Pulse Features

One System.Fewer Loose Ends.

Pulse connects the everyday work of finding, serving, and keeping customers—from the first inquiry to the next opportunity.

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The Connected Customer Journey

Give every lead and customer a clear next step.

Pulse keeps the record, the conversation, and the action connected—so your team can spend less time reconstructing what happened.

01

Capture

Forms, chat, calls, campaigns, referrals

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02

Organize

Contacts, pipelines, calendars, inbox

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03

Follow Up

Email, SMS, reminders, workflows, AI

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04

Convert

Appointments, estimates, invoices, payments

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05

Retain

Reviews, campaigns, loyalty, reactivation

Feature Library

Everything your customer journey needs to keep moving.

Availability badges show the minimum Pulse plan where each capability begins.

All Plans

CRM & Contact Management

Keep customer details, notes, activity, tasks, and history together in one usable record.

  • Contact records and smart lists
  • Notes, tasks, and activity history
  • Mobile access for your team
All Plans

Pipelines & Opportunities

See where each lead or deal stands, what should happen next, and where momentum is slowing.

  • Visual opportunity stages
  • Pipeline values and status
  • Advanced routing on Scale
All Plans

Calendars, Forms & Surveys

Capture the right information and let customers schedule without the back-and-forth.

  • Appointment calendars
  • Forms and surveys
  • Confirmations and reminders
All Plans

Unified Conversations

Bring supported email, text, chat, call, and social conversations into a shared view.

  • One conversation inbox
  • Email and SMS templates
  • Facebook inbox on Foundation+
Foundation+

Websites & Funnels

Create focused pages that turn visits into contacts and send inquiries directly into Pulse.

  • Website and funnel builder
  • Forms, calendars, and trigger links
  • Expanded capacity as plans grow
Foundation+

Automation & Workflows

Trigger consistent follow-up when leads inquire, appointments change, or customers take action.

  • Email and SMS automation
  • Missed-call text-back
  • Three, ten, or expanded workflow capacity
Foundation+

Reputation & Reviews

Make review requests part of the customer journey and manage reputation activity centrally.

  • Automated review requests
  • Reputation monitoring tools
  • Post-service follow-up
All Plans

Estimates, Invoices & Payments

Move from agreement to payment without losing the customer record or conversation.

  • Estimates and invoices
  • Payment links and text-to-pay
  • Transaction activity in the customer journey
Grow+

Campaigns & Reactivation

Nurture new leads, reconnect with past contacts, and turn timely ideas into trackable outreach.

  • Lead nurture campaigns
  • Database reactivation
  • Newsletter and campaign reporting
Grow+

Conversation & Voice AI

Use AI where it improves response time, qualification, scheduling, and customer access.

  • Chat and conversation AI
  • Basic voice AI access on Grow
  • Advanced AI options on Scale
Grow+

Reporting & Visibility

Measure activity across pipelines, appointments, calls, campaigns, and customer response.

  • Campaign and performance reporting
  • Call tracking and recording
  • Custom reporting on Scale
Scale

Portals, Community & Departments

Support more complex customer experiences and multiple operational teams from one system.

  • Membership or customer portal
  • Community and app capabilities
  • Department pipelines and lead routing
Capacity by Plan

Start lean. Add room as your operation grows.

Start Simple

Pulse Light

$49/mo
Users
2
Pipelines
1
Calendars
1
Workflows
—
Pages
—
Build the System

Foundation

$99/mo
Users
5
Pipelines
2
Calendars
2
Workflows
3
Pages
5
Most PopularGrow with Guidance

Grow

$299/mo
Users
10
Pipelines
Multiple
Calendars
Multiple
Workflows
10
Pages
Expanded
Connect & Optimize

Scale

$399/mo
Users
20
Pipelines
Multiple
Calendars
Multiple
Workflows
Unlimited*
Pages
Full

*Unlimited refers to platform workflow capacity within reasonable-use and technical limits—not unlimited workflow design, implementation labor, campaign production, or support hours.

View Full Pricing
What Each Level Unlocks

Each plan adds a new layer—not a different disconnected system.

Light

Run the Essentials

Contacts, pipeline, calendar, forms, inbox, payments, chat, mobile access, and training.

Foundation

Build Your Presence

Add pages, reputation, phone, missed-call text-back, social planning, and basic automation.

Grow

Automate Growth

Add expanded workflows, campaigns, reactivation, AI, call tools, reporting, and strategy.

Scale

Operate Across Teams

Add advanced automation, routing, portals, custom reporting, optimization, and implementation support.

Clear Expectations

Capability, configuration, and usage are three different things.

A feature can be available in your subscription without custom implementation being included. We define the build scope before work begins.

Platform CapabilityWhat your Pulse plan makes available.Setup & ConfigurationWhat is installed, customized, tested, or trained.UsageCommunication and AI consumption covered by monthly credits, then billed separately.Third-Party RequirementsPhone, payment, AI, messaging, and integrations may require approvals or separate fees.
Find Your Pulse

Choose the features that solve today's bottlenecks.

Compare the plans, start with an industry solution, or talk through the customer journey you want to improve. Our team is ready to help you find the right fit.