Pulse is a finance dashboard service built for agencies. It gives founders and leaders total clarity on their numbers: past, present and future. Pulse connects to your accounting tools and your CRM so the data is always up to date, with no manual spreadsheets.
With the Close integration, Pulse pulls your opportunities into its forecasts automatically. Pipeline work flows into a month-by-month view of the future alongside confirmed work and targets, and your cash projections update as deals move through Close. Traffic-light reporting shows at a glance whether your key metrics are on track.
Every Pulse plan includes oversight from its creator, agency advisor and former agency founder Paul Muggeridge-Breene.
