REACHIFIC™ Pulse

See stuck orders before your customer calls.

Q: Is my data safe?

Yes. Reachific Pulse uses read only access. It cannot edit, delete, or message anyone in your account, and you can revoke access at any time.

Q: Do you change anything in my account?

No. Pulse reads and reports. Your team makes the fixes, or our team can make them for you as a separate service.

Q: What does the free pipeline audit include?

Your free audit is a full report on your plan: every open order, how long it has been in each stage, who it is waiting on, which orders nobody has followed up on, customers waiting on a reply about their order, broken handoffs between steps, and the health of your automations. You get the results whether or not you continue.

Q: What is the difference between the plans?

Core watches your 3 most important pipelines with the top 3 of everything. Pro covers every pipeline with the top 5 of everything, plus your native integrations and a quarterly leadership report. Board shows everything with nothing held back, plus the Executive AI Advisor and board ready reporting. Enterprise adds your outside systems.

Q: What is the Executive AI Advisor?

A strategic section of your report, included in Pulse Board. It uses 90 days of your pipeline history to recommend what to fix first for the most dollars, where capacity is stretched, and which changes will move the most orders. Think of it as a weekly operations advisor that has read every order.

Q: Which systems does it work with?

Your Reachific pipelines on every plan. Pro and Board also include data from your native Reachific integrations, like payments, calendars, and forms. Outside systems such as another CRM, database, or automation tool can be added through a custom API integration, quoted separately and connected only with your permission.

Q: Who gets the report?

Anyone you choose. Most teams send the weekly report to operations and the quarterly summary to leadership.

Q: How long is setup?

There is nothing to set up on your end. Pulse reads your Reachific account directly. Custom integrations with outside systems are scoped separately. Your first audit arrives within 3 business days.

Q: How does the 14 day free trial work?

Your trial includes your first two weekly reports, exactly as your plan delivers them. The first sets your baseline, and the second shows what changed week over week. A card is required to start. If Pulse is not earning its place, cancel before day 15 and you will not be charged. Otherwise your plan starts and the Monday reports keep coming.

Q: Can I cancel?

Yes. Pulse is month to month. Cancel anytime.

Reachific™ Pulse audits your pipelines and sends you an actionable report every Monday. It shows what is stuck, who it is waiting on, and the one action that clears it.

Get Your Free Audit

See a Sample Report ↓

Read only access · No setup on your end · First two reports free

Read Only

Every Monday

2 Free Reports

AI Powered

Read Only

Every Monday

2 Free Reports

AI Powered

Read Only

Every Monday

2 Free Reports

AI Powered

Deep Insights to Maximize Management Efficiency

?

How many open orders have gone 30 days without a follow up?

?

Which stage is quietly your slowest?

?

Is that order waiting on the customer, your staff, or a vendor?

?

Would you know if an automation stopped firing?

?

How many open orders have gone 30 days without a follow up?

?

Which stage is quietly your slowest?

?

Is that order waiting on the customer, your staff, or a vendor?

?

Would you know if an automation stopped firing?

?

How many open orders have gone 30 days without a follow up?

?

Which stage is quietly your slowest?

?

Is that order waiting on the customer, your staff, or a vendor?

?

Would you know if an automation stopped firing?

If you had to guess on any of these, Reachific™ Pulse gives you the answer.

Pulse is a read only AI Agent built to look deep inside your pipelines, analyzing data hidden below surface level dashboard metrics, and reports key insights to your management team.

How it Works

Three Steps. Nothing to install.

Keep your finger on the pulse of your business pipelines.

1

Connect

Read Access Only

Once connected, our system analyzes your pipelines, plus native integrations inside of your Reachific™ account. We never overwrite or change a thing.

2

Audit

AI reviews your pipelines

Time in each stage, the last time anyone touched it, and who it is waiting on right now, Trends in friction points, and KPIs metrics for deep management insights.

3

Report

Monday morning, in your inbox

See urgent items, silent failures, and track KPIs trends from week to week. Walk away knowing exactly what action items need focus this week.

Sample Report

This is what lands in your inbox every Monday.

No logins, no dashboards. Read it in five minutes, hand out the fires, and get on with your week.

From: Reachific Pulse <[email protected]> · Monday 7:00 AM

Your Monday Pulse for Northfield Cabinet Co.

Top 5 fires this week Fix first

#	Order	Stuck in	Days	Waiting on	Owner	One action
1	2198 · Kitchen island	Materials ordered	34	Vendor	Marcus	Get a ship date from the supplier today
2	2231 · Custom vanity	Proof sent	21	Customer	Dana	Call to confirm the proof, email has not worked
3	2177 · Closet system	Final payment	18	Customer	Priya	Resend the invoice with a pay link
4	2219 · Media console	Awaiting payment	6	Automation	System	Paid 6 days ago but never moved. Move it forward.
5	2240 · Pantry build	Ready to schedule	9	Staff	Marcus	Book the install date

12198 · Kitchen islandVendor

Materials ordered · 34 days · Marcus

Get a ship date from the supplier today

22231 · Custom vanityCustomer

Proof sent · 21 days · Dana

Call to confirm the proof, email has not worked

32177 · Closet systemCustomer

Final payment · 18 days · Priya

Resend the invoice with a pay link

42219 · Media consoleAutomation

Awaiting payment · 6 days · System

Paid 6 days ago but never moved. Move it forward.

