Terms of Service

Pulse is a monitoring and reporting service that sits on top of your Follow Up Boss account. It identifies follow up problems, shows the records behind each finding, recommends an action and measures whether the result improved. Pulse is not a lead generation service and does not contact your leads or clients.

You are responsible for the accuracy of your account details, for keeping your credentials secure, and for the actions of the users you invite. Access inside your account is role based, and you decide which of your people can see what.

After you choose your team size and billing schedule and enter a card, no subscription charge occurs yet. You then connect Follow Up Boss and Pulse runs a business audit, ready within one business day. A 30 minute audit and setup call is required. During that call we configure your thresholds, report recipients, report schedule, priorities and any permitted CRM actions.

Your 14 day trial begins only after you approve that configuration, so you receive all 14 days of a configured Pulse account.

The trial runs for 14 days from the day your configuration is approved. We give you three days' notice before the first charge. Your exact billing date and amount are shown at checkout and again in that notice.

Pricing depends only on the number of agents on your team. Monthly, quarterly and annual schedules are available. Quarterly is billed every 3 months at a 5 percent discount. Annual is billed once a year and gives you 12 months for the price of 10. Discounts are not combined with additional coupons. Founding member pricing, where offered, is locked for 12 months from your start date.

If your team grows into a larger band, we move you at your next renewal rather than the day you hire. Occasionally we approve a longer trial for selected beta customers at our discretion.

Cancel any time. If you cancel before the disclosed billing date during your trial you are not charged. After that, cancellation stops future charges and your access continues to the end of the period you have paid for. Pulse stops reading your Follow Up Boss on the next cycle.

Pulse starts read only. CRM changes stay off unless you approve a specific rule during setup. Every permitted change is logged, and reversible actions include an undo path where Follow Up Boss supports it.

No notes, tags, tasks or stage changes are enabled by default. You can review what Pulse changed and why at any time, and you can switch any approved rule back off.

You choose your report days, delivery time, timezone and recipients, including whether delivery is owner only or extends to individual agents where permitted. Agent text messages require the agent's own opt in and respect the daily limits agreed during setup.

Pulse findings and recommendations are generated from the data in your CRM, in some cases with AI assistance. They are informational. Where data is missing, partial or misconfigured Pulse labels it as such. Pulse is not legal, financial, tax or brokerage compliance advice, and business decisions remain yours.

Do not use Pulse to send unsolicited messages, to access an account you are not authorised to access, to reverse engineer the service, or to resell it without a written agreement with us.

Pulse depends on Follow Up Boss and other third party providers. We are not responsible for outages, changes or data errors originating in those services, though we will tell you when we detect them.

We work to keep Pulse running every day and monitor operational errors, but the service is provided as is without warranties of uninterrupted availability. To the extent permitted by law, our total liability is limited to the fees you paid in the 12 months before the claim.

If we make a material change we will email the account owner before it takes effect. Continuing to use Pulse after that date means you accept the updated terms.

Support is by email at support@unbrokenconsulting.com. See also our Privacy Policy.