Pulseo simplifies the management of your quotes, invoices and clients in a modern, intuitive interface. Windows desktop application + web interface, cloud synchronization and professional PDFs.
Pulseo brings together all the essential tools to manage your quotes, invoices and client relationships.
Create your quotes and invoices in a few clicks. One-click quote-to-invoice conversion, automatic numbering and legal compliance.
Built-in CRM to track your clients: contact details, transaction history, notes and automatic reminders.
Manage your catalog of products and services with prices, descriptions, categories and custom discounts.
Multi-salesperson management with automatic commission calculation, targets and individual performance tracking.
Professional PDF generation with your logo, legal notices, payment terms and a polished layout.
Dashboard with key indicators: monthly/annual revenue, unpaid invoices, number of clients, revenue trend.
Catalog synchronized with Phoenix Pro (editions, modules, training, maintenance), server-side pricing, discounts subject to approval, signed acceptance link for the client, license generated automatically.
Administrators in Pulseo, sales reps in a dedicated quoting portal: everyone sees only what concerns them. Encrypted sessions, Argon2id passwords, tamper-proof audit log.
Work from your Windows workstation or from any browser. Your data is always up to date.
Pulseo is built on modern, proven technologies.
| Desktop Application | Windows 10/11 (64-bit) |
| Web Interface | React + Tailwind CSS |
| Database | MySQL (Infomaniak cloud) |
| Synchronization | Secure REST API (HTTPS) |
| Server-side generation, legal compliance | |
| License | Included for Phoenix Pro customers; monthly or annual subscription otherwise |
| Language | French (interface and documents) |
| Support | Email: joel.trehet@chloneo.com |
Pulseo already runs the sales operations of Chloneo and its partners: quotes, invoices, Phoenix licenses and online sales portal. Contact us for a demonstration or access.