# Zelleo Pulse | AI Lead Management, from Enquiry to Signed Quote

> Pulse answers every enquiry in minutes, gives each prospect a portal, drafts quotes from your rate library and takes them to e-signature. Your team closes.

URL: https://thezelleo.com/pulse/  
Last updated: 2026-11-05  
Publisher: Zelleo (https://thezelleo.com/)

Pulse · From enquiry to signed quote

# From enquiry to signed quote. Nobody who asks you for a price gets forgotten.

Pulse brings enquiries from every channel into one inbox and answers each one in minutes. Its agents give every prospect a portal of their own, draft the quote from your rate library and take it to e-signature. A person approves every quote, and your team takes over at the signature.

## The real problem

You don’t have a sales problem. You have a response-time problem you can’t see, because enquiries arrive in five places and are tracked in none.

Measure your Ghost Rate (enquiries with no reply) for one week. The target is zero.

## 02 Agents bring the deal in. Your team closes it.

Prospect management

When a lead comes in, Pulse’s agents carry it from first enquiry to signed quote. Your people step in when the prospect is ready to become a client, so the same team can take on more projects.

1. **Enquiry** (agents): Every lead is captured from any channel, answered in minutes and given a record.
2. **Prospect portal** (agents): The prospect gets a portal of their own to share their brief, plans and documents.
3. **Quote** (agents): An agent drafts the quote from your rate library. A person checks it before it goes out.
4. **Signature** (agents): The prospect comments line by line, asks for changes and e-signs to lock the price.
5. **Your team** (your people): Takes over at the signed quote: the site, the milestones, the payments and the handover.

Screens from Zelleo Studio (sample data): the agent drafts the quote from your own rates and past projects and a person sends it; the prospect reviews it in their own portal, suggests changes and e-signs, and the price locks.

## Interactive demo

Try Pulse in the interactive demo on this page. It runs on sample data, not customer results.

## 04 Pulse answers every enquiry in minutes, carries it to a signed quote and shows you where the rest leak out.

Pulse · in use

### 01. Inbox: Capture everything

*Inbox (sample data, not customer results).*
- A. Chat, WhatsApp, email, web form, card scan and event QR land in one inbox.
- B. An enquiry with no reply is counted in your Ghost Rate. The target is zero.

### 02. Hot window: Reply in the Hot Window

*Hot window (sample data, not customer results).*
- A. First replies follow your approved playbook within 5 minutes, and every response time is logged.
- B. Quotes, and any reply outside the approved playbook, stay drafts until a person approves them.

### 03. Intent: Score the intent

*Intent (sample data, not customer results).*
- A. A 0–100 Intent Score tells your team who to call first.
- B. 70+ means need, budget and timeline are confirmed.

## 05 How Pulse works.

How it works

### 0.1 Capture everything.

Chat, WhatsApp, email, web form, card scan and event QR land in one inbox.

*Capture everything (sample data, not customer results).*

### 0.2 Reply in the Hot Window.

First replies follow your approved playbook within 5 minutes, and every response time is logged.

*Reply in the hot window (sample data, not customer results).*

### 0.3 Score the intent.

A 0–100 Intent Score tells your team who to call first. 70+ means need, budget and timeline are confirmed.

*Score the intent (sample data, not customer results).*

### 0.4 Approve, sign and hand over.

A person approves every quote. The prospect e-signs it in their portal, and the won deal hands over to Crew with full context.

*Approve, sign and hand over (sample data, not customer results).*

## 06 What it connects to, what it logs, who approves and where it runs.

Specification

- **Connects to**: Chat, WhatsApp, email, web form, card scan and event QR.
- **Logs**: Every agent action on an enquiry is logged, and status changes can be undone.
- **Who approves**: Quotes, and any reply outside the approved playbook, stay drafts until a person approves them.
- **Where it runs**: On a Ground deployment, the model that scores your enquiries runs on your own servers.
- **Figures**: Every figure shown comes from a sample data set, not a customer result.

## Human approval

**A person approves every quote.**

Agents act within granted permissions; consequential actions need human approval.

## Related products

1. [Crew](https://thezelleo.com/crew/): Shared files and tasks, with a log of who opened what.
2. [Boardroom](https://thezelleo.com/boardroom/): Records meetings and turns every promise into a task.
3. [Margin](https://thezelleo.com/margin/): Checks every quote against the target you have to hit.

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