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Pulse

Activities

Every conversation, on one chronological timeline.

Activities are polymorphic — every call, email, meeting, and note attaches to the contact, company, deal, or lead it belongs to. Then it threads, gets @mentioned, and reacts in emoji. Sales feels like a team sport again.

Polymorphic by design

One activity can attach to a contact, company, deal, or lead — without duplicating data. You see the same conversation from every record.

Threaded comments

Reply to an activity with a comment thread. Parent-child structure means real discussions, not flat notes.

@mentions and reactions

Tag a teammate to bring them in. React with emoji. Notifications fan out to in-app, email, and Web Push.

Anatomy

Every region, explained.

1

Activity type

Call, email, meeting, note, task, file — each with its own icon and metadata.

2

Event kind + direction

Inbound vs outbound, scheduled vs completed. Duration tracked in seconds for calls and meetings.

3

Pin

Pin critical activities to the top of the timeline so they don't get buried by recency.

4

Comments + reactions

Threaded comment replies with emoji reactions. Soft-deletable; audit log preserves the trail.

5

Outcome + reminders

Record the outcome of a call or meeting. Set a reminder at any future time.

6

Realtime

New activities and comments push to all watchers via SolidCable. No refresh.

Deep dive

Everything that's in the box.

Pinned activities

Surface the activity that matters above chronological feed. Per-record, per-user.

Reminders with notifications

Set a reminder; Pulse fires an ActivityReminderJob every minute and pushes notifications to in-app, email, and Web Push channels.

Direction tracking

Inbound vs outbound on every call, email, and meeting — feeds engagement score and rep activity reports.

Threaded comments

Parent-child comment trees. Reply to a specific comment, not the whole activity.

Emoji reactions

Six-emoji palette per comment. Aggregated counts displayed inline.

@mention notifications

Type @ to suggest teammates. Mentioned users get notification + Web Push + optional email.

Attach files

Drag-drop file attachments per activity. ActiveStorage-backed; counts toward per-deal vault if attached to a deal activity.

Outcomes

Record outcomes per activity type (e.g., 'connected', 'voicemail', 'no answer' for calls). Drives next-best-action recommendations.

In the wild

How teams use it.

−40% Slack noise

"Threaded comments killed our internal Slack-about-deals problem. The conversation lives where the deal lives."

Carlos R.

B2B services, 18 reps

Faster ramp

"Pinned activities mean my new reps always see the deal context first."

Priya K.

SaaS, 24 reps

+18% saved deals

"Real-time pushes mean my CRO actually catches deals before they go stale."

Maya J.

Logistics, 40 reps

Pulse vs. The Old Way

A different league.

Pulse CRM
Spreadsheet / legacy CRM
Polymorphic attachment
One activity, multiple record types
Duplicate logs per record
Threaded comments
Parent-child reply trees with reactions
Flat notes only
Pinned activities
Per record, per user
Workaround via tags
Realtime sync
SolidCable push, sub-second
30-second polling

Keep exploring

Related features.

FAQ

Frequently asked

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