# Pulse365 Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Pulse365 Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10038389/Pulse365/reviews --- # Pulse365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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)[Integrations](#integrations)[Support](#support) Pulse365 ## What is Pulse365? Pulse365 puts your phone system and CRM in the same platform so nothing gets lost between tools. Independent agents and small teams are constantly jumping between a CRM, a separate dialer, and a spreadsheet to track who needs a callback. Pulse365 replaces that entire stack with one clean system: built-in calling, a full contact and pipeline management CRM, automated multi-step follow-up sequences, and analytics that show you exactly what is happening with your pipeline. Every call is logged automatically. Every follow-up is tracked. Every client has a complete history, right where you need it. Features include built-in calling and advanced routing, pipeline and contact management, automated follow-up sequences, real-time activity reporting, and state licensing compliance tools for multi-state operators. Built for insurance, mortgage, technology, and small business teams. Starting at $55 per user per month. No long-term commitment. Visit pulse365.co to get started. ## What is Pulse365 used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $55 Per User, Per Month Free trial not available 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 Pulse365?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.pulse365.co&name=Pulse365) ## 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. ### Pulse365 0.0 VS. [4.5 (4,462)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $55 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (4,363) Value For Money 0.0 (0) Value For Money 4.3 (3,497) Customer Service 0.0 (0) Customer Service 4.4 (3,506) ## Pulse365 alternatives [4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,977)](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 Highest Rated [4.7 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (822)](https://www.capterra.com/p/152769/eWay-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 ## FAQs about Pulse365 Overview ### What company size and specific industries is Pulse365 built for? Pulse365 is designed for independent agents, brokers, and SMB sales teams in insurance, mortgage, finance, first responder distribution, retail, education, and non-profit organizations. It fits small and medium-sized businesses that need support across these sectors. Features and Usability ### What are the key features of Pulse365? Pulse365 offers sales pipeline management, lead management, contact management, and task management for tracking customer work. It also includes marketing automation, campaign management, and workflow management, plus reporting/analytics, customizable reports, activity dashboard, alerts/notifications, document storage, email templates, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Pulse365 starts at $55 per user per month for the Essential plan for small teams, with a 15% annual discount. Local numbers cost $2 per number per month, toll-free numbers $3, and voice calls $0.02 per minute. The $75 Professional plan adds unlimited leads, storage, team members, workflows, and call transcription. Integrations ### Which third-party tools and platforms does Pulse365 integrate with? Pulse365 connects natively to Zapier, giving it access to a wide range of third-party tools and platforms through automation workflows. This integration links Pulse365 to apps across communication, productivity, and data management without requiring direct native connections to each individual service. Getting Started and Support ### What training and onboarding options does Pulse365 offer? Pulse365 provides documentation for teams that need written reference material during setup and ongoing use. Documentation can support self-paced review of product features, process steps, and configuration details without requiring live training sessions or video-based instruction. Getting Started and Support ### What customer support options does Pulse365 offer? Pulse365 provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users written guidance and a place to look for answers or submit questions directly. No reviewer feedback about support experience is available, so support quality and response times cannot be assessed. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases 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 Customizable Reports Alter the layout and content of reports Pulse365 21 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Alter the layout and content of reports Import and export data to and from software applications Store and organize documents in a centralized system Pre-made examples and templates for emails Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Generate quotes or estimates for customers View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Essential Plan $55.00 Per User,Per Month It includes: - 5,000 leads - 5 team members - 5 workflows - 5GB storage Professional Plan $75.00 Per User,Per Month It includes: - Unlimited leads - Unlimited team members - Unlimited workflows - Unlimited storage - Includes call transcription and advanced call features ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) 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 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 ## 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.