Pulse by Royex - Custom Customer Relationship Management System

Pulse by Royex - Custom Customer Relationship Management system

Agentic AI That Works Like Your Sales Team’s Smartest Rep

Pulse by Royex is an agentic AI-powered CRM built specifically for B2B sales teams in the UAE and GCC. Instead of just storing data, Pulse actively works alongside your team — researching prospects, prioritizing leads, suggesting next actions, and helping move deals forward automatically. From the first interaction to closing, Pulse acts like an intelligent sales assistant embedded into your workflow, eliminating manual effort and ensuring no opportunity slips through the cracks.

One Platform to Manage, Train, and Close More Deals

Beyond core CRM capabilities, Pulse integrates powerful AI-driven tools that help teams research prospects, prioritize opportunities, forecast revenue, and continuously improve performance through built-in training. Whether you're a Head of Sales looking for full pipeline visibility, a Sales Manager driving team performance, a Sales Executive managing daily activities, or senior leadership needing clear insights without operational complexity, Pulse delivers everything in one place.

Features Of Pulse CRM

Actual Close Date

When marking won or lost, set the real date the deal was decided. Revenue appears in the correct month and year.

Document Attachments

Attach any files — specs, drawings, NDAs, contracts — directly to a lead. Download them any time.

Commission Tracking

Set commission per deal. Mark as paid. Every rep sees their earned, paid, and pending commission.

Tags & Custom Fields

Tag leads by category, region, or campaign. Filter and report on any tag.

Follow-Up Reminders

Set a follow-up date on any lead. Overdue follow-ups appear on the dashboard so nothing is forgotten.

Full Activity Timeline

See every call, email, meeting, stage change, and note in chronological order for each deal.

Create Proposals

Create proposals directly inside a lead. Auto-generates a proposal number (PROP-2026-0001).

File Upload at Creation

Upload your PDF or Word proposal at the same time as creating the record. No separate step needed.

View & Download

View the proposal in browser or download it. Buttons appear automatically once a file is attached.

Status Tracking

Track every proposal from Draft → Sent → Accepted. One-click status updates.

Expiry Alerts

Proposals expiring within 7 days appear highlighted on the Dashboard Urgent Attention section.

Version Control

Track proposal versions when you resend revised pricing. Each version is stored.

Activity Logging

Log calls, emails, meetings, demos, and WhatsApp messages against any lead. Takes under 30 seconds.

Task Management

Create tasks with due dates, priority levels, and assigned users. Never miss a follow-up.

Due Today List

Dashboard shows all tasks due today and all overdue tasks so you know exactly what needs attention.

Activity Analytics

See how many calls, meetings and emails each rep is doing per week. Identify coaching opportunities.

Accurate Record Count

Always shows the real total number of contacts and companies in your database — not just the current page.

Bulk Import

Import hundreds of contacts or companies at once from Excel or CSV. Duplicate detection included.

Business Card Scanner

Photograph a business card with your phone camera. Claude AI reads and extracts all the details automatically.

Growth Chart

One-click popup showing a 12-month bar chart of how many new contacts were added each month.

Company Intelligence

Company detail page shows all contacts, leads, proposals, and a revenue chart for each client.

Contact Intelligence

Contact detail page shows all their leads, activities, proposals, and revenue history in one view.

Smart Linking

Contacts automatically link to companies. Select a contact on a lead and the company fills in automatically.

Autocomplete Search

When creating a lead, type the company or contact name and a live dropdown shows matching records instantly.

Annual Target Banner

Shows full-year target, achieved revenue, remaining amount, and percentage — in one banner at the top of every dashboard.

Monthly Progress

Sub-line shows this month's target vs achieved so you always know where you stand right now.

Revenue Trend Chart

12-month chart of won revenue by month. Uses actual close dates for accurate historical display.

Urgent Attention

Three alert panels: expiring proposals, overdue follow-ups, and stalled hot deals that need action today.

Team Performance Table

Side-by-side view of all reps showing leads, won, lost, revenue, activities, and performance score.

Period Switcher

Toggle between Month / Quarter / Year / All Time. All KPI cards update to match the selected period.

Sales Performance

Individual and team metrics: leads, won, lost, revenue, win rate, activities, proposals.

Revenue Report

Monthly and annual revenue trends with target vs achieved bars.

Team Performance

Compare all reps side by side with colour-coded above/below target indicators.

Pipeline Report

Funnel showing conversion rates and deal counts at each pipeline stage.

Lead Source Report

Which channels generate the best leads and the highest win rates.

Targets & Goals

Full year target tracking per rep with monthly breakdown.

Commission Tracker

Commission history with earned, paid, and pending amounts per rep.

AI Assistant

Ask any question about your pipeline in plain English.

AI Research

Live web intelligence briefs for companies and contacts.

Deal Pulse

AI health scores for every active deal in the pipeline.

Natural Language Queries

"Which deals are most likely to close this month?" "Show me all overdue leads over AED 100K." Get instant, accurate answers.

Pipeline Intelligence

Ask the AI to analyse your pipeline, compare rep performance, identify risks, or explain why a deal score is low.

Instant & Streaming

Answers appear word-by-word in real time — like chatting with a senior sales analyst who knows your business.

CRM Context Aware

The AI reads your live data — leads, stages, activities, rep performance — before answering. No generic responses.

Live Web Search

Searches Google, LinkedIn, news sites, and company websites in real time. Every search hits the web fresh.

