Workflow automation, conversational intelligence, AI-powered agents, and executive reporting — all native to Salesforce and Slack. No middleware. No bolt-ons.
Build, deploy, and monitor business processes without writing code. Pulse ships with a drag-and-drop workflow builder, a library of industry-specific templates, and AI that tells you what's stalling.
Deploy custom processes using a visual interface. Drag and drop steps onto any Standard or Custom Object page. Set criteria, assign actions, and go live in minutes.
Pre-built templates for lead intake, onboarding, compliance checks, and more. Install an industry-specific workflow, customize to your org, and activate — no blank canvas required.
Surface outstanding actions, identify bottlenecks, and measure workflow performance with instant record summaries. AI tells you what's stuck and what needs attention.
Assign steps across departments, set parallel approval chains, and track cross-team handoffs. Everyone sees their responsibilities. Nothing falls through the cracks.
Pulse transcribes meetings directly into Salesforce, relates them to the right records, and generates follow-up tasks automatically. Your team walks out of the call — and the CRM is already updated.
Transcripts live in Salesforce, not a third-party tool. Full access control means the right team sees the right conversations. Auto-relate to any Account, Opportunity, or Custom Object.
AI extracts action items from the transcript and creates Salesforce tasks in bulk — assigned to the right person, with the right due date. No one has to remember what was promised.
Real-time prompts tailored to the nature of the meeting — discovery calls get different questions than QBRs. Ensure the right topics are covered while the conversation is still live.
Pre-built dashboards, automated reports, and a process simulator that lets you stress-test workflows before deploying them. Your leadership team gets clean data; your ops team stops building pivot tables.
Pre-built business intelligence dashboards for pipeline health, team performance, SLA compliance, and revenue forecasting. Delivered to Slack or consumed natively in Salesforce.
Model workflow changes before pushing them live. Simulate volume, identify bottlenecks, and optimize step sequences — so you don't discover problems in production.
Set permissions per filter, per dashboard, per workflow. Ensure data visibility aligns with your org hierarchy. Sensitive data stays where it should.
Pulse gives every user a view tailored to their role. Dynamic filters surface the right records instantly, and configurable actions let people act without navigating away from the page.
Customizable filter sets that adapt to the user's role and object type. Reps see their deals. Managers see their team. Execs see the portfolio. One component, every perspective.
Configurable action buttons on the home page and list views for quick updates — change a stage, log an activity, reassign an owner — without opening the full record.
Manage and track individual tasks on demand. Create one-off actions outside of a workflow when the situation calls for it — ad hoc without the chaos.
Every capability, from workflow automation to access control, ships with every Pulse deployment. No feature gating. No surprise add-ons.
Visual drag-and-drop workflow builder. Deploy custom processes onto any Salesforce object page.
Pre-built industry templates for healthcare, finance, real estate, and more. Install and customize in clicks.
Instant record summaries, bottleneck detection, and performance scoring powered by AI.
Cross-department collaboration with parallel assignments, handoffs, and shared visibility.
Create and track ad-hoc tasks outside of a workflow. On-demand task management for one-off needs.
Transcribe directly into Salesforce. Auto-relate to any record with full access control.
Auto-generate and assign tasks from meeting transcripts. Bulk creation with one click.
Real-time meeting prompts tailored to the call type — discovery, QBR, demo, or onboarding.
Pre-built BI dashboards for pipeline, performance, compliance, and revenue. Delivered to Slack or Salesforce.
Model and stress-test workflow changes before deploying. Catch bottlenecks in staging, not production.
Granular permissions per filter, dashboard, and workflow. Role-based visibility that matches your org chart.
Role-adaptive filter sets that surface the right records for every user. One component, every perspective.
Install Pulse from the AppExchange, connect Slack, and let AI handle the rest. Your team works where they already work. Your data stays clean without trying.
No credit card required. Deploys in under 5 minutes.