Pulse AIBook a walkthrough

Pulse AI for agencies

Your agency has enough moving parts. The software shouldn’t be one of them.

Keep every client’s leads, calls, messages, appointments, websites, workflows, payments, and reporting in one place.

Agency-only access · From $200/month + usage · Optional fulfillment available

Pulse AI agency dashboard with fictional sample data
Sample data shown
1 loginfor the work your team handles every day
Separateclient workspaces, permissions, and reporting
Your brandstays in front of the client relationship
HCRMCCalendarsCall trackingMEmailFFunnelsZAutomationReviewsSSocialHCRMCCalendarsCall trackingMEmailFFunnelsZAutomationReviewsSSocial

Before / after

Less software. Better delivery.

The problem is rarely a missing feature. It is the handoff between a dozen separate tools. Pulse AI puts the work and the client record together.

Before Pulse AI

Every new client adds more friction.

  • Multiple logins and scattered data
  • Manual onboarding and follow-up
  • Separate phone, email, and SMS tools
  • Reporting rebuilt from different sources
  • Processes that change from client to client
With Pulse AI

Every client runs on the same system.

  • One agency login
  • Separate client subaccounts
  • Conversations tied to the contact record
  • Reusable workflows, funnels, and forms
  • Clear activity and reporting in one place

Inside the platform

Built for the work, not the demo.

These are real Pulse AI screens with fictional sample data. Your team can see the pipeline, respond to leads, run automations, and track the account without jumping between products.

Pulse AI opportunity pipeline with sample opportunities
Pipeline
Know what is open, who owns it, and what should happen next.
Pulse AI conversations inbox with sample contacts
Inbox
Calls, texts, email, and follow-up attached to the contact.
Pulse AI workflow builder with a sample automation
Automation
Build the process once, then reuse it across client accounts.
Pulse AI reporting dashboard with fictional sample data
Reporting
See leads, appointments, pipeline activity, and results.

Plans

Pay for the room you need.

Both plans include the same core platform. The difference is the number of client subaccounts. Phone, messaging, email, and selected AI services are billed by usage.

Agency StarterUp to 3 clients
$200 / month + usage

For a small agency that wants the full system without paying for unlimited accounts yet.

  • 3 client subaccounts
  • CRM and pipelines
  • Phone, SMS, email
  • Calendars and booking
  • Sites, funnels, forms
  • Workflows and AI tools
  • Payments and invoices
  • Reporting and mobile app
Choose Starter
Agency UnlimitedFor growing agencies
$300 / month + usage

For agencies that do not want software limits to decide how many clients they can serve.

  • Unlimited client subaccounts
  • Everything in Starter
  • Unlimited brands and locations
  • Reusable client systems
  • Agency dashboard
  • Team access
  • API and integrations
  • Future platform updates
Choose Unlimited
See current usage rates
Phone calls$0.09 / minute
Business numbersTypically $10–$12 / month
SMS$0.024 / segment
MMS$0.05 / message
Email sending$0.0025 / email
Email verification$0.0075 / verification
AI conversationsUsage based
Premium AI featuresUsage based

Carrier fees, taxes, registration, payment processing, and third-party charges may apply. Confirm rates before publishing because usage pricing can change.

18-tool comparison

See what your software stack really costs.

Recognizable agency tools, their overlapping jobs, and editable monthly costs. Enter only the subscriptions your agency actually pays for to calculate a realistic comparison.

FeatureCommon toolsExample costPulse AI
CRM & pipeline management
$90/monthexample category budget
Included
Booking & appointments
$16/monthexample category budget
Included
Call tracking
$95/monthexample category budget
Included
Email marketing
$45/monthexample category budget
Included
Sales funnels & pages
$97/monthexample category budget
Included
Workflow automations
$30/monthexample category budget
Included
Reputation management
$299/monthexample category budget
Included
Social scheduling
$99/monthexample category budget
Included
Surveys & forms
$29/monthexample category budget
Included
Websites
$40/monthexample category budget
Included
Courses & memberships
$149/monthexample category budget
Included
Documents & signatures
$25/monthexample category budget
Included
Shared customer inbox
$55/monthexample category budget
Included
Example combined stack
$1,069/montheditable below
From $200

Company names and marks identify common tools with overlapping functions. They do not imply endorsement. Costs are editable examples—not verified current price quotes—and Pulse AI phone, messaging, email, and selected AI usage are billed separately.

Now calculate your actual stack.

Change any monthly amount, set tools you do not use to $0, and compare your result against either Pulse AI plan.

One login. One subscription. One client record.Compare plans

Optional fulfillment

Need the work done too? We can handle it.

Pulse AI is the platform. These are separate done-for-you services for agencies that want an experienced team to plan, launch, manage, and report on client campaigns.

Each service is priced separately. Book a call so we can scope the client, market, and workload.
Editorial workspace representing local search strategy

Local SEO

We manage the ongoing work behind stronger local rankings and a better search presence.

Google Business ProfileMaps SEOCitationsReviewsLocal contentReporting
Scope this service →
Editorial workspace representing paid social campaign planning

Meta Ads

We plan, launch, and manage Facebook and Instagram campaigns while you own the client relationship.

StrategyResearchSetupCreative coordinationOptimizationReporting
Scope this service →
Editorial workspace representing verified local service leads

Google LSA

We guide setup and verification, then manage the account, budget, lead quality, and reporting.

