From Lead to Residual, Fully Automated
The end-to-end platform that handles your entire merchant lifecycle — lead capture, onboarding, underwriting, risk monitoring, processing, and residual payouts — all in one place.
Every Stage of Your Merchant Lifecycle, Covered
From the moment a lead comes in to the day you pay residuals — Pulse automates every step so your team can focus on growing the portfolio.
Merchant Onboarding
Digital applications, document collection, and automated boarding to multiple processors — all from a single workflow.
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Underwriting & Decisioning
Automated risk scoring, configurable approval rules, and a full decision engine that moves applications forward without bottlenecks.
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Residuals & Commissions
End-of-month residual calculations, agent commission splits, and ISO payouts — reconciled automatically with your processor data.
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Portfolio Analytics
Processing volumes, chargeback ratios, merchant health, and revenue trends — all in real-time dashboards built for ISOs.
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Fraud & Risk Monitoring
Velocity checks, device fingerprinting, real-time fraud signals, and chargeback monitoring to protect your portfolio around the clock.
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Workflow Automation
Rules-driven lead rotation, ticket routing, notification triggers, and approval workflows that scale your operations without scaling headcount.
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And That's Just the Start
Beyond the core workflow, Pulse gives you the CRM, team tools, support desk, compliance tracking, and integrations to run your entire ISO from one platform.
ISO CRM
Your entire sales pipeline — leads, contacts, applications, and merchant accounts — managed from one screen.
Sales Team Management
Agent performance, quotas, commission tracking, and leaderboards.
Ticketing & Support
Intelligent routing, SLA tracking, and escalation for merchant support.
Payment Processing
Multi-gateway connections and transaction management.
Testimonials
Trusted by businesses worldwide to streamline operations
"There are so many tasks I used to manage with complex spreadsheets that are now automated with Pulse. Our error rate has dropped by 87%, and my team can focus on growth instead of data entry."
"Pulse has streamlined our entire application process. What used to take us 45 minutes per customer now takes less than 10. The automated compliance checks alone have saved us countless hours."
"The analytics and reporting features have given us insights we never had before. It's completely changed how we make decisions."
"The real-time tracking and notifications have eliminated so many communication bottlenecks in our process."
"Pulse was so easy to setup and use that I was able to get my entire team up and running in a matter of hours."
"The customer support team is exceptional. They've helped us optimize our workflow in ways we didn't think possible."
"Since implementing Pulse, our application processing time has decreased by 68%. The automated workflows ensure nothing falls through the cracks, and our customers consistently praise the smooth experience."
"We've seen a 40% increase in productivity since implementing Pulse. The automation features are a game-changer."
"Pulse was so easy to set up that I was able to get my entire team onboarded in a single afternoon. The intuitive interface meant minimal training was required, and we saw productivity gains within the first week."
"The reporting dashboard gives me instant visibility into our sales pipeline. I can now forecast revenue with 90% accuracy, which has transformed our quarterly planning process."
"Our compliance team loves the audit trail features. It's made our regulatory reviews so much easier."
Pricing
Pricing tailored to your business model
Whether you're an independent agent, ISO, or Super ISO, Pulse offers solutions designed for your specific needs.
ISO Basic
Ideal for emerging ISOs and small sales offices.
Platform fee
- Unlimited merchants
- Basic merchant onboarding
- Basic residual calculations
- Standard support
- Basic reporting
ISO Pro
Most popular
For ISOs with multiple sales teams.
Platform fee
- Unlimited merchants
- Advanced merchant onboarding
- Automated residual processing
- Priority support
- Advanced reporting & analytics
- Multi-processor integration
ISO Enterprise
For ISOs with complex needs.
- Unlimited merchants
- Custom onboarding workflows
- Advanced residual hierarchy
- 24/7 dedicated support
- Custom reporting & API access
- White-label options
Frequently asked questions
Get answers to common questions about Pulse CRM and how it can help streamline your merchant services operations.
Ready to streamline your operations?
Join merchant services professionals who trust Pulse CRM to scale their business.