Enter it once.
It flows everywhere.
PULSE is a fully standalone CRM built to close the gaps every other platform leaves open. Add a contact, and it carries all the way through company, deal, project, document, and invoice. No re-typing. No plugins. No third-party apps.
Thirty years in. The same gaps, every time.
Over 30+ years across multiple regulated industries, the platforms we reviewed, championed, implemented, and iterated on kept failing, in one way or another, our defense and public safety missions. These are the gaps that kept coming back.
Rigid fields & labels
Ten custom fields, then pay for more. A “Contact” that can't be renamed to what your industry actually calls it.
Third-party apps to do the basics
One app to design a proposal, one to connect it, the CRM to send it, an email tool to deliver it. Four tools for one document.
Typing the same data twice
Re-keying the deal into the project, then again into the invoice. Scratching your head over what you even sold.
Broken chain of custody
Identification, traceability, and audit scattered across tools. For defense and public safety work, that is a non-starter.
It's not that they can't. It's that it costs extra.
The big platforms are powerful. But the capabilities a full lifecycle needs, e-signature, in-platform billing, scheduling, project cost, are usually add-ons, higher tiers, or third-party tools. In PULSE they are simply included.
This compares how capabilities are typically packaged, not whether a platform can do them. Leading suites often include these at higher tiers or via add-ons; point solutions cover part of the lifecycle and integrate the rest. Packaging varies by plan and vendor.
The flow never leaves the platform.
Linking a contact to a deal to a project is table stakes. What is different in PULSE is that everything the flow touches, documents, e-signature, invoicing, project time and true cost, happens right here. No handoff to another app, no upgrade to unlock the next step.
Won deal → project
Win a deal and spin up a project that already knows the contact, company, scope, price, and budget. Nothing re-entered.
Line items → invoice
Click create invoice and the items you sold, plus billable time, drop straight in. No hunting for what you delivered.
Never leave to finish the job
Send the document, collect the signature, and issue the invoice without opening another app or hitting a paywall.
Every module you need, already inside.
A complete, AI-integrated CRM, built as one standalone system, so nothing lives in a separate tab you have to pay extra to open.
Leads & lifecycle
Capture, score, and move leads from MQL to opportunity to customer, automatically.
Deals & pipelines
Build as many pipelines as you run. Track every deal to won or lost.
Companies & accounts
Every contact, deal, and project tied to the organization it belongs to.
Tasks & activities
Internal tasks and client deliverables, tracked apart and never dropped.
Quotes & invoicing
Create and send invoices in-platform. Line items and billable time carry over.
Projects & delivery
Task tracking, time, expenses, deliverables, and true project cost in one view.
Reporting & dashboards
See the pipeline, revenue, and project margins without exporting a thing.
Documents & e-sign
Proposals, contracts, and NDAs, created, sent, and signed in-platform. No envelope fees.
Automation & sequencing
Sequence a week of steps, or trigger actions the moment something happens. When this, then that.
Calendar & scheduling
Sync Google or Microsoft. Share a booking link and PULSE creates the meeting link automatically.
Email & comms
Send templated emails and documents from the record, logged against the contact automatically.
Notifications & quiet hours
Stay informed without the 3 a.m. buzz. Set quiet hours and notifications hold until you are ready.
Create, send, sign, and receive. Without leaving PULSE.
Proposals, scope of work, NDAs, contracts, agreements, quotes, emails, all templated in the platform. Pick a template, the system populates it from the record, send it to the client, and they read and sign it right there. It comes back to you signed.
Design it in one app, connect it in another, send it from the CRM, then email it from a fourth. Four tools for one proposal. In PULSE, it's one.
One document, start to finish, inside PULSE.
Other platforms bill per envelope, per delivery, and per signature seat. In PULSE it is one flow, at no extra charge.
Know the true cost of every project.
Track internal tasks and client deliverables separately. Log billable and non-billable time. Capture expenses and third-party costs. At the end, PULSE shows you exactly what a project cost to deliver, and what you kept.
