Less time managing. More time delivering.
Build the follow-up, nurture, and onboarding sequences that your business needs to run consistently - then let them run without you.
Channels Included
The problem
Manual follow-up is the most expensive thing in your business.
Every new client who onboards without a structured sequence is a retention risk.
The reality is that most business owners know what they should be doing. They just don't have the time or the system to do it consistently.
Automations inside PulseHub are not a set-and-forget gimmick. They are structured, strategic sequences designed around how your business actually closes and retains clients.you, or DMs you on Instagram, every message shows up in the same place - with the full conversation history, their contact record, and their pipeline stage right alongside it.
Send and receive emails from within PulseHub. Every thread is attached to the contact record, so you never lose context when switching between clients.
Replaces: Gmail or Outlook tabs
Facebook Messaner
All Facebook page messages land directly in your PulseHub inbox. No more logging in to Business Suite to respond to leads who found you through your Facebook page or ads.
Replaces: Meta Business Suite
Instagram DM's
Instagram direct messages, including replies to stories and reels, come straight into PulseHub. Respond without opening Instagram and keep the conversation in one thread.
Replaces: Instagram App
wha'ts included
Sequences for every stage of the client lifecycle.
Lead follow up sequences
The moment a lead enters your system, a follow-up sequence begins. Timed SMS and email messages keep your business visible while you are busy working with existing clients.
Nurture workflows
For leads that are not ready to buy yet. Multi-step nurture sequences deliver value, build authority, and keep you top of mind until the timing is right.
Appointment reminders
Automated confirmation and reminder messages reduce no-show rates significantly. Sent at the right intervals: immediately on booking, 24 hours before, and one hour before the appointment.
Post purchase onboarding
When a client converts, their onboarding begins automatically. Welcome messages, intake forms, resource delivery, and check-in touchpoints , all triggered by the booking or payment event.
Re-engagement sequences
Contacts who go quiet after initial interest are automatically entered into a re-engagement sequence. A well-timed message to a warm lead costs nothing and often converts.
Review request automation
After an appointment or purchase, a review request is sent automatically. Consistent, polite, and timed correctly. Your Google rating grows without anyone lifting a finger.
How it works
Build once. Run continuously
PulseHub automations use a visual workflow builder. Set your trigger (form submission, appointment booking, tag applied, pipeline stage change), define your sequence, and publish. The workflow runs every time the trigger fires.
Visual drag-and-drop workflow builder
Triggers: form fills, bookings, tag changes, pipeline moves, payments
Actions: SMS, email, internal notifications, pipeline updates, wait steps
Conditional branching based on lead behaviour and contact data
Test mode to review sequences before going live
In practice
What a typical automation sequence looks like.
Lead fills in a form on the ad landing page
Contact record created in PulseHub immediately
Automated SMS sent within 30 seconds: personalised greeting with a booking link
If no response in 2 hours: follow-up email sent with more detail about the service
If no booking in 48 hours: second SMS sent with a low-friction question
Lead tagged and assigned to long-term nurture sequence if still no response
Internal notification sent to the business owner at each stage
Get started today
See how automations would work for your business.
Book a walkthrough and we will map out the sequences your business needs to run more consistently.
Set up in under 24 hours. New Zealand support.
The all-in-one CRM built for New Zealand service businesses. Capture, nurture, and convert, all in one place.
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Built in New Zealand for New Zealand businesses.