Pulse Mortgage CRM Review - why 2.8 stars?
Compare Pricing
| ITQlick Score: | 79/100 |
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| ITQlick Rating: |
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| Pricing: | 4.8/10 - average cost |
| Category: | CRM -> Pulse Mortgage CRM review |
| Ranking: | Ranked 191 out of 605 CRM systems |
| Company: | FocusIT, Inc |
| Pricing: | starts at $49 per license |
| Typical customers: | SMBs |
| Platforms: | Desktop |
| Links: | Pulse Mortgage CRM pricing, Pulse Mortgage CRM alternatives |
Shlomi Lavi / updated: Feb 07, 2022We publish unbiased reviews. Our opinions are our own and are not influenced by payments from advertisers. This content is reader-supported, which means if you leave your details with us we may earn a commission. Learn why ITQlick is free .
Table of Contents
What is Pulse Mortgage CRM?
Pulse Mortgage is a customer relationship management solution for all business sizes. It offers a variety of administrative, analytics, and market automation solutions. The software was designed and launched by focusIT, Inc., founded in 2002 and headquartered in Arizona, United States.Who is it best for?
The software is extensive and flexible enough to meet the needs of any business size and type. Industries in which the software has mostly been deployed include financial services, retail & sale, mortgage, 3rd party logistics providers, manufacturing, and others. Customers of the software mainly hail from North America.Main features and functionalities
Core automation features of the software include campaign dashboard, campaign management, email marketing, billing & invoicing, contact management, customer database, and lead management. It also offers analytics and productivity features of custom reports, dashboard, sales reports, data import and export, and task management.Pulse Mortgage offers customization of dashboard and also provides sandbox environment. It provides integration with Microsoft Outlook and offers secure admin profiles.
What is the actual cost?
The Price for Pulse Mortgage CRM starts from $49 per License.ITQlick pricing score is 4.8 out of 10 (10 is most expensive). Access ITQlick pricing guide for Pulse Mortgage CRM.
Pros
- Pulse Mortgage allows customization of reports, dashboard and user interface.
- The software allows integration with third party applications, most notable with Microsoft Outlook.
- Productivity module of Pulse Mortgage allows import and export of data in various formats.
Cons
- Pulse Mortgage does not offer separate modules for collaboration and customer service.
- Automation features of the software do not include mailing list management and quote management.
How it stacks up?
Access a head to head analysis of Pulse Mortgage CRM vs alternative software solutions.Frequently Asked Questions (FAQs)
List of categories
List of features
Auditor - Shlomi Lavi
Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.