Managing All Client Communication

Published on: 05/11/2025

The PulseHub Conversations inbox is the central heartbeat of your client interactions. It pulls in communication from all connected channels—Email, Facebook Messenger, Instagram DMs

Onboarding New Staff and Managing User Permissions

Published on: 05/11/2025

Growth requires a shared rhythm. Properly setting up new team members and defining their access levels ensures data security and operational clarity within PulseHub. This guide covers how to add staff and assign permissions for a secure flow.

Customising Your CRM Smart Lists and Filters

Published on: 05/11/2025

Your CRM should offer immediate clarity on who your clients are, where they came from, and what they need. Smart Lists are dynamic, automatically updating groups that segment your contacts.