Briefings with business context
Get personal or permitted team summaries across leads, projects, tasks, and calendars. Configurable and spoken briefings help bring the day’s priorities into focus.
ONE PULSERISE / INTELLIGENCE AT THE CORE
A CRM holds your data.
Pulse helps you move it forward.
Your leads, projects, people, and customer conversations tell a story. Pulse brings that context together to surface priorities, prepare next steps, and help your team act—with you in control.
01 / YOUR INTELLIGENT OPERATING PARTNER
Less searching for answers.
More clarity on what’s next.
Pulse is connected to the work inside One PulseRise—not just a blank chat box beside your CRM. It uses the records your role can access to help you understand activity, identify gaps, and prepare action.
Coaching beyond a dashboard
Use goals, scorecards, engagement alerts, follow-up gaps, and recommended next steps to guide sales conversations and management decisions.
Assistance that stays connected
Prepare supported calendar, communication, follow-up, project, and business-workflow actions. Review what Pulse proposes before confirming execution.
- 01Ask
Start with a question about your work.
- 02Understand
Pulse draws on authorized workspace context.
- 03Review
Check the recommendation and proposed action.
- 04Confirm
Approve a supported action before it runs.
Pulse respects workspace permissions and enabled features. AI suggestions require your judgment; they are assistance, not a guarantee of accuracy or business results.
02 / EVERY PHOTO HAS A PLACE
The job’s story.
Not your camera-roll clutter.
Keep project photos and documents in a shared cloud workspace, attached to the right job. Your office and field team can find the evidence they need without keeping the entire project library on every phone.
- Upload photos and files directly to the project record.
- Review galleries, preview documents, and download what you need.
- Use photo annotations to make important details easier to explain.
- Keep project context with the team—not scattered across personal devices.
Cloud storage reduces the need to keep a full photo library on your phone. Taking photos, uploads, cached previews, and files you choose to save or download may still use device storage. Uploads and cloud access require a connection.
03 / KEEP THE CUSTOMER IN THE CONVERSATION
A homeowner experience
that continues beyond the sale.
Give invited homeowners a connected portal for their project, communication, and referrals. Keep the relationship inside your company’s workspace instead of piecing it together from scattered updates.
Homeowner portal
Give customers invited access to the project information and documents shared with them. Mobile-friendly access keeps that information within reach.
Stay on the same page
Bring homeowner messages and project updates into a connected experience so customers and your team have a clear place to communicate.
Referral management
Capture referrals, follow their progress, and manage referral status and reward eligibility under your company’s rules—from introduction to follow-through.
Homeowner access and available features are controlled by the contractor. Native app availability depends on platform release and store approval; this page does not announce an App Store or Google Play launch.
04 / THE WORK AROUND THE INTELLIGENCE
One connected workspace.
From first lead to long-term customer.
Sales & relationships
Manage leads, contacts, ownership, follow-ups, canvassing, and solar or roofing pipelines without losing the context behind each opportunity.
Projects & field work
Connect project stages, trade-specific details, checklists, documents, photos, permits, and service work to the job they belong to.
Team & scheduling
Coordinate tasks, calendars, assignments, workforce activity, and role-based access. Configure work-call participation for your team.
Business communications
Keep calling, messaging, and follow-up activity connected to customer relationships. Communication services depend on your workspace configuration.
Financial visibility
Track invoices, receivables, commissions, and referrals. Connect supported payment and accounting services with your own business account.
Your company’s workspace
Set branding, enabled features, workflows, permissions, and connected accounts for your company. Keep each tenant’s records and configuration separate.
Features vary by company configuration, permissions, connected providers, and onboarding. Integrations may require separate accounts, approvals, and fees. We will map the right setup during your consultation.
05 / A CLEAR START
Your workflows first.
Then the right setup.
- 01Map the work
Bring your sales process, field workflow, and customer handoff to the consultation.
- 02Agree the scope
Confirm features, connected services, costs, and onboarding needs before committing.
- 03Configure your team
Set up branding, roles, workflows, and the business accounts your team needs.
- 04Validate together
Review key workflows with your team before relying on them for live work.
Is this software, a service, or both?
One PulseRise is the software workspace. Advertising, staffing, call center, and other growth services are separate offerings. Your proposal should identify what is included and what is optional.
What will our company pay?
Request a scoped proposal for your team and workflows. Connected providers may charge separately for services such as calls, messages, payments, or accounting. Confirm these costs during your consultation.
Can we bring our existing processes?
Yes—start by showing sales how your team works today. Workflows, features, permissions, and integrations need to be reviewed for fit; custom development and data migration are not assumed to be included.
Does Pulse act without our approval?
Pulse can prepare supported actions for review and confirmation. Available actions depend on permissions and configuration. Review AI suggestions for accuracy before using them.
What about customer data and access?
The workspace uses company-specific records and role-based access. Homeowners receive invited access to shared information. Read our Privacy Policy for how information is handled, and discuss your access and retention needs with sales.
LET’S CONNECT YOUR OPERATION
See what Pulse could bring
to your business.
Walk through your sales process, field work, and customer experience with sales. We’ll discuss where One PulseRise fits and what your team needs to get started.