For agencies
Run every client pipeline from one dashboard
New business, existing accounts and project delivery — each with its own pipeline, its own stages and its own account manager. Pulse gives agency leadership the visibility a spreadsheet can't.
- Multiple pipelines with agency-specific stage names
- Assign deals to account managers, filter by owner
- Calendar view for upcoming close dates and task deadlines
- Pipeline review dashboard for weekly standups
Good morning, Thandi 👋
Here's how your pipeline is doing today.
$81,720
+18%
5
+6
1,284
+41
$7,900
+22%
Acme — Maintenance retainer
Acme Manufacturing
Northwind — POS refresh
Northwind Retail Group
Acme — Annual supply contract
Acme Manufacturing
Blue Harbour — Add-on modules
Blue Harbour Logistics
Why teams like yours pick Pulse
Multiple pipelines
Separate new-business, retainers and project delivery — each with the stages your agency actually uses.
Account manager assignments
Every deal has an owner. Filter, forecast and review by AM in one click.
Pipeline review dashboard
Run Monday-morning standups from a live dashboard, not a static slide deck.
Calendar view
See close dates and task deadlines across every AM in a single calendar — spot capacity issues early.
Handoff workflows
Deal-won triggers a delivery handoff record so nothing falls between sales and account management.
Client hierarchy
Track brands, holding companies and subsidiaries — one contact, many companies, full context.
How agencies run Pulse
- 1
Create pipelines per service line
New biz, retainers, project delivery — set stages once and clone as you add lines.
- 2
Assign account managers
Route inbound deals to the right AM automatically or by hand.
- 3
Forecast by close date
See the revenue landing this quarter — filtered by team, client or service.
- 4
Review weekly
Open the pipeline dashboard for Monday standups. No slide-deck prep required.
“We manage 40+ live client engagements. Pulse replaced our Trello + spreadsheet + inbox setup with one dashboard the whole leadership team actually opens on a Monday morning.”
Get started
See Pulse configured for agencies
Book a 20-minute walkthrough — multiple pipelines, account managers and client dashboards.
ZAR pricing · Migrate from Zoho or HubSpot at no cost
Give your agency a single source of truth
Multiple pipelines, account manager assignments and a calendar view — from $19 / R349 per user on Growth.