Task tracking
Separate internal work from client deliverables.
Time tracking
Billable and non-billable, on every project.
Expense tracking
Materials and third-party services, captured.
Deliverables
Flow to the client hand-off list automatically.
Not a cookie cutter. Bend it to your business.
You're not locked to anything. Match your branding, rename records to your industry's language, add the fields you need, and arrange the layout the way you work.
Make PULSE look and talk like you.
Your branding
Match your colors so the platform looks like yours. Letterheads generated for you.
Custom fields & groups
Add, rename, group, import, and export fields. No hard cap, no rigid schema.
Unlimited pipelines
Create as many pipelines as you have. Define how leads are treated and scored.
Drag-and-drop layouts
Move fields and sections until the record looks the way you work. Save it as default.
Your terminology
Rename contact, company, deal, and product to the words your industry uses.
Document templates
Build proposals, NDAs, contracts, and quotes once, then reuse them in a click.
Same for companies (account, organization, client) and products (service, package). Your terminology, everywhere in the platform.
Automation that runs while you sleep.
Set the sequence once. PULSE fires the steps, books the meetings, and holds your notifications until you are ready, across your whole team.
Sequencing & automation
Line up a week of steps, or trigger actions the moment something happens. When this, then that.
Calendar & scheduling
Connect Google or Microsoft. Share a booking link and PULSE creates the Meet or Teams link automatically.
Notifications & quiet hours
Stay informed without the 3 a.m. buzz. Set quiet hours and notifications hold until you are ready.
When you have to answer for every record.
Regulated teams cannot run their business across a dozen disconnected apps. PULSE keeps the entire lifecycle, and the trail behind it, inside one accountable system.
Prove every decision
An activity log records who did what, and when, across the whole lifecycle. Answer an auditor without assembling it by hand.
Control who touches what
Granular role permissions and admin-enforced MFA, down to who can add, edit, and delete each record.
No shadow tools
One platform means fewer vendors, fewer integrations, and far less surface area to govern and secure.
Locked down. Logged. Yours to prove.
Not a checkbox exercise. The controls regulated teams are actually audited on, built into every workspace from day one.
Two-factor authentication
Users can enable 2FA, and admins can require it for everyone in the workspace.
Roles & permissions
Define exactly what each user type can see, add, change, and delete.
User lifecycle control
Invite, restrict, and terminate access as your team changes.
Activity log
A full record of logins, changes, and role updates. Know what happened, and when.
Data export
Your data is yours. Export and take it anywhere, no lock-in.
Marketing consent
Handle opt-outs and consent the way your policies require.
Everything you're probably wondering.
Do I have to keep paying for other tools?+
No. PULSE is a standalone platform. Documents, e-signature, invoicing, calendar, scheduling links, automation, and reporting are all built in, so you can retire the third-party apps and the add-on fees that came with them.
Can I bring my existing data in, and take it out?+
Yes. Import your contacts, companies, and deals to get started, and export your data at any time. It is your data, with no lock-in.
Can I customize fields, layouts, and terminology?+
Completely. Add and rename fields with no hard cap, group them, drag sections into the layout you want, build as many pipelines as you run, and rename records to your industry's language, contact to patient, member, subscriber, or anything else.
Is my data secure?+
PULSE is built on SOC 2 Type II and ISO 27001 certified infrastructure, with encryption in transit and at rest, enforced MFA, granular role permissions, a full audit trail, and tenant isolation via row-level security. See the Trust Center for the full posture.
How does pricing work?+
We are onboarding teams through early access right now. Request access or book a demo, and we will walk you through how PULSE fits your team and get your workspace set up.
How quickly can we get started?+
Fast. Once you are approved, your workspace is ready in minutes, then you set your branding, pipelines, and fields and start adding records. Everything from a contact onward flows through automatically.
One record. Every stage. Nothing else required.
Run everything in one place.
Start free, or have us walk you through it. Either way your workspace is set up in minutes, with your fields, pipelines, and branding.
Set up your workspace in minutes — no credit card required.