Pulse Software Features

Pulse Software is a modular system allowing you to customise your Pulse package with the features your business requires.

Base Package;

The base package of Pulse Software provides you with the functionallity required to effectively monitor and track your business within the one software package;

  • Pulse Monitor
  • Client Relationship Management
  • Sales and Marketing
  • Activities
  • Human Resource Management
  • Products/Services
  • Job Management
  • Job templates
  • Time tracking and billing
Document Management;

To further enhance your Pulse software, our document management system enables your business to store, link and retrieve all your company’s documents in the one location.

  • Link e-mails and documents to Customers or job files in Pulse
  • Invoices and purchase orders easily located from accounting software
  • Documents only stored once in the database, but can be linked to numerous areas throughout Pulse, saving on storage space and avoiding retirving the incorrect version of a document.
  • Use our powerful seach engine to search for documents on a number of keywords or indexes, or on a full text search.

Click here to find out more about our Document Management Software, Info-Organiser.

Accounting Link;

Pulse software can seamlessly link through to most windows based accounting software packages, reducing duplication of data entry, and ensuring real time data is available in your Pulse Monitor

  • Invoice in Pulse from a job or a sale and automatically update your accounting package
Pulse Monitor;

Pulse Monitors are the ultimate in business monitoring. Pulse monitors collate real time data from all areas of the business, providing you with the information you and your management team require to make critical business decisions at the right time! Pulse monitors can show you;

  • Sales and KPI’s
  • Pipeline sorted by Marketing Source
  • Track your outstanding actions
  • Display active quotes
  • Today’s activities
  • Next action for leads
Client Relationship Management

Client relationship management is made easy by the Pulse software system, and allows you to monitor and track accounts, contacts and activities by using combination queries:

  • Add/Edit/Delete and Track Accounts and Contacts
  • Multiple addresses such as billing, mailing, etc stored for each account
  • Sales information such as account manager, marketing source, service manager
  • Account category such as customers, resellers, supplier, etc
  • Account type such as company, individual, trust, partnership, etc
  • Manage relationships with other accounts
  • Associated tax and billing information including TFN, ABN, Industry, Customer Billing Rate, GST and
  • Phone numbers and email address
  • Job title & department
  • Track indexed documents stored in Info-Organiser relating to the account
  • Track and manage complete history of ad hoc notes quotes, leads, jobs and other activities associated
Inventory; Coming Soon

Pulse Software has an inventory module to monitor and manage your business inventory requirements.

  • Add/Edit/Delete and Track inventory
  • Link inventory to customer accounts
Asset Management; Coming Soon

Keep control of your asset register within Pulse software. Coupled with our document management module, Pulse can ensure you can track your assets and store your original receipts in the same system.

  • Record new assets automatically from your accouting software
  • Never have to search for original purchase doumentation again
Specialist Modules:
Accounting and Financial Services Module;

This module provides Accounting and Financial services organisations with valuable tools to assist them with the more complex relationships of their clients and help them meet the compliance requirments of their industry. Included in this module are the following features;

  • Client Relationship levels
  • Individual and Company Tax management
  • BAS lodgment management
Campaign Management:

For a higher level of sales and marketing control, our campaign management module links directly into Campain Executive Software. This module will assist your Marketing department to monitor and deliver more effective marketing campaigns. Real time data is passed back through to Pulse software allowing Marketing and Management personnel to monitor the progress and results of the campaign;

  • Campaign planning, design, test and execution
  • Real Time monitoring of Marketing Campaign results
  • Build campaign templates
  • Market segmentation and targeting
Graphical Design system; Coming Soon

Allow your staff to design and save graphical images as templates for ordering ;

  • Allow user to select, drag and drop to design
  • Image is saved in the document management system, and linked to customer or job
  • Embed image onto quotes for approval
Call us now: 1300 651 014 (free call), Email: info@info-organiser.com