Deal Management
Every deal, tracked with surgical precision.
Multi-pipeline kanban with per-stage required fields. File versioning with revert-to-version. Append-only stage transition log. Built for teams that audit their pipeline, not just guess at it.
Q2 Pipeline
Enterprise Sales
New
$48K
Acme Corp renewal
Acme
$48K
Qualifying
$124K
Globex expansion
HOTGlobex
$120K
Wayne Ent. onboarding
Wayne
$86K
Proposal
$342K
Stark Industries Q2
HOTStark
$224K
Negotiation
$218K
Umbrella CRM migration
Umbrella
$96K
Multi-pipeline by default
Run new business, renewals, and expansion on parallel pipelines. Clone a pipeline in one click. Every pipeline has its own card display, lost reasons, win reasons, and rules.
File versioning per deal
Every deal carries a versioned file vault. Upload v2 of the contract — Pulse keeps v1 with one-click revert.
Stage transition log
Append-only history with time-in-stage seconds per transition. Forecast accuracy you can defend in a board meeting.
Anatomy
Every region, explained.
Deal header
Title, amount, currency, owner, contact, company, expected close date — editable inline.
Stage rail
Visual progress with click-to-move. Stage requirements enforced before transition.
Weighted value
Value × stage probability + per-deal probability override. Forecast category badge (commit / best case / pipeline / omitted).
Files vault
Drag-drop with version history. Auto-categorized (contract / NDA / proposal / etc.).
Followers + favorites
Star your priority deals. Followers see updates; auto-follow on assignment.
Activity timeline
Every email, call, meeting, note, and stage move on one chronological feed.
Deep dive
Everything that's in the box.
Stage requirements
Fields you mark required for a specific stage block the transition until filled. Eliminates 'forgotten' deal data.
Weighted forecast value
Per-stage win probability × deal value, with per-deal override. Rolls up to dashboard and reports.
Stale deal detection
Per-stage SLA in days. Deals that exceed it flip a stale flag and surface in the at-risk dashboard.
Deal duplication
Clone a deal in one click for repeat-customer or split-deal workflows.
Win/lost reasons
Per-pipeline reason lists, required on close. Reports break down won/lost by reason.
Bulk actions
Bulk update stage, owner, value, tags, custom fields across selected deals. Bulk export to CSV.
Soft archive + 30-day purge
Archive deals out of view; auto hard-delete after 30 days via background job.
Deal favorites + Followers Hub
Per-user starred deals + unified following hub across deals, contacts, and companies with per-record notification level.
In the wild
How teams use it.
"Stage requirements eliminated our 'data hygiene Friday' meetings overnight."
Maya J.
Logistics, 40 reps
"We won a customer dispute because file versioning showed the exact contract version they'd signed."
Lina R.
B2B services, 18 reps
"Stale deal alerts surfaced six revivable opportunities I'd written off."
Tomás D.
SaaS, 12 reps
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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