One place for the whole customer

Leads, deals, tasks, customer success and finance — in one place.

One connected workspace from the first conversation to the final payment.

Most teams run the customer across four tools and a spreadsheet, and lose the thread between them. btbPulse keeps the whole arc in one place, and opens on the work that is late rather than on an empty search box.

Leads
Deals
Tasks
Customer success
Finance

Start your free trial

10 days free · every feature included · no card required

btbPulse · Deals · Board Example workspace + New deal

Open pipeline $362,670 · weighted $109,172 2 overdue follow-ups

New Opportunity 2

$180K · 10% · weighted $18.0K

Woodgrove treasury rollout

Woodgrove Bank

$120,000

High Rae Rep 17 Dec

Fabrikam warehouse fitout

Fabrikam Industries

$48,000

High Bid quiet 21d

Qualification 1

$22.5K · 25% · weighted $5,625

Tailspin seasonal restock

Tailspin Toys

$22,500

Rae Rep Overdue 02 Dec

Meeting 2

$92.0K · 45% · weighted $41.4K

Contoso fleet telemetry

Contoso Logistics

$64,000

High Rob Rep 12 Dec

Woodgrove pilot programme

Woodgrove Bank

$28,000

Rob Rep 1 overdue

Proposal 1

$15.0K · 60% · weighted $9,000

Lucerne print workflow

Lucerne Publishing

$15,000

Rae Rep 1 overdue 20 Nov

The complete picture

Customers, conversations, tasks and payments in one view.

The cost of a stack is not the licences. It is the hour a week each person spends copying the same fact between tools, and the follow-up that falls between two of them.

Switch less. Get more done.

Spend less time moving between tools. The lead, the deal, the delivery board and the invoice are four views of one record, not four products.

Enter information once

Reduce duplicate work and missed details. A won deal carries its company, contacts, owner and value into the project without anybody retyping them.

Keep teams connected

Pass work smoothly from sales to delivery to billing. Each handover keeps the history, so nobody opens a project asking what was actually promised.

Know what needs attention

Track owners, deadlines and next steps. Today opens on what is late and what has gone quiet, rather than on an empty search box.

Automate routine work

Simplify follow-ups, reminders and updates. Rules fire on a stage move or an overdue task, and each one runs once however often it is triggered.

Make informed decisions

See progress and performance across the business — and a straight answer when the sample is too small to support one.

What btbPulse is

One connected workspace from the first conversation to the final payment.

Not a CRM that hands off to a project tool that exports to an accounts package. One workspace, one set of permissions, one audit trail — from the enquiry to the money.

The product

Eight screens. One thread.

Sales, customer success, finance and what the numbers say — grouped as they are in the product. A lead becomes a deal, a deal becomes work, work becomes an invoice, and here is what every one of those handovers actually looks like.

Sales

The deals in trouble are visible before you open anything

Each stage carries its own weighted value and idle threshold. Won and Lost are outcomes rather than stages, so a closed deal keeps the stage it closed from.

Deals · Board · All pipelines Example workspace

Open pipeline $362,670 · weighted $109,172 Closing this month 3 · Next step missing 2

New Opportunity 2

$180K · 10% · weighted $18.0K

Woodgrove treasury rollout

Woodgrove Bank

$120,000

HighRae Rep

Fabrikam warehouse fitout

Fabrikam Industries

$48,000

Bid quiet 21d

Qualification 1

$22.5K · 25% · weighted $5,625

Tailspin seasonal restock

Tailspin Toys

$22,500

Overdue02 Dec

Meeting 2

$92.0K · 45% · weighted $41.4K

Contoso fleet telemetry

Contoso Logistics

$64,000

HighRob Rep

Woodgrove pilot programme

Woodgrove Bank

$28,000

1 overdue

Proposal 1

$15.0K · 60% · weighted $9,000

Lucerne print workflow

Lucerne Publishing

$15,000

1 overdue20 Nov

Sales

It tells you what happened before it asks you to change anything

Last interaction, where it stands and what is still promised — then every email, call, meeting, note and stage change in one list. The next action is a button on the same screen, not a different one.

