Pulse

CRM

Know every bid out the door — and what happens when you win it.

Pulse keeps leads, customers and opportunities in one place, then hands won work straight to the people who schedule it.

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Opportunities
Qualified$184k
Boise Valley Homes

Subdivision flatwork

$96,000
Kuna School District

Bus lane & curbs

$88,400
Bid sent$312k
Eagle Library

Plaza & walks

$142,500
Harper Ranch

Lots 15–22 foundations

$169,800
Won$227k
St. Luke's

Parking lot C

$227,300Handed off

Pipeline

A pipeline that matches how you sell.

Set your own stages and watch the dollars move through them. Every opportunity carries its customer, site address and value, so the whole team sees the same number.
  • Stages and sources you define
  • Open pipeline value at a glance
  • Won and lost tracking
  • One-click convert from lead to customer
Opportunities
Qualified$184k
Boise Valley Homes

Subdivision flatwork

$96,000
Kuna School District

Bus lane & curbs

$88,400
Bid sent$312k
Eagle Library

Plaza & walks

$142,500
Harper Ranch

Lots 15–22 foundations

$169,800
Won$227k
St. Luke's

Parking lot C

$227,300Handed off

Handoff

Won is the start of the job, not the end of the email chain.

When an opportunity closes, sales fills in a handoff for operations. The job lands in To schedule on the board with the customer, the address and the scope already attached.
CustomerSt. Luke's Health
ScopeParking lot C — 18,400 sq ft
Site520 S Eagle Rd, Meridian
Target startWeek of Oct 20
Send to To schedule

Dashboard

The numbers you'd ask for on Monday morning.

Leads this period, active opportunities, closed deals and revenue, opportunities by stage, leads by source and the tasks due — on one screen.
  • Leads by source
  • Pipeline by stage
  • Commission report
CRM dashboard

Open pipeline

$496k

Won this quarter

$1.24M

New leads

38

Leads by source

Website form16
Referral11
Builder rep7
Other4

Everything else

The CRM your estimators will actually keep up.

Leads that enter themselves

Point your website form at Pulse and new leads show up with their source attached.

Bring your list

Import your existing leads in bulk instead of retyping a spreadsheet.

Accounts with everything on them

Contacts, opportunities, tasks, notes, activity and documents — one page per customer.

Tasks that come due

Follow-ups due today and tomorrow are on your dashboard when you log in.

Real job-site addresses

Google address autocomplete, so the crew's map pin lands where the work is.

Your words, not ours

Set your own lead statuses, account types, pipeline stages and lead sources.

Questions

The things people ask first.

Something else? Write to hello@pulse.builders.

Can I customize the pipeline?
Yes. Stages, lead statuses, account types and lead sources are all set in your CRM settings.
What happens when a deal is won?
Sales fills in a short handoff — scope, site, contacts — and the job is ready for operations to schedule. Nothing gets retyped.
Does it track commission?
There's a commission report built in, alongside the dashboard of pipeline value, won deals and leads by source.

Stop losing bids in your inbox.

Import your leads, set your stages and see the whole pipeline in an afternoon.

Get started freeTalk to us