IIA Pulse · CRM & Organization
CRM, quotes, inbox, calendar and tasks in one place.
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Why IIA Pulse
Contacts in Excel, appointments in individual calendars, notes in e-mails, quotes in Word: before every customer call someone has to piece together when the last contact was and what was discussed. IIA Pulse brings this together in a company-centred view called Smart Base, so sales can sell instead of search.
Detailed explanation
IIA Pulse is your sales and organization cockpit: contacts, deals, appointments, tasks, inbox and quotes in one place. Smart Base automatically shows per company the last contact, last deal, last appointment and number of quotes. Whatever is captured here is immediately available in IIA Vault for invoicing and in the shared dashboard.
What you can do with IIA Pulse
- Contact management with rich data fields (salutation, role, company register number, industry, status), automatic duplicate cleanup and tolerant Excel/CSV import
- Sales pipeline (new, contact, quote, negotiation, won/lost), deals created on the contact or centrally
- Activities for appointments, tasks and notes, including a “tasks today” view with an overdue block
- Quote creation with sequential numbering, your own corporate design, PDF export and direct e-mail sending
- Central inbox with e-mail connection, signatures and scheduled sending
- Personal, secured calendar feed (ICS) per user for Outlook, Google or Apple Calendar
- Smart Base as cockpit with portfolio analysis by potential, existing, lead, dunned and collection
- Up to 10 individually saved views per user
Manual vs. IIA Pulse
Without IIA Pulse, sales management usually means: contacts in a spreadsheet, appointments in the calendar, notes in heads or scattered across e-mails, and before every customer call first piecing together what was last discussed.
IIA Pulse brings all of that together in Smart Base automatically: last contact, last deal and last note are visible at a glance. Quotes are created straight from the contact in your own design instead of being set up from scratch every time. For clarity: sending individual quotes by e-mail is possible, a bulk mailing to the whole team is not currently available.
Example from practice
A sales team manages contacts in three spreadsheets, appointments live in personal calendars. With IIA Pulse every contact, activity and deal is recorded centrally and visible to the whole team, including automatic reminders for open follow-ups. The quote goes out in two clicks in your own design.
Benefits
- Contact management with a complete customer history
- Pipeline: create deals, track status, close deals
- Tasks, appointments and inbox per contact, including follow-ups
- Create and send quotes directly from the contact
- No duplicate data entry between quote, appointment and invoice
IIA Pulse is part of
IIA Flow
Introductory price until 31.12.2026, afterwards € 199 net / month.
- 5 users included
- Minimum term 12 months, cheaper with annual billing
- Also included in IIA Ledger (€ 189), IIA Signature (from € 320)
Frequently asked questions about IIA Pulse
What is IIA Pulse?
IIA Pulse bundles contacts, sales opportunities, tasks, inbox and communication in one place instead of managing them scattered across different tools.
Can IIA Pulse be booked on its own?
IIA Pulse is an optional module and included in the IIA Flow Suite and the IIA Ledger Suite. Booking it separately is possible on request.
Can IIA Pulse replace an existing CRM?
Yes. IIA Pulse can replace an existing CRM or serve as the central solution if contacts were previously managed in spreadsheets or several separate tools. Data migration is discussed during onboarding.
How does sending quotes work?
Quotes are sent directly from IIA Pulse. A pre-set template in your corporate design means a quote is ready in a few minutes.
Who is IIA Pulse especially suited for?
Sales teams and companies that have so far managed customer contacts, appointments and sales opportunities manually or across several separate tools.
What would your business look like with IIA Pulse?
Personal demo, no obligation.