Project pipeline
Manage active jobs with stages, budgets, dates, assignments, and quick filters so nothing stalls unnoticed.
Features
Built for how restoration and construction teams actually work
PulseRelate is a full operational workspace — not a lightweight contact manager. Feature availability can be tailored per company as your deployment grows.
Operations
Day-to-day tools your office and field teams rely on.
Clients & leads
Centralize contact info, addresses, notes, and lead stages. Capture inbound form submissions automatically.
Schedule
Plan meetings and site visits, send invites, and surface what is next right from the dashboard header.
Notifications
Stay on top of assignments, messages, and CRM events with in-app alerts and optional push notifications.
Documents & estimates
Keep files organized and estimates flowing.
Document storage
Upload photos, contracts, and job files with direct-to-cloud storage for fast uploads and reliable retention.
Company documents
Maintain shared templates and reference files your whole workspace can access when they need them.
GAF Quick Measure
Optional integration to pull roof measurements into estimates when your workflow calls for it.
Team & leadership
Collaboration and visibility for growing companies.
Workspace messaging
Real-time chat between team members with unread counts and notifications so conversations stay in context.
Team metrics
Track sales activity, project throughput, and individual performance with role-aware dashboards.
Owner reports
Profit views, monthly costs, KPI grids, and pipeline insights designed for decision-makers.
AI assistant
Ask questions about your CRM data with usage limits and admin controls per workspace.
Platform
Enterprise-ready foundations without enterprise complexity.
Multi-tenant isolation
Each customer runs on their own subdomain with strict tenant boundaries across data and authentication.
Branded workspaces
Custom workspace name and logo so your crew sees your company, not a generic product shell.
Want a walkthrough tailored to your company?
We will show you the workflows that matter most for your team size and trade.
Request a demo