Multi-source capture
Web forms, Google Ads, partner APIs, manual entry, CSV import — every channel feeds the same pipeline so nothing falls through the cracks.
Leads
Every merchant starts as a lead.
Capture from web forms, partner referrals, and Google Ads — then walk every prospect through your pipeline until they're won, lost, or boarded.
What's inside
Built for the way ISOs actually work.
Auto-rotation rules
Distribute leads across reps based on territory, MCC, monthly volume, or round-robin. Pulse picks the right agent every time.
Full pipeline view
New → Contacted → Qualified → Application → Approved. A horizontal kanban with counts at every stage and the merchant card at every step.
Activity-aware cards
Every lead card shows recent calls, emails, document requests, and score changes inline. No clicking around to see what was last said.
Conversion analytics
Funnel reporting at every pipeline stage. See exactly where deals stall, which sources convert best, and which reps are closing.
Team-aware views
Personal queues for reps, region rollups for directors, full portfolio for the ISO. Same data, different cuts, role-aware permissions.
Why ISOs choose Pulse
Faster operations, fewer errors, better margins.
No more leaked leads
Every form submission, every referral, every cold call is captured to a single pipeline. Auto-routing means nothing waits in an inbox.
Reps spend time selling, not data-entering
Activity logs auto-populate from email and calls. Reps update statuses with a single click — no spreadsheet maintenance required.
Directors finally have visibility
Real-time funnel rollups by territory, MCC, and rep. Spot the stall before it costs you a deal.
A pipeline that scales with you
Whether you have one rep or fifty, the same kanban runs unchanged. Configure stages and rules to match how you actually sell.
Closed release · now taking applications
Stop chasing residuals in spreadsheets.
Boarding in minutes. Residuals that reconcile themselves. A platform that actually understands the way your team operates.
Invite-only cohort · Hand-picked for the closed release
PCI DSS compliantSOC 2 Type II99.9% uptimeMulti-processor