Pulse (CRM) overview
Pulse is Sageon Business's built-in CRM — pipeline, opportunities, contacts, bids and campaigns in one place. It replaces standalone CRM tools like HubSpot or Pipedrive for delivery-led organisations.
What's included
- Opportunities — pipeline tracking through Prospect → Qualified → Proposal → Negotiation → Won/Lost
- Contacts — people and companies you sell to
- Bids — formal proposals with bid calculator
- Campaigns — marketing/sales campaigns with budgets and metrics
- Interactions — log of meetings, calls and emails
When to use Pulse vs Projects
| If you're tracking… | Use… |
|---|---|
| A potential customer in early conversation | Pulse → Opportunity |
| Formal proposal with pricing | Pulse → Bid |
| Won deal becoming delivery work | Convert bid → Project |
| Active delivery | Projects |
The Pulse → Project handoff is built-in: when you win a bid, click Convert to project and Sageon Business creates a project pre-populated from the bid.
Dashboard
The Pulse landing page shows:
- Contacts, key contacts, opportunities, active bids, follow-ups counts
- Pipeline £ by stage (chart)
- Deals by Count and Value (donut)
- Campaign list + status
Who can see Pulse
By default Pulse is restricted to Admin role (commercial data). Loosen via Settings → Permissions → Pulse (CRM) → View.
Tips
- One opportunity per pursuit. Don't fragment a single deal into 5 opportunities.
- Convert bids to projects on win, not before. Pre-converting creates ghost projects in your delivery pipeline.