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What features are included in PULSE by Penny PRO?
What features are included in PULSE by Penny PRO?

All the details of the PULSE by Penny and what it can do for your business.

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Written by PULSE
Updated this week

Do you want to take your business to the next level? PULSE by Penny Pro will assist you in staying organized and on top of your customer care and prospecting tasks. The chart below will go over the features of two plans; the "PULSE by Penny Basic" and the "PULSE by Penny Pro." It will provide information about the differences between the plans and help you determine which one is the best fit for you.

Features

Description

Basic

Pro

My Business Basic

Visualization of personal and team performance and order information.

Reports Basic

Earnings, advancement, Personal performance, customers, consultants, PC cancellations, Consultant autoships, PC autoships, Orders, PSQV, Team contact information

Programs

The programs dashboard is a centralized location for viewing all the R+F programs an associate is qualified for. From this location, consultants will be able to see a snapshot of their progress in each program. Consultants will receive tasks and notifications to motivate them to reach their program goals.

Onboarding

All new consultants will be greeted with their own personal onboarding landing page where they will receive daily tasks to learn about R+F and how to start a successful business.

My Business Pro

Increased detailed and information on personal performance, team performance, and order info.

Reports Pro

Reports Basic features + Vital Signs, Consultant Attrition, Team members that have advanced, New consultants on your team, and Solution Tool

Daily

A curated list of tasks from PULSE by Penny to bring focus, drive action and create momentum into your business in less time, with less effort.

Prospects

AI-Powered Prospecting allows you to easily fill your funnel and create a simple, yet powerful follow-up system.

Customer Care Cycle

PULSE by Penny syncs directly with your back office to automatically create tasks for upcoming Autoships, Box Openings for new Customers, and reconnects with past Customers

Mobile and CSV Upload

Seamlessly import your contacts from your mobile device or upload a spreadsheet of contacts

Solution Tool Integration

Send the solution tool through PULSE by Penny right to your contacts or generate leads.

PE Customer Lists & Corp Events

Instantly create Custom Lists for Prospects, Customers, or your Downline based on products they're interested in, products they've ordered, or where they live.

Multi Message SMS

Send a group text without it being a group, automates the SMS to send to contacts but you hit send individually

Customer Order Details

Within your Customer Care Cycle, see the details of upcoming autoship and Lifestyle Rewards orders, plus details or past orders in customer's profile.

Team Training

Our team providing Team trainings for leaders via Zoom & Facebook live.

Article and Video Tutorials

Best practices, tips, tricks and how-to.

Dedicated Support

The world's best support team is available via chat support to easily connect.

*Features are subject to change.

Continue reading below to see all the features PULSE by Penny has to offer.


Get a daily "to-do" list

PULSE by Penny creates a task list for you each day! It prioritizes any tasks that are scheduled for that day or coming up that week. This way, when you promise your contact you're going to call them today, you actually do it.

1. Automatically schedule reach outs for your newest prospects

PULSE by Penny automatically creates an initial task for you as soon as you create a "prospect". When you add new contacts, PULSE by Penny helps you build on those relationships as soon as possible to start recruiting immediately. Now you won't lose track of all your potential customers and teammates.

2. Schedule a follow-up chat

Had a great conversation and looking forward to the next one? As soon as you've completed any task, PULSE by Penny will automatically schedule a follow-up for the future and adds it directly to your roster. No need to manually schedule it into your calendar!

3. Track your progress every day

Need help to track where you're at for the day? No problem. PULSE by Penny has graphs that track exactly how much work you've done from the tasks that were scheduled for you for that day. This gives you an extra push when you're close to the finish line! You also get notifications in the top right corner under your grey notification bell. You'll see more business stats there.

Gain new potential customers

The prospecting page is where you'll see all your tasks; scheduled and completed.

4. Import your contacts from a spreadsheet

Your friends, family, teammates, and business relationships are everywhere, and chances are your address book is spread across multiple apps and services. PULSE's spreadsheet file uploader allows you to build your master contact database in one place! Click here to learn more about this feature!

