Built for sales teams
The sales workspace built for ISOs and the agents who actually close — pipeline, performance, AI forecasting, and commission automation in one place.
Sales leaderboard · this month
On pace · 108%Priya Mehta
East132%
of quota
$412,000
17 deals
Devin Whitmore
West118%
of quota
$298,500
14 deals
Anya Calloway
Central96%
of quota
$246,200
11 deals
Marco Tian
East78%
of quota
$184,700
9 deals
Jordan Reyes
West64%
of quota
$132,000
7 deals
Pipeline · 118 deals
Why Pulse for sales
High-performing sales teams need more than a spreadsheet — they need a connected workspace that handles pipeline, forecasting, and commissions without manual reconciliation. Pulse is built specifically for the way agents and ISOs sell merchant services. Pair it with the rules engine and integrations and the team works as one system.
General-purpose CRMs vs. Pulse
Salesforce, HubSpot, Zoho, Pipedrive, Copper — they're built for everyone, which means none of them are built for ISOs. Pulse is built for ISOs. Merchant boarding, residual splits, processor data, and agent commission structures are first-class — not afterthought custom fields.
What's inside
Pipeline, leads, performance, and goals in one source of truth. Built specifically for the way ISO sales teams actually work.
Manual commission spreadsheets are slow, error-prone, and corrosive to morale. Pulse pulls from the pipeline, contracts, and revenue feed and pays the right number every cycle.
Track every metric that moves the team — lead-to-close, deal velocity, retention — and surface the patterns that turn average reps into top reps.
Lead routing, follow-up sequences, contract reminders, and AI-driven forecasting handle the busywork so reps spend their day in conversations.
Plug Maverick, Authorize.Net, NMI, Slack, Documenso, Google Ads, and more directly into the workflow. The CRM grows with the team.
Mobile-first interface and a clean web app keep agents productive in the field, between meetings, and at the desk. Role-based access and an audit trail keep customer data protected — accessible UX that actually gets used.
Tasks, notifications, and kanban boards keep the team aligned without endless standups. Communication channels are wired into Slack and email so the workspace meets reps where they already are.
Outcomes
The whole sales operation lives in one platform — no more bouncing between tabs.
Accurate, timely payouts with zero spreadsheet wrangling. Reps trust the number.
Live dashboards keep managers and reps on the same set of numbers — no end-of-month surprises.
Pipeline, leads, contracts, and goals on every device. Sell from anywhere.
Predict close-rate, churn, and pipeline velocity. Coach to the data, not the gut feel.
Role-based access, audit trail, and PCI-aligned data protection from day one.
Who it's for
Related
Closed release · now taking applications
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