Getting Started with SalesPulse

SalesPulse is an all-in-one CRM and phone platform built specifically for insurance agents. Get from zero to making calls in under 30 minutes.

Quick Start — 5 Steps

Create your account

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Get your phone number

Navigate to Phone Numbers in your dashboard and purchase a local or toll-free number. Numbers are A2P 10DLC registered — you can send texts legally from day one.

About phone numbers →

Import your contacts

Go to Contacts → Import and upload a CSV of your leads. Map columns (first name, last name, phone, email, state) and your contacts are ready in seconds.

Start making calls

Use the built-in softphone to call from your browser. No hardware required. Your caller ID shows your SalesPulse number and calls are logged automatically.

Softphone guide →

Set up AI follow-up sequences

Create automated SMS and email follow-up sequences that send on your behalf. AI-written messages are tailored to insurance verticals — life, Medicare, Final Expense, and annuities.

AI Automation →

What's included

Every SalesPulse plan includes the full platform. No feature gating on core tools.

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CallPulse

Receive live inbound insurance calls

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AI Voice Agents

Automate outbound calling with AI

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Lead Marketplace

Buy insurance leads directly

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Booking Pages

Let prospects schedule with you

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AnnuityPro

Compare and propose annuities

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API

Integrate with your tech stack

System Requirements

BrowserChrome 90+, Firefox 90+, Edge 90+, Safari 15+

Internet5 Mbps+ for voice calls; 1 Mbps for CRM features

MicrophoneRequired for softphone calling (built-in or USB headset)

MobileiOS 15+ or Android 10+ (mobile browser supported)

InstallationNone — SalesPulse is fully web-based

Common Questions

Do I need a separate Twilio account?▾

No. SalesPulse manages all phone infrastructure on your behalf. You buy a number through the app and it's ready to call and text immediately — no Twilio account or configuration needed.

Can I use my existing phone number?▾

You can port an existing number to SalesPulse. Go to Phone Numbers → Port Number. Porting typically takes 5–10 business days.

How do I import contacts from my old CRM?▾

Export a CSV from your existing CRM and use Contacts → Import. Map columns to SalesPulse fields. Most common column names are auto-detected.

Does SalesPulse work on mobile?▾

Yes — the full dashboard is mobile-responsive. For calling, use a mobile browser with microphone permissions enabled. A native app is on the roadmap.

Ready to go?

Start your 30-day free trial. No credit card required.

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