Lead Nurture & Drip Campaigns
Maintain consistent communication with prospects across longer consideration and decision timelines.
Built for Financial Service Professionals
More Referrals. More Closings.Less Chasing.
Build consistent follow-up systems that help turn each conversation into a lasting client and referral-partner relationship.
Build My Financial CRM Choose your software and setup path below.
✦✦✦
Relationship PipelineFollow-Up Active
Live
New Inquiries9
Applications6
Renewals14
Partner ReferralLead acknowledged · Task assigned
✓Application UpdateClient notification delivered
→Renewal ReminderReview appointment requested
↻●
Automation workingApproved nurture sequence scheduled
Referral partnerUpdated
✓Status message
Consistent Follow-Up Without the Busywork
Everything you need. Nothing you don't.
Referral Partner Pipelines
Track important professional relationships, introductions, follow-up, and partner activity.
Application Status Updates
Provide timely, approved communication as clients move through defined application stages.
Policy Renewal Reminders
Prepare clients for upcoming reviews and renewals with scheduled outreach.
Configurable Compliance-Aware Workflows
Build processes around your approved messaging, consent, recordkeeping, licensing, and review requirements.
1LnE Pulse Software
Choose the platform plan that fits your business now.
Your Pulse subscription powers the CRM, communication, automation, and business tools. Start where you are and move up as your needs grow.
Pulse Light
$49/mo
$497/year
Try the system without replacing everything overnight. Best for solopreneurs, startups, and businesses that want a professional place to manage contacts and inquiries.
- CRM, contacts, and opportunity pipelines
- Appointments, calendars, forms, and surveys
- Unified inbox, 2-way messaging, and templates
- Invoices, payments, web chat, and $5 monthly usage credits
Foundation
$99/mo
$1,009/year
DIY with the right systems. For small businesses ready to organize leads, automate follow-up, and build a professional online presence.
- Everything included with Pulse Light
- Website, funnel, and trigger-link tools
- Reviews, missed-call text-back, and social planner
- Workflows, automation, and $20 monthly usage credits
Most Popular
Grow
$299/mo
$3,049/year
Guided growth with ongoing support. Best for established businesses that want automation, campaigns, AI tools, and regular strategic help.
- Everything included with Foundation
- Expanded automation and campaign capacity
- AI tools and ongoing strategic support
- $55 monthly usage credits for phone, messaging, email, and AI
Scale
$399/mo
$4,069/year
Advanced systems, automation, and strategic support for established businesses with more complex marketing and operational needs.
- Everything included with Grow
- Managed marketing systems and AI agents
- Advanced workflows plus 2 implementation hours each month
- $90 monthly usage credits
Want to avoid an upfront setup fee?Easy Start includes professional setup with a 12-month agreement.
- Foundation Easy Start: $149/month
- Grow Easy Start: $399/month
- Scale Easy Start: $549/month
With Standard Start, the software subscription and onboarding are selected separately. Easy Start includes the applicable setup with a 12-month agreement. Usage beyond included monthly credits, optional add-ons, and applicable taxes are additional.
Choose Your Onboarding Path
Use the same powerful platform—with as much or as little setup help as you want.
If you choose Standard Start, pick your Pulse software plan first, then select the onboarding path that matches your time, comfort level, and desired launch support.
Self-Guided
Free
or $49 Premium
Start with the vertical snapshot, setup guide, and resource library. Choose Premium for enhanced templates and priority resource access.
- Free vertical snapshot and guide
- Resource library access
- Work at your own pace
- Optional $49 Premium resources
Most Popular
Guided Setup
$499–$999
One-time setup fee
Work with a 1LnE specialist to configure your system, learn the platform, and launch with structured support.
- Standard: 1 onboarding session
- Premium: 3 onboarding sessions
- 30 or 60 days of support
- Vertical configuration guidance
Done-for-You
$1,250–$3,000+
Based on approved scope
Hand off the configuration and let the 1LnE team build the workflows, assets, and system included in your selected scope.
- Starter, Standard, or Advanced scope
- Vertical configuration and branding
- Selected workflows and automations
- Training and launch handoff
Still have questions?
Our team is ready to help you find the right fit.
