Your weekly executive briefing.
Pulse audits every pipeline, stage and fulfillment step in your business, tracks the KPIs standard dashboards miss, and tells you the fires to fix this week and how to fix them.
Read only access. No setup on your end. First two weekly reports included in your trial.
You cannot manage what you cannot see.
Standard dashboards show activity, not performance. Stalled deals, slow follow up and missed fulfillment steps hide until they cost you.
Stale follow ups
How many open deals have gone 30 days without a follow up, and who owns them?
Hidden slow stages
Which stage is quietly your slowest?
Unclear ownership
Is that deal waiting on the customer, your team, or a vendor?
Silent failures
Would you know if an automation stopped firing?
Three steps. We handle the setup.
Pulse is a read only enterprise knowledge agent that looks deep inside your Reachific pipelines and conversations, then reports key insights to your leadership team.
Connect
We connect Pulse to your Reachific account with read access only. It analyzes your pipelines and native integrations and never overwrites or changes a thing.
Audit
Every week Pulse audits every pipeline, stage, fulfillment step and customer conversation: time in each stage, the last touch on every deal, who it is waiting on, and how your team follows up.
Report
Every Monday morning you get an executive summary with your top fires and the fix for each one, plus week over week trends, so leadership knows exactly where to act.
Built for the people who run the numbers.
Operations leaders and executives
You run on numbers and want the full picture without chasing it.
Owners managing a team
You need to know who is following up and who is not.
Multi location and multi service businesses
Every location and service line audited the same way, every week.
Anyone who measures every step of the pipeline
You want every stage tracked, not just the final sale.
The KPIs leadership actually needs.
No logins and no dashboards. Read it in five minutes, assign the fires, and get on with your week.
Pipeline velocity
How fast deals move through every stage, and where they slow down.
Stage conversion
Where prospects advance and where they drop off.
Response times and follow up
How quickly your team answers, and whether every lead gets a follow up.
Fulfillment bottlenecks
Which steps stall, who owns them, and what is waiting on whom.
Your report also includes a scorecard with week over week trends, neglect flags and a summary of work done for you.
What lands in your inbox every week
Executive summary
Your whole operation in plain English.
Top burning fires
Ranked, so you know what to fix first.
A fix for every fire
A recommended action for each one, so nothing sits.
Week over week KPI trends
See what is improving and what is slipping.
Where deals stall
Pipeline stage conversion, with the stages where deals get stuck.
Team follow up accountability
Pulse reviews customer conversations to show which team members are following up and which leads are being left waiting.
Start free. See it in action first.
Your 14 day trial starts with a free audit and includes your first two weekly reports. Card required to start. Cancel before day 15 and you pay nothing.
Pulse Core
Your 3 most important pipelines, watched every week.
- 3 Reachific pipelines of your choice
- Monday report with your Top 3 fires
- Scorecard with week over week trends
- Top 3 to dos for each pipeline
- 3 AI recommendations every week
- Top 3 customers waiting on a reply
- Automation health summary
- Read only. We never change your data.
Pulse Pro
Every pipeline, a wider view, plus your native integrations.
- Everything in Core, plus:
- Every Reachific pipeline
- Top 5 fires every Monday
- Top 5 to dos for every pipeline
- 5 AI recommendations every week
- Top 5 customers waiting on a reply
- Full automation health checks, step by step
- Data from your native Reachific integrations
- Quarterly leadership report
Pulse Board
See everything, plus executive advice for leadership.
- Everything in Pro, plus:
- Every to do in every pipeline
- Every customer waiting on a reply
- Executive AI Advisor built from 90 days of your pipeline history
- What to fix first for the most dollars
- Annual board report card with year over year trends
- Reports ready to share with your board
Pulse Enterprise
Everything in Board, plus your outside systems.
- Another CRM, database, spreadsheet or outside automation tool matched against your pipelines
- Monitored every week
- Multiple locations or brands
- Custom report schedules
- A dedicated point of contact
AI usage is billed to your Reachific wallet at low per use rates. Outside systems not natively integrated with Reachific can be added on any plan through a custom API integration, quoted separately. Reachific platform plans are separate and start at $97/mo.
Reachific Pulse, answered
Who is Pulse built for?
Managers, operations leaders and executives who measure every step of the pipeline, owners managing a team, and multi location or multi service businesses.
How is this different from my dashboard?
Standard dashboards show activity. Pulse audits performance: it tracks stage conversion and response times, reviews customer conversations to see who on your team is following up, and tells you the fires to fix this week and how to fix them.
Do you change anything in my account?
No. Pulse is read only. It looks at your pipelines and reports what it finds, and it never overwrites or changes your data.
How long is setup?
There is nothing to install on your end. Pulse connects with read access only, and your first report arrives on a Monday morning.
How does the 14 day free trial work?
Your trial starts with a free audit and includes your first two weekly reports, exactly as your plan delivers them. A card is required to start. Cancel before day 15 and you pay nothing.
What is the difference between the plans?
Core watches your 3 most important pipelines. Pro covers every pipeline and your native integrations. Board adds an Executive AI Advisor and board ready reports. Enterprise adds your outside systems, multiple locations and a dedicated contact.
Can I cancel anytime?
Yes. You can cancel before day 15 of your trial and pay nothing, and you can cancel your plan at any time after that.
Do I need a Reachific platform plan?
Pulse works with your Reachific account. Platform plans start at $97/mo with a 14 day free trial, and you can start your trial here. Questions? Book a free strategy call.
See every fire in your business this week.
Start your trial and get your free audit and first two weekly reports, or book a strategy call and let our team walk you through Pulse.
This is the briefing, at a glance
A fictional example of one weekly Pulse. Every number, name and order below is invented.
- Pipeline health improved 4 points, but 11 jobs are past their time limit.
- Most delays this week are waiting on customers and one late vendor.
- One broken automation held 3 paid jobs in the wrong stage. Fix it first.
Deals pile up at Proof sent and Awaiting payment. Those two stages hold 46% of your open jobs.
Sample report. All names, jobs and numbers are invented.
Know exactly what is holding things up
Every stuck job gets one color, so you can see who needs to act at a glance.
Unaccepted proposals, missing details or unpaid invoices. Time for a nudge.
A stage that never moved, a delayed supply chain or a missed call. Your staff can clear it.
Outside work with no date and nobody tracking it. Time to ask for one.
An email never sent or a step that never moved. Something needs fixing.