--- title: "SalesPulse Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SalesPulse Software - reviews, pricing plans, popular comparisons to other Sales Forecasting products and more." source_url: "https://www.capterra.com/p/10035103/SalesPulse/" page_type: "product" language: "en" --- # SalesPulse Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) SalesPulse ## What is SalesPulse? SalesPulse is a CRM software that combines customer relationship management capabilities with a built-in phone system and AI-powered features. The platform includes the LeadPulse system for delivering real-time inbound leads and CallPulse for routing calls directly to agents. The integrated phone system enables making and receiving calls through a browser with features like business numbers, call recording, and AI transcription. The software enhances lead management through AI-powered scoring, automated follow-ups, and intelligent routing. Additional features include SMS and email automation for campaigns, scheduling tools, and an analytics dashboard that provides insights into performance metrics. ## What is SalesPulse used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SalesPulse?[Manage this product listing](https://www.g2.com/products/salespulse/claim_requests/new?auto=true) ## SalesPulse Overview Updated September 2026 AI summary SalesPulse is a cloud-based CRM solution for small, midsize, and enterprise businesses seeking to manage sales pipelines, contacts, and leads. It features activity dashboards, calendar and email management, document storage, and sales reporting. Optional tools like AI Copilot, marketing automation, and forecasting further support sales and campaign processes, while built-in data security addresses business information protection needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SalesPulse 5.0 (2) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $39 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.0 (18,145) Value For Money 5.0 (2) Value For Money 4.0 (12,831) Customer Service 5.0 (2) Customer Service 4.1 (14,063) ## SalesPulse alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) ## FAQs about SalesPulse Overview ### What company size and specific industries is SalesPulse built for? SalesPulse is designed for life insurance agencies and insurance businesses of all sizes, including final expense agents, Medicare specialists, insurance professionals, and agency owners. It is built for teams working in life insurance and related insurance sales sectors that need support for agent and agency operations. Features and Usability ### What are the key features of SalesPulse? SalesPulse offers CRM, sales pipeline management, lead capture, lead generation, lead qualification, and lead scoring for managing prospects. It also includes contact management, calendar management, email management, email templates, campaign management, marketing automation, forecasting, sales reports, and an activity dashboard. Pricing ### How much does it cost and what fees or limitations are included? SalesPulse starts at $39 per month for the Basic CRM plan, which includes a 7-day free trial with no credit card required. The Standard Agent plan costs $79 per month, Premium Recruiter is $129 per month, and Enterprise pricing is not listed. Getting Started and Support ### What training and onboarding options does SalesPulse offer? SalesPulse provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does SalesPulse offer? SalesPulse provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Without reviewer feedback on support experience, no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate several ways for users to seek product guidance and troubleshooting. ## Features AI summary Based on 14,838 Sales Forecasting reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SalesPulse supports **Data Security**. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which gives teams a way to organize customer details and keep relationship information accessible in one place, helping businesses manage interactions more efficiently and protect important records. Data Security 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Contact Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Forecasting 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Lead Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Lead Scoring 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Mobile Access 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices SalesPulse 26 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Security: Protect sensitive data for digital privacy - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Quotes/Estimates: Generate quotes or estimates for customers - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial [View pricing plan details](https://www.capterra.com/p/10035103/SalesPulse/pricing/) Basic CRM $39.00 Flat Rate,Per Month It includes: - Unlimited Contacts - Dashboard & Analytics - Calendar & Task Management - Email Communications - Templates & Media Library - Full Insurance Training (All Verticals) - CRM Training Access Standard Agent $79.00 Flat Rate,Per Month It includes: - AI-Powered Auto Dialer - AI Voice Agents (24/7 Calling) - AI Lead Scoring & Qualification - AI Call Transcription & Summaries - Built-In Softphone System - SMS & Email Automation - Workflow Automation Builder - Advanced Analytics & Reports - Sales University Access Premium Recruiter $129.00 Flat Rate,Per Month It includes: - Recruiting Dashboard - Job Posting Management - Candidate Pipeline - Application Management - Team Analytics - Priority Support Enterprise Custom Quote Available. It includes: - Unlimited Team Members - Custom Integrations - Dedicated Account Manager - White-Label Options - Custom Training Programs - SLA Guarantees - 24/7 Priority Support Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LH Loren H. Insurance producer Insurance ### "Organized pipeline " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 15, 2026 SalesPulse makes it easier to stay organized with prospects. It keeps my pipeline organized. Very helpful for managing client communication. Pros Having everything in one place, way easier than jumping back and forth through tools and systems. It’s also super easy to use, I was able to actually get to business without dealing with all the admin stuff first. Cons No complaints actually, I’ve never had an easier time keeping up with everything. SalesPulse practically gave me my home life back. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CH Christian H. Managing Partner Insurance ### "Finally a CRM built "Specifically" for Life insurance closers!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 19, 2026 Pros As someone who runs a high-volume life insurance call center, I’ve tested just about every CRM out there — GoHighLevel, custom Salesforce setups, and other all-in-one platforms. Most of them are generic. You spend more time configuring pipelines, automations, and phone integrations than actually selling. SalesPulse is different. It’s clearly built for how life insurance agents actually operate — fast lead contact, clear pipeline movement, call tracking, follow-up automation, and visibility from lead all the way to issued policy. What stood out to me: • Built-in calling and SMS without having to piece together outside tools • Insurance-specific pipeline stages • KPI reporting that actually reflects real insurance metrics • Designed for both solo agents and high-volume call centers The biggest win for us was speed. We didn’t have to reinvent workflows. Agents could plug in and sell immediately. If you’re running final expense, telesales, or live transfers, this platform feels like it was built by people who understand insurance sales — not just generic SaaS developers. Highly recommend checking it out if you’re serious about scaling. — Christian Hays Managing Partner at Keystone Legacy Group Cons Honestly cant not say anything negative about this product. Its beyond innovative and has helped my call center flourish!! Switched from [HighLevel](https://www.capterra.com/p/177156/HighLevel/) Price and ease of use/capabilities with Salespulse Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.