--- title: Pulse Technology Reviews meta_title: 'Pulse Technology Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how Pulse Technology works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 14 scale: '5' date_modified: '2026-06-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pulse Technology Reviews **Vendor:** Pulse Technology **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 14 ## About Pulse Technology Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly. You’ll be able to keep things organized with our easy to use CRM (customer relationship management) system. Track all of your communication history for your customers and prospects. Your email and text message communication, notes, tasks and appointments, etc. will be all stored in one place for quick reference. Franchise Systems can take advantage of our full suite of franchise management features and completely integrated system that allows your franchisees to use the exact same platform. All of the data from your franchises will be available in your corporate application for real-time reporting. Save countless hours each week with the robust marketing and workflow automation features that Pulse offers. This will help you streamline many of your marketing and administrative tasks that suck up tremendous amounts of your time. With Pulse, you’ll be able to automate these tasks to free up your schedule and allow you to focus on other important things that matter. Convert more leads to paying customers with our email and text message marketing features and our customizable project boards which allow you to manage your sales pipeline efficiently. Streamline your quoting and invoicing process and deliver professional looking quotes your customers. Have a pulse on every part of your business with real-time reporting that will help you maximize your marketing strategies, sales efforts, and operations of your business. With Pulse, your entire company will run much smoother! ## Pulse Technology Pros & Cons **What users like:** - Users value the **responsive customer support** of Pulse Technology, which enhances efficiency and delivers reliable results. (2 reviews) - Users find Pulse Technology to be incredibly **efficient** , enhancing productivity through seamless client data organization and automation. (2 reviews) - Users praise the **automation features** of Pulse Technology for streamlining processes and enhancing client interaction effortlessly. (1 reviews) - Users praise the **automation features** of Pulse Technology for streamlining processes and enhancing efficiency significantly. (1 reviews) - Users find Pulse Technology incredibly **easy to use** , especially with efficient setup guidance and streamlined processes. (1 reviews) - Users value the **easy access** to organized client data with Pulse Technology, enhancing efficiency and user experience significantly. (1 reviews) - Easy Customization (1 reviews) - Easy Implementation (1 reviews) - Easy Integrations (1 reviews) - Easy Setup (1 reviews) **What users dislike:** - Connectivity Issues (1 reviews) - Expensive (1 reviews) - Users feel that Pulse Technology requires better **Google Calendar integration** to enhance its overall functionality and usability. (1 reviews) - Learning Curve (1 reviews) - Users feel that **limited integrations** with other tools, like Google Calendar, hinder Pulse Technology's effectiveness. (1 reviews) - Time-Consuming (1 reviews) ## Pulse Technology Reviews ### 1. Making Customer Management More Efficient and Organized **Rating:** 4.5/5.0 stars **Reviewed by:** VINAY P. | Senior Project Engineer, Design, Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2026 **What do you like best about Pulse Technology?** What I like best about Pulse Technology is that it combines CRM, communication tracking, workflow automation, project management, quoting, invoicing, and reporting into a single platform. In my work, managing project-related communication, customer interactions, follow-ups, and documentation across multiple systems can become time-consuming. Pulse helps centralize these activities so information is easier to find and manage. The workflow automation features provide the most value because they reduce repetitive administrative tasks and help ensure important follow-ups are not missed. I also appreciate the project boards, task management capabilities, and customer communication history, which allow all interactions, notes, appointments, emails, and messages to remain organized in one place. The reporting tools help provide visibility into ongoing activities, while the CRM structure makes customer and project information easier to manage. The interface is straightforward, onboarding is relatively simple, and integrations with calendar and communication tools help streamline daily workflows. An unexpected benefit is how much time is saved by reducing manual tracking and moving between multiple applications. Overall, Pulse improves organization, productivity, and operational efficiency. **What do you dislike about Pulse Technology?** One area that could be improved is the depth of some integrations, particularly calendar synchronization and advanced third-party connectivity. While the platform offers a broad range of features, new users may initially require some time to fully understand workflow automation and customization options. **What problems is Pulse Technology solving and how is that benefiting you?** Before using Pulse Technology, customer information, project tracking, communication history, and administrative processes were often spread across multiple systems. This created extra manual work, made follow-ups harder to track, and increased the risk of missing important information. Pulse centralizes CRM activities, communication records, project management, automation workflows, quoting, invoicing, and reporting into one platform. This allows teams to manage customer relationships more efficiently while automating repetitive processes that previously required manual effort. As a result, customer information is easier to access, communication history is fully organized, administrative work is reduced, and project visibility improves. The automation capabilities help save time, improve consistency, and allow greater focus on customer service, project execution, and business growth rather than routine administrative tasks. ### 2. Streamlined Automation with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie D. **Reviewed Date:** November 03, 2025 **What do you like best about Pulse Technology?