Company Brief

Business summary, industry insights, pain points, why they might buy now, talking points, and objection handling scripts.

Person Brief

Role profile, decision-making authority, what they care about, what NOT to say, conversation starters, and a personalised opening line for your call or email.

Company + Person Together

Research both the company and the contact in one search. Perfect preparation for an important meeting.

Data Quality Indicator

Shows whether rich data was found online (green), partial data (amber), or limited data (grey) so you know how to weight the brief.

Source Links

Every result includes clickable links to the actual web pages that were read — full transparency, no guessing.

0-100 Health Score

Green (Healthy), Amber (Warm), Red (At Risk). Calculated from activity levels, days in stage, deal value, and proposal status.

Score Explanation

Click any deal score to see exactly why it is healthy or at risk — not just a number, but a full written explanation.

Deal Pulse Report

One page showing the health score of every active deal in your pipeline, sorted by risk level.

Dashboard Alerts

High-value deals with low health scores automatically appear in the Urgent Attention section.

Weekly Brief

One-click generation of a full weekly pipeline summary — top deals, risks, recommended actions, and team highlights. Emailed directly to the Head of Sales.

Pipeline Forecast

AI-generated forecast of end-of-month and end-of-year revenue based on current deal health and historical win rates. Presented as conservative to optimistic range.

Sales Fundamentals

Lead qualification, discovery calls, rapport building, and pipeline management. Perfect for new reps.

Advanced Selling

Value-based selling, negotiation, closing techniques, and writing proposals that win.

UAE & GCC Market Mastery

Gulf business culture, multi-cultural intelligence, key industries, and WhatsApp business communication.

Objection Handling

Price objections, competitor comparisons, timing objections — with real scripts and techniques.

Digital & Tech Sales

Selling software and SaaS, digital marketing services, IT infrastructure, and managed services.

CRM & Productivity

Daily CRM habits, time blocking, activity logging, and prospecting routines that fill the pipeline.

Cold Call Practice

A busy CFO with 3 minutes. Can your rep deliver a compelling pitch that earns a follow-up meeting?

Discovery Call

Practice asking the right questions to uncover real pain, urgency, and budget from a realistic IT Director.

Product Demo

A Sales Manager who has seen three other demos this week. Can your rep stand out?

Negotiation

A CEO who wants 20% off and extra support. Practice holding your margin professionally.

Closing the Deal

A deal that has been stalling for 6 weeks. Practice finding the real objection and closing.

AI Performance Scoring

After every role-play session, Claude scores performance across 5 dimensions: Discovery, Objection Handling, Closing, Personalisation, and Conciseness.

Detailed Feedback

Written feedback explaining strengths, improvements needed, best moment of the session, and the single most important skill to develop next.

Badge System

Badges unlock at training milestones. Display on the rep's profile. Levels progress from Cadet to Elite.

Weekly Leaderboard

Weekly points leaderboard creates healthy competition. Managers can see who is training and who is improving.

Team Training Dashboard

Managers see each rep's completion rate, role-play scores, streak, and overall readiness level.

Training Assignment

Managers can assign specific modules to specific reps with a due date. Track completion status.

4 Role Levels

Head of Sales, Sales Manager, Sales Executive, and Viewer. Each role sees exactly what they need — no more, no less.

Block / Unblock Users

Instantly block a departing employee from logging in. Their data and history remain intact. Unblock at any time

Password Management

Every user can change their own password. Head of Sales can reset any user's password from the Settings page.

My Profile

Every user can update their own name, phone number, and password from the top-right avatar menu.

No Accidental Deletes

Leads are never permanently deleted — they are archived. All data history is preserved.

Full Audit Trail

Every stage change, activity, and edit is logged with who made it and when.

Historical Date Accuracy

Lead Start Date and Closed Date fields ensure revenue and deals appear in the correct period — even when entered retrospectively.

BCrypt Password Security

All passwords hashed with industry-standard BCrypt encryption. Plain passwords are never stored.

Email Notifications

Configure your own SMTP server (Brevo, Gmail, or custom). Used for forgot password, weekly briefs, and forecast emails.

Pipeline Customisation

Add, rename, or reorder pipeline stages to match your sales process. Set default probabilities for each stage.

Why Choose Pulse CRM

Built for UAE & GCC B2B Sales Culture

Pulse is designed specifically for how sales teams in the UAE and GCC operate. Unlike generic CRMs that require complex customization, Pulse understands regional business practices, deal cycles, and local sales workflows. From prospecting to closing, every feature is tailored to help B2B teams work efficiently and win more deals in the Gulf market.

AI Built In at No Extra Per-Seat Cost

Pulse comes with intelligent AI tools integrated directly into the platform — at no additional cost per user. Your team benefits from AI-powered lead scoring, deal prioritization, smart follow-ups, and built-in training, all designed to make sales faster, smarter, and more effective. No separate tools, no extra subscriptions — just results.

Ready to Use in Days, Not Months

Get started immediately with Pulse. Unlike other CRMs that take months of setup and consulting, Pulse is ready to use from day one. With pre-configured workflows, pipeline templates, and intuitive dashboards, your team can hit the ground running and start seeing measurable impact on revenue and productivity right away.

Do you want to see a demo?

Just fix a time with us and we will be happy to show you the demo

YES,I WANT TO

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Product

Pulse - Customer Relationship Management