Sales Pulse | Lead Management

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Flag leads before they fizzle

Most reps know which customers they visited last week. What they miss is which customers should have ordered by now and have not. Sales Pulse surfaces those accounts automatically, triaged by urgency, so reps know exactly who to contact first and what to talk to them about.

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See Lead Management in action

Watch a quick walkthrough of how the Leads module works in practice, from how accounts are triaged through to how reps move through reminders, win-back and upsell opportunities.

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The science behind right place, right time

Every wholesale customer has a buying pattern: how often they order, what they order and when they order. Sales Pulse identifies that pattern from your ERP data automatically and flags the moment something changes or an order is overdue.

No manual analysis. No rep having to remember. The right account surfaces at the right time.

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A digital dashboard titled 'Sales Pulse' with colored vertical bars representing sales data, featuring circle icons with dollar signs at varying heights within each bar.
A colorful digital sales dashboard titled 'Sales Pulse' displaying various bar and bubble charts with dollar sign icons and heart icons representing different sales metrics.

Three ways Sales Pulse flags what needs attention

The Leads module is the working view for reps. It groups customers into reminders, win-back, and upsell opportunities, so reps can quickly see who needs a nudge, which accounts are at risk, and where there is room to grow the next order.

Screenshot of a customer relationship management dashboard with metrics on reorders, win-back customers, upsell opportunities, and contacted customers, featuring search and note functions.
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Reminders

A reminder is triggered when a customer’s usual reorder time has passed. Sometimes they forgot to order. Sometimes they are looking elsewhere. Either way, it is a chance for a rep to follow up before more revenue is lost.

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Win back

A customer is put on the win-back list when an order hasn't been placed for more than double their usual time frame. These are often the customers with the most value at stake.

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Upsell

The upsell list highlights customers approaching their reorder date. This is where reps can use product recommendations to increase the value of the next order while engagement is already timely.

A woman with long dark hair, glasses, and a white blouse is smiling and talking on a cellphone in a bright, modern office.
A digital sign with three horizontal colored sections: turquoise, pink, and blue. The turquoise section reads 'Contacted Customer - Positive' in bold black text, the pink section reads 'Contacted Customer - Negative' in bold white text, and the blue section reads 'Attempted Contact - Unsuccessful' in bold white text.
Text message stating that Sheryl doesn't want to place an order at the end of the month and will reorder next week.

CRM, without
too much of
the M.

Most CRM systems fail because reps simply do not use them. They are often too feature-heavy, too cluttered and too far removed from how wholesale sales actually works.

Sales Pulse keeps it simple. Reps can work from a prioritised action list, log quick notes after each interaction, and move accounts through follow-up without the admin burden of a traditional CRM.

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Explore Sales Pulse

For Sales Reps

Sales Pulse helps reps know who to contact next, what has changed inside the account, and where there is room to recover lost sales or grow the next order.

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For Sales Managers

Sales Pulse helps sales managers see which accounts are at risk, where reps need to focus, and where coaching or intervention is needed before decline shows up in the numbers.

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For Business Owners and GMs

Sales Pulse gives business owners and GMs a faster view of where revenue is shifting, which accounts are slowing, and where growth opportunities are emerging, without digging through ERP exports or piecing together CRM reports.

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