** I find Pulse Technology incredibly efficient and user-friendly, especially with the guidance we received from Jason, which made setup a breeze. I appreciate the software’s capability in client data organization, streamlining processes through automation and workflows, and providing copywriting help for our emails. The email automation features for client onboarding are particularly beneficial, and I love how it allows us to categorize client types for easy access and keeps all contact information neatly organized in one location. The integration with calendar and AI applications is fantastic, making appointment booking effortless and enhancing our client value journey significantly. Overall, the branded email templates and smooth client data storage and organization make Pulse Technology a highly effective tool for our company. This level of efficiency and functionality is definitely something that would make me opt for it again, and I would undoubtedly recommend it to others. **What do you dislike about Pulse Technology?** I believe Pulse Technology could be improved with more capabilities for Google Calendar integration. **What problems is Pulse Technology solving and how is that benefiting you?** I use Pulse Technology to organize client data and streamline processes with automation and workflows, which improves efficiency. It aids client onboarding with email automations and enhances our operations by integrating with calendar and AI apps. ### 3. The best CRM out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Ana Maria --- C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Pulse Technology?** I love how intuitive it is. It's brilliantly designed to build complex automations with easy tools anyone can learn to use, and its power is in its simplicity. The team at Pulse are also amazing, and are always willing to help and go way above and beyond to make sure all of their clients have a top-tier experience with their product. They understand it's overwhelming at first, and really guide you through every single step needed to build your account in a way that serves and betters your comapny. Pulse is the CRM you want, 100%. **What do you dislike about Pulse Technology?** Absolutely nothing. Everything about it is wonderful, and I recommend it to everyone who needs a simple but powerful CRM. **What problems is Pulse Technology solving and how is that benefiting you?** We wanted to automate everything with Pulse to help our company's processes run much more smoothly. It will be an insane time-saver, and will also ensure we keep everything on track. ### 4. Pulse Technology Review **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Sales Associate and Key Holder, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2021 **What do you like best about Pulse Technology?** I love the convenience it brings my company to stay connected with one another! It is pretty easy to use and I have not experienced any issues with the application. **What do you dislike about Pulse Technology?** Absolutely nothing! The application is great and easy to use seeing as it is incredibly user friendly and fully accessible to all. I have not ran into any issues with Pulse. **Recommendations to others considering Pulse Technology:** Pulse is an easy to use software that can greatly benefit your company! Although I do not have to use it anymore, I definitely recommend it! **What problems is Pulse Technology solving and how is that benefiting you?** I have not experienced any problems with Pulse Technology. The software runs great and it is user friendly. I do not anticipate running into any issues with Pulse if I were to ever use it in the future again. ### 5. A CRM platform suitable for small-mid sized businesses! **Rating:** 4.5/5.0 stars **Reviewed by:** Veeral O. | Principal Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Pulse Technology?** It's very cost effective solution, accessible on any mobile device, marketing tasks are simplified and it is good for lead generation. **What do you dislike about Pulse Technology?** They should have a free version with basic features. **Recommendations to others considering Pulse Technology:** It's a great cloud based CRM platform for $49 a month. **What problems is Pulse Technology solving and how is that benefiting you?** It solves a lot of marketing related problems for a small company to become mid size and for a mid size company to become bigger and better. Lots of templates and options available for messages and email campaigns. ### 6. Multiple tools on one platform all talking to each other seamlessly = huge efficiency gains **Rating:** 5.0/5.0 stars **Reviewed by:** "Mr. Biz", a. | Author of "How to Be a Cash Flow Pro" - Bestseller, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2020 **What do you like best about Pulse Technology?** What I like best about Pulse is that you have 3 (at least) separate automation systems all on one platform and, of course, that means they all talk to each other seamlessly without the need for human interaction. **What do you dislike about Pulse Technology?** Honestly, the only thing I can think of is to continue expanding the interfaces and functionality. It is already amazing but, being greedy, we want more. :) **Recommendations to others considering Pulse Technology:** This product has been a game-changer for us! Great value, easy to use & the customer support is top-notch (unlike many of their competitors). **What problems is Pulse Technology solving and how is that benefiting you?** I run multiple companies - consulting, online education, continuity program, etc. I'm also an author and host of a radio show. I'm able to combine my entire database from all facets into one place. That's great but the real game-changer is being able to easily track interactions with project management boards. To boot, you can quickly reach out to contacts via several communication methods, all without ever leaving the platform. ### 7. Pulse Technology and its Usage **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2021 **What do you like best about Pulse Technology?** Provide 100% security for users to remotely connect to the Application or Servers. Pulse Technology makes a full proof authentication of the user with an additional personal device which makes the technology more reliable on Integrity and confidentiality. **What do you dislike about Pulse Technology?** Pulse Technology needs to be more user-friendly. When the user changes its 2nd device used for double confirmation, he faces a new set up creating further hardship. **What problems is Pulse Technology solving and how is that benefiting you?