Leads · Tailspin seasonal restock Example workspace

Tailspin seasonal restock Working Website $22,500

Last interaction

Email from Evan Hall

3 days ago · “Can we start in January?”

Where it stands

Working · 11 days in stage

Owner Rae Rep · source Website

Still promised

Send revised pricing

Due 02 Dec · 4 days late

✉ Email ☎ Log a call ◷ Book a meeting ✎ Note ⏰ Follow-up → Convert to deal

✉

Can we start in January?

Email from [email protected] · 3 days ago

☎

Call — walked through the restock volumes

Rae Rep · 18 minutes · 6 days ago

✎

Note — budget sits with their ops director

Rae Rep · 6 days ago · not counted as contact

↗

Status changed New → Working

Rae Rep · 11 days ago

◎

Captured from the website form

14 days ago

Customer success

The moment delivery starts, with what was sold still attached

A handover is the record of what was promised. Starting the project from it carries the deal, the company, the owner, the date and every checklist item across — and asking twice returns the same board rather than making a second one.

Handovers · Woodgrove treasury rollout Example workspace

Woodgrove treasury rollout Won 04 Nov Handover open $120,000

Sold by

Rae Rep

Closed from Proposal · 41 days in pipeline

Customer success owner

Cerys Success

Assigned on the handover, not re-keyed

Go live

23 Nov 2026

Carried into the project as its due date

What was promised

✓ Kick-off workshop with the treasury team Done

✓ Agree the field mapping for the import Done

✓ Migrate four years of ledger history Open

✓ Train the team and hand over the runbook Open

Start delivery project → Creates the board with all four as tasks — the two already ticked arrive done.

Customer success

The won deal becomes the plan, and the plan knows which slip matters

Milestones, task lists, dependencies and the critical path. A task with no date and no estimate is counted as a day and hatched, so a guess never looks like a plan.

Projects · Woodgrove onboarding · Gantt Example workspace

Progress

30%

Weighted by estimate · 1 of 6 done

Overdue

1

Past its due date

Planned

40h

Tasks and subtasks together

Logged

26h

65% of planned

Critical path Has slack ≈ 1 with no date or estimate, counted as a day

1 Go live

1.1.1 Kick-off workshop

1.1.2 Migrate the data

1.1.3 Train the team

2 Handover

2.1 Go live

2.2 Handover pack

45%

0%

Customer success

Every delivery at once, and “unknown” kept apart from “fine”

On schedule, inside budget, anything blocked. A project with no budget is not a project inside one, and a project with no due date cannot be late — so both are shown as their own state and counted in the totals.

Customer success · Portfolio Example workspace

Projects

6

5 active

Late

1

2 have no due date to be late against

Over budget

1

2 have no budget set

Blockers

2

7 open issues in all

ProjectClientOwner ProgressScheduleBudget

🚀 Woodgrove onboarding Woodgrove Bank Cerys S. 30% · 1 of 6 On schedule Inside

🏗️ Fabrikam phase one Fabrikam Industries Mia M. 62% · 8 of 13 At risk Over · 140%

📦 Tailspin restock pilot Tailspin Toys Rob R. 9% · 1 of 11 No date set No budget set

🧭 Lucerne migration Lucerne Publishing Cerys S. 88% · 15 of 17 Late Nearly spent

Customer success

What is wrong, kept apart from what is planned

A bug is not a task with a red label. It has a reporter as well as an assignee, a severity that is not a priority, and a life that ends in resolved then closed — because the person who fixed it is rarely the person who signs it off.

Woodgrove onboarding · Issues Example workspace

Open

4

9 ever raised

Blockers

1

Open and stopping work

Awaiting sign-off

2

Fixed, not yet closed

Overdue

1

Past their own due date

#IssueSeverity StatusAssignedFix by

7 Import drops the middle name · on Migrate the data Blocker Open Cerys Success 16 Nov

5 Statement PDF rounds the last line Major In progress Rob Rep 4d late

4 Training deck still says “beta” Trivial Resolved Mia Manager —

2 Duplicate ledger rows after a retry Major Closed Cerys Success —

! Resolved is not closed. The timestamps follow the status rather than being set beside it, so reopening an issue clears both — one that is open again was not resolved last Tuesday.

