# Pulse365 Reviews
**Vendor:** Pulse365  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Pulse365
Pulse365 is a CRM with a built-in phone system, designed for businesses that manage relationships across calls, pipelines, and follow-up sequences. Most growing teams run a CRM in one place, a separate dialer in another, and a spreadsheet to hold the rest together. The gaps between those tools are where leads get lost. Pulse365 replaces that stack with a single platform: built-in calling, full contact and pipeline management, automated follow-up, and real-time analytics, all connected. Key features: - Built-in phone system: Make and receive calls from inside the platform. Every call is automatically logged to the contact record with no manual entry required. - Full CRM: Manage contacts, pipeline stages, notes, custom fields, and complete activity history from one dashboard. - Automated follow-up sequences: Build multi-step workflows triggered by time or events. Follow-ups run automatically so nothing slips through. - Real-time analytics: Track team call activity, pipeline movement, and conversion metrics with interactive dashboard widgets. - Call Recording: Record calls for compliance and quality review. - Industry-specific modules: Auto-enabled based on your industry at signup. Insurance teams get a full Insurance Agency module covering policy management, renewals calendar, claims tracking, COI requests, and carrier management. First Responder distributors get a dedicated module for government contract management, procurement tracking, and product certification workflows. - Operations modules: Optional add-ons for teams with broader needs, including Quotes, Customer Success tracking, Inventory Management, and Maintenance Scheduling. - State licensing compliance: Built-in tools for businesses managing licensed agents or staff across multiple states. - Developer API: REST API access for connecting Pulse365 to your existing tools and workflows. Plans start at $55 per user per month (Essential) or $75 per user per month (Professional). Annual billing is available at 15% off. Voice usage is billed at $0.02 per minute. Local phone numbers are $2 per number per month. Toll Free numbers are $3 per number per month. Learn more or sign up at pulse365.co.






- [View Pulse365 pricing details and edition comparison](https://www.g2.com/products/pulse365/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+05%3A30%3A41+-0500&secure%5Bsession_id%5D=c7f01604-9859-4bd4-adab-07aff6895671&secure%5Btoken%5D=78bd500ed8a6e36ebd5c196baa959123ef7c1eb777b470a955c2f3c2e4f9ba13&format=llm_user)

## Pulse365 Features
**Sales Force Automation**
- Contact & Account Management
- 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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features

**Reporting & Analytics**
- Reporting
- Dashboards

**Mobile & Social**
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs

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