendly
  • QuickBooks
  • Google Calendar
  • Stealth Seminar
  • Facebook Leads


  • English