





Easily and quickly update user pipeline views






Supported Operating System(s):
Mac OS, Web browser (OS agnostic)About Pulse Mortgage CRM
"Pulse CRM is a Customer Relationship Management solution specifically for the mortgage industry. The solution is cloud-based and OS agnostic. It delivered through a browser-based dashboard, so provides updated information on clients.
Pulse offers functionality in marketing automation, sales automation, customer service and support, web self-service, channel management, customer analytics and product configuration. It integrates with Calyx PointCentral, DMD DataTrac, MS Outlook and Exchange.
It suitable for smaller to mid-sized mortgage companies looking for a subscription-based option. FocusIT provides templates for emails and task lists to get which can be customized according to the needs.
Users can create automated loan status alerts to up...
Easily and quickly update user pipeline views
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)Share your thoughts with other users. Write a review
Filter reviews by:
Sort by: Most Helpful | Most Recent