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support

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Description

With Pulse Reminders, you can establish a system that allows you to set reminders and then focus on other priorities without worrying about missed tasks. This innovative tool eliminates the risk of overlooking important follow-ups with leads or previous borrowers, ensuring that nothing falls through the cracks. By implementing automated email and text alerts, Pulse helps you and your team efficiently manage leads, expedite loan closings, and nurture lasting relationships with former clients. Say goodbye to the anxiety of forgetfulness and hello to a more organized and productive workflow.

Description

By automating tasks for your sales team and consolidating all their email interactions onto a single, user-friendly contact interface, you can transform them into highly effective selling powerhouses! Don't allow potential leads and revenue to go unaccounted for any longer! For roughly $2 a day, you can enhance your outreach to more prospects through diligent follow-ups and email campaigns, streamline your sales team's organization, capture leads directly from your website, and manage all communications with your team! It’s clear that achieving better organization is essential, especially since your current CRM is falling short. Make the smart choice to prevent valuable leads and revenue from being overlooked—act now!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Act! No 
Choozify Visitor ID No 
Cyclr No 
Google Calendar No 
Microsoft Outlook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Wufoo No 

Integrations

Act! Yes 
Choozify Visitor ID Yes 
Cyclr Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Wufoo Yes 

Pricing Details

$15 per user per month
Free Trial No 
Free Version No 

Pricing Details

$45 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

focusIT

Website

pulse.marketing/

Vendor Details

Company Name

SalesNexus

Founded

2001

Country

United States

Website

www.salesnexus.com

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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