5. Daily support generating new prospects

Speaking of new prospects, once you import your spreadsheet, PULSE by Penny will help funnel your contacts into your Daily tasks right away. Each day you will see a new set of fresh faces to chat with, keeping your day interesting and your prospect list new and exciting. Making new connections with this feature will be a breeze and build your business without having to go out and search for new prospects.

6. Your prospects will never fall through the cracks again

Nobody likes to feel neglected or forgotten! Whenever you haven't reached out to a potential prospect within a 2-week period since your last contact, PULSE by Penny will add them to your Daily list. This way, all your contacts get an equal amount of love and never fall through the cracks only to be found later down the line

Keep all your contacts organized without a spreadsheet

The Contacts page is where you'll find all the contacts that you've added to the app, whether that's from your business data, your CSV upload, or added manually.

7. A customized Customer Care Cycle for your business

PULSE by Penny creates touchpoint tasks for all your customers so you can keep track of their shipments and check in with them periodically, this is called a Customer Care cycle. This will help bring your customer service to the next level and sustain a consistent and attentive relationship with your customers. Whenever you have a new order, the Customer Care lifecycle begins again, automatically.

8. Categorize your contacts for easy organization

Each of your contacts will fit into a category whether they are prospects, customers, downline, in another line, or not interested (for now). Keep them filed and organized with the categorization feature. Click here to learn more about how to edit and organize your contacts.

9. Tag your contacts with products and labels

Even better, you can narrow down your search by applying tags to your contacts. Have a list of "new moms" or contacts with specific allergies? You can tag a contact with anything you can think of by creating a custom tag. Now you finally have a way of tracking all your "vegan", "new mom", and "allergic to nuts" contacts - just in case.

Here is how you can search for all your tags

Create custom lists of contacts for your next big campaign

10. Easily curate contact lists for sales and promotions

Having a sale on a line of special products? You can create a list of all your customers who have purchased any items in that line as well as any prospects who are interested in trying them. This makes campaigns so much easier instead of sifting through your contacts and their orders one by one.

Keep your contacts engaged with personalized content

11. Send your contacts links, videos, and visuals!

PULSE by Penny has a library full of content just for you. Is a prospect of yours interested in something specific? We got you. You can send them an informative video, reading, or picture via SMS, email, WhatsApp, or whichever platform you communicate best with them.

12. Create scripts for specific tasks on your list

Have a spiel for each potential prospect that works time and time again? PULSE's content feature allows you to save your own custom script right into the app. It will suggest that script whenever you message a potential new prospect from your daily to-do list. You can create a script for each task whether it's an auto-ship task, follow-up, check-in, box-opening, etc.

13. Know when your contact clicks and watches video content

Want to know if your contact actually reads or watches the stuff you send them? PULSE by Penny has that power! When your contact clicks and watches an informational video you send, you will receive a notification on their contact card.

Now, instead of sending 10 "Have you watched it yet?" messages, you can be an intuitive associate instead of a badgering one.

14. SMS Bulk message your contacts

Have an announcement to make to a group of your contacts? Easy. No more copy and paste. Simply select the script you want and multi-select the users you want to send it to.

Get tons of support from our specialized team

15. Dedicated live chat support

The PULSE by Penny Support Team is available every day, 24/7 to help answer inquiries LIVE. Just click the PULSE by Penny support bubble in the corner of your web app screen and type in any inquiries you may have.

16. Video tutorials

Need some visuals to help you better navigate the app? There are tons of video tutorials available for your learning and viewing pleasure. Click on the "Articles & Videos" button located on the left side of the App to view them all!

17. Help articles

The PULSE by Penny Help Center offers dozens of articles for you to choose from with numbered instructions, visuals, and a search engine to look up any keywords that will help you find what you're looking for. Click on the "Articles & Videos" button then "More articles" to access our help centre!


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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