Finance

Bill from the deal, in the customer’s own currency

Money is stored as whole minor units and rounded per line, numbering is gapless, and an issued invoice is frozen — so what the customer received and what you can see stay the same document.

Invoices · INV-2026-0042 Example workspace

INV-2026-0042

Woodgrove Bank · Treasury rollout, phase one

Issued 06 Nov · due 06 Dec

Issued · frozen

DescriptionQty UnitAmount

Implementation — discovery and field mapping 1$18,000.00 $18,000.00

Data migration — four years of ledger history 1$26,500.00 $26,500.00

Training — two sessions, treasury team 2$1,750.00 $3,500.00

Subtotal$48,000.00

VAT at 20%$9,600.00

Total due$57,600.00

From the deal

Woodgrove treasury rollout

Lines drafted from the won value

Currency

USD

Totals never cross currencies; each is reported on its own

Chasing

Reminder sent 20 Nov

Recorded against the customer, not a sent folder

Awaiting payment

Screens show the demo workspace every trial starts with, so you can click through these exact boards before adding a single record of your own.

The scoreboard

Who is carrying the month, and who needs a hand.

Every figure here is worked out from the records themselves — activities logged, deals advanced, value won — so nobody can move their own number without doing the work behind it.

✓ Points come from outcomes, not from how much somebody typed
✓ A big deal and a small one score the same, so nobody games the pipeline
✓ Anyone can opt out of the leaderboard and keep every other feature

See it with your own numbers

Team scoreboard

Northwind Supply · November

5 people · goal $420,000

76%

87% Activities logged

67% Deals advanced

70% Value won against goal

Individual

RR SalespersonRae RepLevel 4 · 1,240 points 90%

103% Activities

76% Deals advanced

72% Value won

RB SalespersonRob RepLevel 3 · 880 points 32%

80% Activities

32% Deals advanced

27% Value won

MM ManagerMia ManagerLevel 5 · 2,010 points 61%

94% Activities

61% Deals advanced

58% Value won

CS Customer successCerys SuccessOpted out of the leaderboard 0%

— Activities

— Deals advanced

— Value won

How it works

Your whole customer journey in one CRM.

Four handovers, and the context survives every one of them. No retyping the deal into a project tool, and no asking finance who the customer was.

1 Step one

Capture the lead

Wherever it comes from, it lands in the same place with its source attached.

Capture forms

A shareable link that turns an enquiry into a lead — no account, no seat, no password for whoever fills it in.

Inbox and sheets

BCC an address to file an email against a record, or sync a Google Sheet both ways with conflicts reported rather than guessed.

Duplicates, caught early

A lead that matches one you already have is flagged as you type, before two people start working the same company.

2 Step two

Win the deal

Your stages, your probabilities, and a board that surfaces the quiet ones.

Pipelines you set up

Name your own stages, set each one's probability and the number of days after which a deal counts as idle.

Email from the record

Write from the deal, with templates and the whole thread kept on the record rather than in somebody's sent folder.

Saved views

“My leads”, “closing this month”, “missing a next step” — saved once, and they keep meaning that as the month moves.

3 Step three

Deliver the work

A won deal becomes a handover and a project, with the sales context attached.

Milestones and task lists

Work broken down and numbered, with progress rolled up from the subtasks so a parent can never disagree with its children.

Gantt and critical path

Dependencies with lag, the chain that decides the finish, and a conflict flagged when the plan contradicts itself.

Issues, apart from tasks

A bug has a reporter as well as an assignee, and ends in resolved then closed — because the person who fixed it rarely signs it off.

4 Step four

Invoice, and keep them

Bill from the deal, then stay in touch without a second system.

Invoices in any currency

Your own logo and numbering, integer money with per-line rounding, and an issued invoice frozen so the history stays true.