** 100% Secure Connection. Pulse technology is a game-changer to provide remote connections to the users located worldwide. There is no alternative technology that is competing with the Pulse in the secure remote connection of the server with the user as of today. ### 8. Dan from Pulse is wonderful. He’s always quick to respond, friendly and helps with any issue. **Rating:** 5.0/5.0 stars **Reviewed by:** Krystle F. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2021 **What do you like best about Pulse Technology?** Response time is always quick and friendly. **What do you dislike about Pulse Technology?** Nothing. I've never had any issues. From simply ordering supplies to having a tech come by, it's been excellent. **What problems is Pulse Technology solving and how is that benefiting you?** Firewall, connecting new equipment, adding new programs, etc. It makes life as a office manager easier. ### 9. My go-to CRM for both me and my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth G H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Pulse Technology?** It isn't an old CRM on a clunky platform like so many others. This makes it responsive, intuitive, and easy to use. I especially like the project boards. They look similar to the Excel spreadsheets that I used to use, however they are fully integrated into the CRM and many functions can be automated. **What do you dislike about Pulse Technology?** Honestly, I would need to think about it. This CRM does most everything very well. **Recommendations to others considering Pulse Technology:** Have them walk you through a demo so you can see how it works. **What problems is Pulse Technology solving and how is that benefiting you?** Pulse Technology organizes all of my business communications in one, easily accessible, place. It never forgets and it syncs to my calendar, so I never miss a task or a meeting. ### 10. PUT YOUR FINGER ON THE PULSE!! You need this! **Rating:** 5.0/5.0 stars **Reviewed by:** RL F. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Pulse Technology?** Pulse is my CRM/Project Management tool/Funnel/Email Marketing/Text Marketing/Lead Tracking & Management/Personalized Quotes & Invoices/Reporting/Workflow Automation/Appointments & tasks/Notes/ AFFORDABLE PRICING **What do you dislike about Pulse Technology?** This app is everything i need for my business... **What problems is Pulse Technology solving and how is that benefiting you?** I use Pulse Technology for my CRM and all of its powerful tools (Email, Text, Marketing, Automation, etc). Being organized in a way where i do not have to check several platforms or applications - IT IS ALL in ONE PLACE!!! ### 11. This CRM system is easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela M. | Ayudante de Jefe de Obra, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2020 **What do you like best about Pulse Technology?** What I like about the plus is that you have three (at least) automated systems on the same platform, which means they all communicate with humans. There is no interruption **What do you dislike about Pulse Technology?** Honestly, I can think of all those who continue to increase their sales and visibility. It's always been amazing, but because of greed, we want more. **What problems is Pulse Technology solving and how is that benefiting you?** I run several companies. Consultants, online education, ongoing programs and much more. I am also a writer and radio host. I am able to organize all my databases in one place. This is an amazing thing. But choosing the right game will help keep the project going. When booting, you can quietly access your contacts in a variety of ways without having to leave a platform. ### 12. Pulse Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Pulse Technology?** We use the IT portion of Pulse Technology. They have a good customer service experience and response time. The software itself is great. **What do you dislike about Pulse Technology?** The interface when login in. Could be better. **What problems is Pulse Technology solving and how is that benefiting you?** Our IT has improved since implementing Pulse. It's easier to handle other projects while IT is dome by Pulse. ### 13. Fast and secure Authenticator **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Pulse Technology?** Being able to use your cell phone for authorization. **What do you dislike about Pulse Technology?** Extra steps you have to do in order to prove identity **Recommendations to others considering Pulse Technology:** Make sure you store your password in a safe place. **What problems is Pulse Technology solving and how is that benefiting you?** Added security to prevent hacking into my computer systems at work ### 14. Game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda O. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Pulse Technology?** I love that everything is organized! I love the automation on our hiring and sales funnel --and the follow-up/review automation! **What do you dislike about Pulse Technology?** There is only one thing --I wish I could use it for our scheduling software and employee time tracking/gps. **Recommendations to others considering Pulse Technology:** Give it a try --you won't be disappointed! **What problems is Pulse Technology solving and how is that benefiting you?** I'm finally building my client list email marketing! For years I wasn't getting the information I needed to do that. If I didn't get the info it was scattered all over the place and not organized. The project boards are so valuable! ## Pulse Technology Discussions - [What is Pulse Technology used for?](https://www.g2.com/discussions/what-is-pulse-technology-used-for) - [View Pulse Technology pricing details and edition comparison](https://www.g2.com/products/pulse-technology/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-20+12%3A25%3A23+-0500&secure%5Bsession_id%5D=894728c7-ca60-4c8c-8e1c-14128a37fc38&secure%5Btoken%5D=a5224935d0f4ebcdcfbc0c3dda90db682755e62001fc36535b91c69fe4c18862&format=llm_user) ## Pulse Technology Integrations - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) ## Pulse Technology Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pulse Technology Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,644 reviews) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - 4.4/5.0 (459 reviews) - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) - 4.5/5.0 (2,442 reviews)