CRM · Sales

Pulse CRM

A CRM shaped around how a services team actually sells — pipeline, follow-ups and reporting without the bloat.

The challenge

An off-the-shelf CRM was over-built and under-used. Reps avoided it, so leads slipped through the cracks.

We stripped it back to the team's real motions, added smart reminders, and made every screen one click from the next action.

Adoption went from optional to automatic, and no qualified lead goes cold without a nudge.

Follow-up rate

Lost leads