View
01
Track active work, exceptions, owners, and recent activity from the same workspace.
v0 - ERP Systems
Pipeline Pulse ready.
Pipeline Pulse is a modern CRM for sales and customer success teams to manage companies, contacts, opportunities, activities, quotes, and support tickets. It gives reps a focused workspace for follow-ups and deal execution while helping managers monitor pipeline health, forecasting, overdue work, and customer risk.
✓No credit card✓Live in 60 seconds✓Install into your workspace
- ✓9 tables
- ✓2 proto workflows
- ✓6 operational views
- ✓One-click install
Schema
□
9
Schema
Tables included in the app
Proto
□
2
Proto
Workflow starting points
Views
□
6
Views
Operational screens
Forms
□
11
Forms
Entry points for users
Reports
□
4
Reports
Analytics and summaries
Access
□
4
Access
Suggested roles and scopes
01Built for
The teams that need this app.
Every role starts from the same installed system.
Operators
Daily teams
Run Pipeline Pulse with the tables and views needed for repeated operational work.
Managers
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Builders
Ready to extend
Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.
02The Loop
The process lives beside the data.
Install the app, then shape the workflow around how the business actually runs.
01
Install the app
Create a new app in your workspace from the published catalog copy.
Ready in appSTEP
State change
Configured after install
Review and adapt inside your workspace.
02
Review the schema
Start with 9 tables and the included relationships, forms, and views.
Ready in appSTEP
State change
Configured after install
Review and adapt inside your workspace.
03
Adapt the workflow
Update fields, Proto workflows, permissions, and reports around the process you actually run.
Ready in appSTEP
State change
Configured after install
Review and adapt inside your workspace.
04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Ready in appSTEP
State change
Configured after install
Review and adapt inside your workspace.
03AI and operators
Assistants that work inside the app.
Use AI as an operating layer over the same records your team uses.
Assistant
Data steward
Checks incomplete records, highlights stale work, and keeps the app ready for action.
Assistant
Workflow runner
Uses Proto workflows and app data to move routine steps forward with an audit trail.
Assistant
Reporting helper
Turns operational data into summaries that managers can review without exporting the app.
04Modules
Capabilities included on day one.
These are the app surfaces the installed workspace starts with.
ERP Systems
Core data
Core data is included as part of the published app starting point.
ERP Systems
Proto workflows
Proto workflows is included as part of the published app starting point.
ERP Systems
Operational views
Operational views is included as part of the published app starting point.
05Built for scale
Structured enough to grow with the team.
Start quickly without blocking the path to production operations.
Multi-user by default
Use roles and workspace permissions to let different teams operate from the same app.
Structured records
Data lives in typed tables with views, forms, references, and audit-friendly history.
Workflow-ready
Proto workflows can be connected to the schema and adapted after install.
API-accessible
Use the app through UI workflows or API surfaces as your implementation matures.
06What you get
Views, records, and workflow controls.
The public page preview uses the same structure as the production product pages.
Records
Live
Connected to installed app data
Proto
Ready
Workflow layer available after install
Track active work, exceptions, owners, and recent activity from the same workspace.Live
View - Operational dashboard
Table
02
Work from filtered, grouped, and role-aware table views instead of static templates.
Records
Live
Connected to installed app data
Proto
Ready
Workflow layer available after install
Work from filtered, grouped, and role-aware table views instead of static templates.Live
Table - Core records
Proto
03
Use Proto to model the real process around the data after installation.
Records
Live
Connected to installed app data
Proto
Ready
Workflow layer available after install
Use Proto to model the real process around the data after installation.Live
Proto - Workflow control
07Compared
Blank setup vs a published app.
Start from a working system instead of a blank canvas.
The old way
ERP.AI
Starting point
Blank app, spreadsheet import, and manual setup.
✓Published app copy with schema, views, forms, and defaults.
Workflow
Process lives outside the system.
✓Proto workflows can run beside the records they operate on.
Iteration
Changes require rebuilding the system from scratch.
✓Edit fields, views, permissions, and workflows after install.
Access
Shared credentials or duplicated sheets.
✓Workspace users, roles, and app-level permissions.
08Time to value
Install, adapt, operate, scale.
A practical rollout path from first click to real team usage.
Day 1
Install
Create the app, inspect the included schema, and open the first records.
Week 1
Adapt
Rename fields, add missing views, and connect the first Proto workflow.
Month 1
Operate
Move real work through the app and refine reports from production usage.
Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
09Trust
Workspace-safe by design.
The catalog app is a source. Your install is a separate app copy.
App copy isolation
Install creates a separate app for your workspace rather than editing the catalog source.
Audit-ready changes
Records, schema changes, and workflow actions stay tied to your workspace history.
Open extension path
Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.
10FAQ
Common questions.
Install behavior, ownership, and edits after publish.
What gets installed with Pipeline Pulse?
The published app installs into your workspace with its schema, views, forms, and configured starting data.
Can I change the app after installing it?
Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.
11Related apps
Need another starting point?
Adjacent apps can be installed from the same catalog.
ERP Systems - Ready to install
Install Pipeline Pulse
in 60 seconds.
Pipeline Pulse is a modern CRM for sales and customer success teams to manage companies, contacts, opportunities, activities, quotes, and support tickets. It gives reps a focused workspace for follow-ups and deal execution while helping managers monitor pipeline health, forecasting, overdue work, and customer risk.
1 modules - one workspace install