Chase what is unpaid

Send it, and chase it, from the record it belongs to — with every send recorded against the customer.

Portfolio health

Every delivery at once: on schedule, inside budget, anything blocked. “No budget set” is shown as its own state, never as fine.

All at one place

Five things most teams keep apart.

A lead becomes a deal, a deal becomes work, work becomes a customer, and a customer becomes an invoice. btbPulse carries the context across each handover instead of starting a new thread in a different tool.

First conversation

The enquiry

Captured from a form, a sheet or the inbox, with its source attached.

Sales

The deal

Your stages, weighted values, and the quiet ones surfaced before they go cold.

Customer success

The delivery

Handover, milestones, the critical path and whatever is blocking it.

Final payment

The invoice

Billed from the deal in the customer's currency, and chased from the record.

✓ One workspace, one set of permissions, one audit trail
✓ Visibility scopes per person: own records, the team's, or all
✓ CSV export is always available, including on a cancelled account

Leads

Capture from a form, a sheet or an inbox. Qualify, disqualify honestly, and convert to a deal with the history carried across.

Deals

A board with your own stages, weighted values and idle thresholds — so the deals in trouble are visible before you open anything.

Tasks

Calls, meetings and follow-ups against the record they belong to. Today opens on what is late, and every row carries its next step.

Customer success

A won deal becomes a handover and a project — milestones, sprints, issues and a baseline, with the whole sales context still attached.

Finance

Invoice from the deal in any currency, with your own logo and numbering. Chase what is unpaid without leaving the record.

And the things that hold them together: email from any record with two-way Gmail sync, a Chrome extension for Gmail and Outlook Web, a calendar feed your own calendar subscribes to, mindmaps for thinking a deal through, Google Sheets sync, CSV import and export, and a deep-work timer for the hours that need one.

Pricing

One plan. Every feature. Priced per person.

No tiers, no feature gates, no “contact sales”. You pay for the people who use it, and free-access and deactivated accounts are never charged.

International

$13 per user, per month

$10 per user, per month billed annually — $120 a year.

Excludes any sales tax or VAT, calculated at checkout.

Start free

India

₹899 per user, per month

₹699 per user, per month billed annually — ₹8,388 a year.

Excludes GST, added at checkout.

Start free

Included on every plan

✓ Unlimited leads, deals and contacts
✓ Multiple pipelines and custom fields
✓ Email from any record, and two-way sync
✓ Chrome extension for Gmail and Outlook
✓ Calendar subscription
✓ Invoicing in any currency
✓ Projects, Gantt, sprints and issues
✓ Reports, analysis and dashboards
✓ CSV import and export, always

One place for leads, deals, tasks, delivery and the invoice.

Ten days, every feature, no card. If it is not right for your team, export everything and go — your records stay yours either way.

Create your workspace

Leads, deals, tasks, customer success and finance — in one place.

Customers, conversations, tasks and payments in one view.

Switch less. Get more done.

Enter information once

Keep teams connected

Know what needs attention

Automate routine work

Make informed decisions

Eight screens. One thread.

The deals in trouble are visible before you open anything

It tells you what happened before it asks you to change anything

The moment delivery starts, with what was sold still attached

The won deal becomes the plan, and the plan knows which slip matters

Every delivery at once, and “unknown” kept apart from “fine”

What is wrong, kept apart from what is planned

Bill from the deal, in the customer’s own currency

It tells you when it does not know

Who is carrying the month, and who needs a hand.

Your whole customer journey in one CRM.

Capture the lead

Capture forms

Inbox and sheets

Duplicates, caught early

Win the deal

Pipelines you set up

Email from the record

Saved views

Deliver the work

Milestones and task lists

Gantt and critical path

Issues, apart from tasks

Invoice, and keep them

Invoices in any currency

Chase what is unpaid

Portfolio health

Five things most teams keep apart.

The enquiry

The deal

The delivery

The invoice

Leads

Deals

Tasks

Customer success

Finance

One plan. Every feature. Priced per person.

One place for leads, deals, tasks, delivery and the invoice.