SendPulse

What Is SendPulse?

SendPulse is a CRM software that helps organizations manage customer inquiries and sales activities. It allows sales teams to organize contacts and track deals through the structured pipeline stages. The platform also lets users record customer messages from supported channels to give representatives access to conversation history while handling an opportunity. It allows teams to improve and work on their existing strategies to successfully close a client. The system allows businesses to manage incoming leads and follow custom progress from the initial inquiry to purchase.

What Is SendPulse Best For?

The software is renowned for using AI to turn brief CRM notes into clear comments for deals, contacts, and tasks. It allows sales teams to record customer needs, next steps, or deadlines in a consistent format. The platform makes it easy for individuals to understand records when opportunities move between team members. It converts rough notes into structured updates, adjusts the messaging tone, and corrects errors to provide accurate records.

How Much Does SendPulse Cost?

The starting price of the platform is $18/month for its Lite plan in the CRM module. Additional SendPulse pricing tiers are as follows:

• Free: $0/month  
• Basic: $53/month (10 team members)  
• Standard: $156/month (20 team members)  
• Pro: $236/month (50 team members)
• Enterprise: $377/month (100 team members)

Besides the fixed subscription charges, users should also account for the total cost of ownership. It includes, but is not limited to, the following:

• CRM Setup And Configuration: Estimated at $500–$2,500 for initial workspace setup and user roles
• Data Migration: May add around $500–$5,000, based on the data volume
• Workflow Customization: Often costs approximately $500–$3,000 for customizable team workflows
• API Development: Might add up to $1,000–$5,000 for custom API connections
• Ongoing Administration: Commonly $100–$500/month for maintenance and workflow adjustments

Several users consider the platform’s pricing economical and cost-effective, especially for small projects, though some note that higher-tier plans can feel relatively expensive for smaller businesses.

Disclaimer: The pricing is subject to change.

SendPulse Integrations

The software integrates with many systems, including:

• Zapier software
• Pipedrive CRM
• Personizely
• Shopify software
• PayPal software
• Stripe
• Chekly

How Does SendPulse Work?

Here's how you can get started with the software upon logging into the system using your credentials:

• Open the CRM section and review the dashboard to locate its main tools  
• Create sales pipelines based on different products, markets, or service areas  
• Add deal stages that reflect the company’s sales process and customer journey  
• Assign deals to team members responsible for handling each sales opportunity  
• Review deals from the pipeline view to monitor their current sales stage  
• Open Contacts to review customer records and their associated deal information  
• Create tasks and assign sales activities to the appropriate team members  
• Set access rights to determine which CRM functions each team member can use

Who Is SendPulse For?

SendPulse is used by professionals working in the following industries:

• Marketing
• Sales
• Retail
• eCommerce
• Education
• Advertising

SendPulse Use Cases

Based on SendPulse’s current CRM capabilities and its industry-specific applications, we identified several situations where the software can be a practical fit for businesses managing online sales and customer acquisition:

Online Stores Managing Leads From Multiple Sales Channels

Online retailers collect inquiries through their websites and also receive customer messages through social platforms. Therefore, it gets difficult for them to keep these prospects connected to the right sales opportunity when each channel is handled separately. SendPulse software helps retailers by sending incoming leads from various channels, such as forms, chatbots, or payments, directly to the CRM for follow-up and sales tracking.

eCommerce Businesses Following Customers From Inquiry to Purchase

The platform is useful for ecommerce teams that need to track prospects as they move towards a purchase. It allows a sales representative to work with deals created from website activity or customer interactions and follow their progress through defined pipeline stages. It is particularly relevant for stores that handle abandoned carts, payment activity, or repeat purchase follow-ups.

Online Course Businesses Managing Student Leads

Selling online courses involves a longer decision period as compared to a regular ecommerce purchase. It is because prospective students may first register through a form or interact with a chatbot before deciding to finally enroll. The system lets course businesses bring these contacts into CRM records and create specific deals from them that show up when course-related payments occur.

Content Creators Turning Audience Interest Into Sales Opportunities

Content creators who sell courses, digital products, or paid services find it difficult to separate general audience engagement from actual buying interest. SendPulse gives them a way to capture contacts through landing pages or forms and then move potential prospects into sales pipelines. It allows creators to follow up with interested subscribers only rather than treating the entire audience as their potential buyers.

Small Online Businesses Coordinating Sales Follow-Up

Small businesses who have the same teams to handle customer inquiries and sales find it challenging to follow up with potential clients due to scattered conversations. The software allows teams to connect customer messages with specific deals in the CRM. It also lets managers assign opportunities to team members and define stages that reflect how their sales process actually works.

Is SendPulse Right For You?

If you run a business that relies on messaging, lead capture, and online sales, then SendPulse might be an ideal solution for you. Its CRM connects customer conversations with deals. Additionally, the platform follows the GDPR and SCC regulations to provide security for confidential data. Trusted by various organizations, including Samsung, Swatch, Domino’s, and PwC, the platform is capable of meeting the needs of growing organizations.

In the last few years, CRM platform vendors have been incorporating AI tools to automate sales tasks. While SendPulse is keeping pace with this trend by using AI to draft CRM comments and email replies, it has not fully focused on managing complex sales activities independently.

Still confused about investing in the SendPulse software? Contact us at (661) 384-7070 to make the right decision.