SOPIQ Pulse · CRM and marketing

Pulse.
The customer side,
in one place.

Every contact, every conversation, every deal, and the marketing that fills the pipeline, in one record that never splits.

Start with SOPIQ Pulse $29 per user
SOPIQ® registered trademark
Every module full featured
30 day trial on each module
Microsoft 365, GCC High and Google
Powered by SOPIQ
What is in it

Every feature,
no light version.

Contacts, companies, campaigns, sequences, call campaigns, pipeline, documents with e-signature, texting, calendar and booking pages, reports.

Contacts and companies

  • One record per person with their own id, so a name or address change keeps every note, mail and deal attached
  • Companies with industries and sub-industries, locations, domains, owners and a dossier
  • Support contacts kept apart from marketing so a customer who writes to the desk is never mailed a campaign
  • Partner program: invite, agreement with signature or acceptance by hand, the partner portal where partners register leads and see only their own
  • Executive tick and title words so the desk knows when the CFO is on a ticket
  • Import from a spreadsheet, merge duplicates by id, every change on the timeline

Campaigns and sequences

  • Email campaigns to a Resend segment, several segments at once with one send per person, scheduled or now
  • Sequences: multi-step follow-ups that stop when someone replies, with tasks for the person who owns the contact
  • Opens, clicks, replies and conversions tracked back to the campaign and the contact, including form submissions on your websites
  • Suppressions, unsubscribes and a per-topic opt-out so a newsletter and a service notice are not the same thing
  • Brochures: a download page per brochure with the lead captured and the campaign credited

Calls, texts and meetings

  • Call campaigns: a list to call, split across callers, outcomes, retries and notes, driven from the contact page or any audience
  • Click-to-call through your own phone system and a call log on the contact
  • Two-way texting through your SkySwitch tenant with the thread on the contact
  • Calendar sync with Microsoft 365 (commercial and GCC High) and Google Workspace
  • Booking pages per person with a time zone picker, confirmations and calendar files

Pipeline and forecast

  • Deals by stage on a board, drag to move, owner, value, probability, close date, source and interest
  • Forecast by month and owner with won and lost history
  • Lead scoring from activity and replies, rules that assign and tag by themselves
  • Audiences saved from any filter and used by campaigns, sequences and call campaigns

Documents and signatures

  • Quotes, statements of work, agreements from templates with fill-in fields and merge tags
  • Signature by the customer and counter-signature by you, the PDF kept on the record and emailed to both sides
  • Files on a contact with a name and a reason, private, versioned

Reports and the inbox

  • Report builder with saved reports, schedules emailed as CSV, trends with target lines
  • Replies: the shared inbox of campaign and sequence replies, assigned, answered, turned into deals or tickets
  • Dossiers: an AI-written company brief from your records and the company's public pages, versioned, used as merge fields
$29 per user, annual commitment billed monthly; month to month available; two months free paid up front. Every account starts with SOPIQ Pulse, five users minimum; other modules are added per user. The first thirty days of the module are free.
Works with

The rest of the platform
is one click away.

Project management

SOPIQ Chart

Plans, people and time, with the project page the customer sees.

Explore SOPIQ Chart →

Start with SOPIQ Pulse.
Thirty days, no charge.

Tell us who you are and we set the account up within one business day.

Start with SOPIQ Pulse See the pricing