Your KPIs in real time. Know exactly where you stand.
PulseKPI connects your CRM, transactions, ad accounts and QuickBooks, then keeps one live dashboard up to date for you. See ad ROI and ROAS by lead source, your goal countdown, and a summary every morning. No spreadsheets, no manual entry.
- Read-only connections
- Set up in about 30 minutes
- Built for solo agents, teams and brokerages
GCI by month · 2026 vs 2025
ROAS · paid sources
Connect. See. Act.
PulseKPI is a bot, not another app to update. It pulls your numbers every day and tells you what changed.
Connect
Pick your CRM from the top five or search 30+ others, then sign in to your transaction manager, ad accounts and QuickBooks, or link your spreadsheet. Every connection is read-only.
Try the Connect your CRM step →See
Your first dashboard is ready the same day: goal countdown, GCI, pipeline, ROI and ROAS by source, lead funnel and agent leaderboard, all as graphs.
Open the live demo →Act
Every morning you get a short summary by text or email: where you stand, what pace you need, which leads went stale, and where to move ad spend.
Graphs first. Every number tied to closed GCI.
No tables to dig through. Each view answers one question about your business.
Find out which lead sources actually pay.
PulseKPI matches each lead in your CRM to its ad spend and to the commission it closed. You see ROAS, ROI, cost per lead and cost per closing for Zillow, Google, Meta, Realtor.com, your sphere and open houses side by side.
- ROAS = closed GCI ÷ ad spend, per source
- Paid-only or all-sources views
- Weekly tip on where to cut or boost spend
Your year-end goal, counting down live.
Set annual goals for GCI, closings and volume. The ticker sits at the top of your dashboard and leads every morning summary: percent to goal, days left, and the monthly pace you need versus the pace you are running.
- Green when your pace covers the gap, amber when it doesn't
- A marker shows where an even pace would put you today
- Counts down to Dec 31 in your local time
Five lines at 7 AM. Know your day before coffee.
The bot refreshes everything overnight, then texts or emails a short summary: your goal ticker, yesterday's wins, new pending GCI, leads that need a call, and any data gaps like a deal with no price.
- Text or email, your choice
- Flags stale leads and overdue tasks
- Reply with a question and get an answer
GCI is at 81% of $1M with 60 days left. You need $98K/mo, running $81K.
Suggestions to cut, shift or renegotiate.
Every quarter the bot reviews ROAS by source, cost per closing trends, and recurring subscriptions and duplicate tools. Then it suggests where to save. It only advises: it never pauses ads, cancels anything or moves money.
- Spots duplicate tools and forgotten subscriptions
- Cost per closing, quarter over quarter
- Uses your QuickBooks or spreadsheet expenses
Tax-ready reports, shared only when you approve.
Each quarter and at year-end, PulseKPI builds a report pack from QuickBooks: profit and loss, expenses by Schedule C-style category, mileage log, 1099 contractor totals and a suggested tax set-aside. Your CPA or bookkeeper gets it only after you tap approve.
- PDF pack, sent only after your approval each time
- Your CPA never needs your QuickBooks login
- Suggested quarterly set-aside from net income
Desert Peak Realty Team · from QuickBooks
Example figures. PulseKPI organizes your numbers; it does not give tax advice.
Pipeline forecast
Projected GCI by expected close month from contracts, listings and hot buyers.
Lead funnel
Leads to contacted to appointments to closed, by paid ads or sphere.
Agent leaderboard
GCI, closings and volume per agent, updated daily for teams.
Revenue vs expenses
Monthly or year-to-date P&L from QuickBooks, with net income.
Works with the tools you already use
Sign in once through each provider. PulseKPI reads your data every day and keeps the dashboard current.
CRM
Leads, source, stage and first contact for cost per lead, speed to lead and lead-to-close.
Transaction manager
Deals under contract, close dates, prices and commission for pipeline GCI and closings.
Email (coming later)
Coming in a later version: lead replies, deal updates and receipts, read-only, for response time and spend tracking.
Ad accounts
Spend, clicks and leads by campaign, matched to closed GCI for ROAS and cost per closing.
Financials and taxes
Income, expenses by category and P&L for net income and ROI, plus quarterly tax packs.
Smart watch
OptionalActivity, sleep and stress charted next to calls, showings and closings to spot burnout weeks. Never feeds a money KPI.
Morning summary
Your daily KPI summary arrives where you already look.
Don't see yours?
Tell us what you use when you join the waitlist. We add connections based on demand.
Private by design. Read-only access everywhere. You sign in through each provider's own OAuth screen, so PulseKPI never stores your passwords. Data is encrypted, and you can disconnect any source at any time.
Integrations are in development and availability at launch may vary. Product names are trademarks of their respective owners and are used only to describe compatibility.
Simple monthly plans
One subscription covers the bot, the live dashboard and the morning summary. Try it free for 14 days, no card needed. Pay yearly and get 2 months free.
Solo
For one agent
or $990/year
- 1 agent dashboard
- All KPIs and live goal ticker
- ROI and ROAS by lead source
- Daily morning summary
- Quarterly spend review and CPA tax pack
Team
For teams up to 10 agents
or $2,990/year
- Everything in Solo
- Up to 10 agents, then $20 per extra seat
- Agent leaderboard
- Team pipeline forecast
- Team and agent branding on top
Brokerage
For brokerages and large teams
or $7,990/year
- Everything in Team
- Up to 40 agents, then $15 per extra agent
- Real-time brokerage GCI and P&L
- Multiple teams and offices
- Done-for-you setup
Founding offer: the first 50 accounts get 30% off for as long as they stay. 14-day free trial, no credit card.
Questions, answered
Is PulseKPI an app I have to update?
No. PulseKPI is a bot. It pulls data from your connected tools every day, refreshes your dashboard, and sends you a morning summary. You never type numbers into it.
What do I need to connect?
At minimum your CRM. For the full picture, add your transaction manager, ad accounts (Meta and Google), and QuickBooks Online or your spreadsheet. A smart watch is optional. Most agents finish setup in about 30 minutes.
How is ROAS calculated?
ROAS is closed GCI from a lead source divided by the ad spend on that source. ROI is closed GCI minus cost, divided by cost. PulseKPI matches leads in your CRM to closed deals in your transaction manager, so the numbers reflect real commission, not just clicks.
Do you store my passwords?
No. You sign in through each provider's own OAuth screen, or use a read-only API key where that is all the provider offers. Access is read-only, data is encrypted, and you can disconnect any source at any time.
Will the bot ever pause ads, cancel tools or move money?
Never. The quarterly spend review only suggests cuts, shifts and renegotiations. You decide what to do.
How do the CPA tax reports work?
Each quarter and at year-end, PulseKPI builds a report pack from QuickBooks or your spreadsheet. You review it, and it is sent to your CPA or bookkeeper only after you approve that send. PulseKPI organizes your numbers; it does not give tax advice.
Does it work for solo agents and for teams?
Yes. Solo agents get every KPI and the morning summary. Teams and brokerages add an agent leaderboard, team pipeline and your team name on top of the dashboard.
When can I start?
PulseKPI is opening in stages. Join the waitlist or book a demo below and we will reach out when a spot opens.
Know exactly where you stand, every morning.
Get early access, or book a 20-minute demo with your own numbers in mind.
- No credit card
- Read-only connections
- Early-access pricing for waitlist members