SetupVerificationProfileBudgetLead reviewReporting
Scope this service →
Editorial workspace representing AI visibility research

AI Visibility

We improve how a client is understood and surfaced across AI-powered search and answer engines.

GEOAEOEntity auditStructured dataContent strategyReporting
Scope this service →

Your agency revenue stack

Pulse AI platformRecurring software revenue
Local SEO fulfillmentMonthly service revenue
Paid media managementManagement fees
AI visibilityNew service line
Automation and setupProject revenue

What is included

The working parts of your agency, connected.

Start with the eight core operating areas, then open the complete inventory for the detailed platform and AI capabilities.

CRM & salesContacts, pipelines, opportunities, tasks, notes, and custom fields.
CommunicationPhone, SMS, MMS, email, voicemail, call tracking, and one inbox.
WebWebsites, landing pages, funnels, forms, surveys, and calendars.
Automation & AIWorkflows, triggers, webhooks, notifications, summaries, and AI tools.
ReputationReview requests, monitoring, responses, and feedback workflows.
RevenuePayments, invoices, estimates, subscriptions, and payment links.
ReportingPipeline, appointments, sources, calls, campaigns, teams, and revenue.
Access & scaleMobile app, API, integrations, agency dashboard, and reusable systems.
Explore the complete feature inventory

Capture more demand

Everything needed to turn attention into identifiable leads.

  • CRM and smart contact records
  • Forms, surveys and quizzes
  • Websites and landing pages
  • Sales and webinar funnels
  • Chat widget
  • Call tracking
  • Inbound SMS and social DMs
  • Social planner
  • Missed-call text back
  • QR codes
  • Prospecting tools
  • Google and Meta ad management
  • AI business-card scanning
  • Lead-source tracking

Nurture and close

Keep every conversation, follow-up and transaction connected.

  • Unified conversations inbox
  • Pipelines and opportunities
  • Calendars and appointment booking
  • Email, SMS, MMS and voicemail
  • Workflow automation
  • Triggers and webhooks
  • Tasks, notes and custom fields
  • Estimates and invoices
  • Payments and subscriptions
  • Payment links
  • Documents and e-signatures
  • Automated follow-up
  • Lead qualification
  • Conversation summaries

AI across the platform

Deploy specialized AI for conversations, content, calls and operational work.

  • Voice AI agents
  • Conversation AI
  • Reviews AI
  • Content AI
  • Funnel and Website AI
  • Workflow AI
  • Email AI
  • Ask AI
  • AI Studio
  • Agent Studio
  • Knowledge bases
  • AI appointment booking
  • AI lead qualification
  • AI summaries and routing
Enablement, plan or usage charges may apply

Deliver and scale

Run client work, retain customers and grow without rebuilding the system.

  • Courses and memberships
  • Products and communities
  • Review requests and monitoring
  • Customer portals
  • Pipeline and campaign reporting
  • Call and appointment reporting
  • Attribution and source reporting
  • Agency dashboard
  • Separate client subaccounts
  • Reusable account systems
  • Team permissions
  • Mobile app
  • API and integrations
  • Agency branding

Customer evidence

Agency operators using the platform underneath Pulse AI.

5 named customersPublished platform stories

Good proof should be easy to inspect. Every story below includes the customer’s real published photo and a concise summary of what they highlighted.

Agency fit

Built for the way marketing agencies operate.

Gustavo describes the product as groundbreaking, particularly for marketing-agency owners.

Gustavo Muñuz CastroGustavo Muñuz CastroPlatform customer
Long-term value

A platform worth continuing to build with.

Matt calls it a strong product and says he looks forward to continuing his work with the platform.

Matt PlappMatt PlappPlatform customer
Community

Software backed by an agency community.

Ian highlights the community customers join around the platform—not only the software itself.

Ian AlmasiIan AlmasiPlatform customer
Client delivery

Automated follow-up supporting client work.

Christine reports using automated follow-up and lead nurturing as part of the service she provides to clients.

Christine SealeChristine SealePlatform customer

What this provesThese stories reflect customer experiences with the platform technology used to deliver Pulse AI. They are not reviews of Pulse AI onboarding, support, pricing, or done-for-you fulfillment. First-party Pulse AI stories will be added only after customer approval.

FAQ

Straight answers before you choose.

Who can use Pulse AI?

This offer is for agencies. Pulse AI gives the agency a central account with separate subaccounts for each client.

What is the difference between Starter and Unlimited?

Starter includes up to three client subaccounts. Unlimited removes that account limit. Both plans include the same core platform.

What does “+ usage” mean?

The monthly subscription covers the platform. Phone numbers, calls, SMS, MMS, email delivery, verification, and selected AI or third-party services are charged based on use.

Do you really fulfill the extra services?

Yes. Local SEO, Meta Ads, Google LSA, and AI Visibility are optional done-for-you services. We handle the agreed strategy, setup, execution, optimization, and reporting for a separate fee.

Can I upgrade later?

Yes. You can start with three subaccounts and move to Unlimited when your client roster grows.

Can I see the platform first?

Yes. Book a walkthrough and we will show you the real CRM, answer questions, and discuss any fulfillment services you need.

Book a walkthrough

See the real platform with us.

Pick a time that works. We’ll walk through the CRM, answer your pricing questions, and discuss any done-for-you services your agency needs.

Run the agency from one place.

Choose the account limit that fits today, or book a walkthrough of the real platform.