Real-time transcription on Google Meet, Zoom, and Teams. Live coaching DMs in Slack. Native Agentforce writeback to Salesforce. Built-in workflow automation for the signals that matter. Unlimited users on every plan.
Competitor mentions, pricing pushback, stakeholder name-drops, deal risk signals. Pulse detects them on the call and triggers built-in workflow automations. Battle card DMs, task creation, channel alerts, opportunity updates. No Zapier layer. No separate product.
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 captures Google Meet, Zoom, and Teams calls, transcribes live, and delivers everything (transcripts, summaries, coaching, follow-ups) to Slack. Salesforce is updated natively through our Agentforce integration. Your team walks out of the call and the CRM is already updated.
Every Google Meet, Zoom, and Teams call transcribed live. Speaker-separated and searchable. Pinned to the deal channel in Slack the moment the call ends. One tool across every meeting platform.
Private Slack DMs nudge the rep when they miss a discovery question, skip a buying signal, or need the right battle card. Delivered while the prospect is still talking. Visible only to the rep.
Pulse extracts action items from the transcript and drafts the follow-up email in Slack, with Salesforce tasks assigned to the right person with the right due date. The rep approves; Pulse sends.
MEDDPICC fields, opportunity updates, activity, and tasks pushed to Salesforce natively via our Agentforce integration. Every writeback carries the transcript excerpt as audit trail.
90-second deal summaries posted to the deal channel after every call. Pre-built dashboards for pipeline health, team performance, and call quality. Your managers, enablement leads, and RevOps analysts all see the same intelligence reps see, at no extra per-seat cost. No recording to scrub. No second tool to log into.
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.
Google Meet, Zoom, and Teams transcribed live. Speaker-separated, searchable, pinned to the deal channel in Slack.
Pulse drafts the follow-up email in Slack and the Salesforce tasks. The rep approves. Pulse sends.
Private in-call coaching delivered as Slack DMs. Visible only to the rep. Invisible to the prospect.
MEDDPICC fields, opportunity updates, activities, and tasks written to Salesforce natively with transcript audit trail.
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.
Unlimited users on every plan. HIPAA-eligible today, SOC 2 Type II landing Q2 2026. Captures Google Meet, Zoom, and Teams. Delivers everything to Slack. Writes back to Salesforce natively via Agentforce.
15-minute demo. No commitment required.