52240 · Pantry buildStaff

Ready to schedule · 9 days · Marcus

Book the install date

Scorecard vs last week

42 ▼ 3

Open orders

11 ▼ 4

Past their time limit

38d ▼ 4

Avg days to complete

3 ▼ 2

Customers waiting on a reply

Neglect flags No follow up

2164 · Mudroom bench: 41 days, no contact since the deposit

2182 · Wine rack: 33 days, quote viewed, never followed up

2190 · Office desk: 31 days, waiting on measurements

Automation alert Broken step

2219 was paid 6 days ago but still sits in Awaiting Payment. The payment automation did not move it.

Work done for you This week

157orders checked

232conversations reviewed

55automations verified

Sample report. All names and orders are invented.

Want this report for your own pipeline?

Get Your Free Pipeline Audit & Report

Read only access · No setup on your end · First two reports free

WHO IS IT WAITING ON

Every stuck order is waiting on someone or semething.

Pulse tells you who.

Customers

Staff

Vendors

Automations

Customers

Staff

Vendors

Automations

Example split. Your audit shows your real one.

Waiting on a customer

Unaccepted proposals, missing details, unpaid invoices.

Pulse flags it

Who needs a nudge and how long they have gone quiet.

Waiting on your staff

A stage move, a delayed supply chain, a missed call.

Pulse flags it

The owner, the order, and the one click that clears it.

Waiting on a vendor

Outside work with no date and nobody tracking it.

Pulse flags it

Which vendor is late and what to ask them for.

Waiting on automation

An email never sent or a step that never moved.

Pulse flags it

Which automation broke, when, and which orders it held up.

The Difference

Your pipeline shows where orders are.

**Pulse shows why they are stuck.**

What you get	Pipeline view	Manual spreadsheet	Reachific Pulse
Finds stuck orders	If you scroll	If kept current	✓
Measures time in each stage	✕	By hand	✓
Shows who it is waiting on	✕	✕	✓
Flags orders nobody followed up on	✕	✕	✓
Flags customers waiting on a reply about their order	✕	✕	✓
Tells you what to fix first	✕	✕	✓
Catches broken automations	✕	✕	✓
Weekly report in your inbox	✕	✕	✓
Staff time required	Constant checking	Hours every week	5 minutes to read

Finds stuck orders

Pipeline view

If you scroll

Spreadsheet

If kept current

Pulse

✓

Measures time in each stage

Pipeline view

✕

Spreadsheet

By hand

Pulse

✓

Shows who it is waiting on

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Flags orders nobody followed up on

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Flags customers waiting on a reply about their order

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Tells you what to fix first

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Catches broken automations

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Weekly report in your inbox

Pipeline view

✕

Spreadsheet

✕

Pulse

✓

Staff time required

Pipeline view

Constant checking

Spreadsheet

Hours every week

Pulse

5 minutes to read

Pricing

**Start for Free. See it in action before you pay a thing.**

Your first two weekly reports are free. Keep going only if it earns its place.

Step 1Free baseline audit
Step 2Free follow up report
Step 3Plan starts day 15

Pulse Core

Your 3 most important pipelines, watched every week

$297/month

✓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 about their order
✓Automation health summary
✓Read only. We never change your data.

Start My Free Trial

Frequently Asked Questions

Questions before you take your business' pulse

Yes. Reachific Pulse uses read only access. It cannot edit, delete, or message anyone in your account, and you can revoke access at any time.

No. Pulse reads and reports. Your team makes the fixes, or our team can make them for you as a separate service.

Your free audit is a full report on your plan: every open order, how long it has been in each stage, who it is waiting on, which orders nobody has followed up on, customers waiting on a reply about their order, broken handoffs between steps, and the health of your automations. You get the results whether or not you continue.

Core watches your 3 most important pipelines with the top 3 of everything. Pro covers every pipeline with the top 5 of everything, plus your native integrations and a quarterly leadership report. Board shows everything with nothing held back, plus the Executive AI Advisor and board ready reporting. Enterprise adds your outside systems.

A strategic section of your report, included in Pulse Board. It uses 90 days of your pipeline history to recommend what to fix first for the most dollars, where capacity is stretched, and which changes will move the most orders. Think of it as a weekly operations advisor that has read every order.

Your Reachific™ pipelines on every plan. Pro and Board also include data from your native Reachific™ integrations, like payments, calendars, and forms. Outside systems such as another CRM, database, or automation tool can be added through a custom API integration, quoted separately and connected only with your permission.

Anyone you choose. Most teams send the weekly report to operations and the quarterly summary to leadership.

There is nothing to set up on your end. Pulse reads your Reachific™ account directly. Custom integrations with outside systems are scoped separately. Your first audit arrives within 3 business days.

Your trial includes your first two weekly reports, exactly as your plan delivers them. The first sets your baseline, and the second shows what changed week over week. A card is required to start. If Pulse is not earning its place, cancel before day 15 and you will not be charged. Otherwise your plan starts and the Monday reports keep coming.

Yes. Pulse is month to month. Cancel anytime.