Behavioral Analytics

Stop Guessing: Behavioral Intelligence for Zoho CRM

TeamPulse is a behavioral intelligence layer for Zoho CRM that diagnoses team performance through discipline scoring, momentum tracking, and activity pattern analysis — before financial impact occurs.

Get on Zoho Marketplace → Request Free Trial

No installation fees · Read-only access · 5-minute setup

0-100
Discipline Score
6 Weeks
Momentum Tracking
15
Feature Deep-Dives
The Problem

Pain Points We Solve

Your CRM shows which deals are stuck but not why. Is it a rep engagement problem, a process gap, or a pipeline hygiene issue? TeamPulse surfaces the behavioral root cause before the deal is officially lost.

By the time a revenue miss is visible, it is too late to intervene. TeamPulse's momentum tracker and discipline scoring surface decline 2-3 weeks before financial impact appears on the board.

  • Get behavioral root causes of stuck deals
  • Flag structural decay before it becomes a crisis
  • Turn 1:1s into evidence-based coaching
  • Provide immediate context for new sales managers
Features

15 Feature Deep-Dives

Dashboard & Discipline Score

Team command center. Reps displayed as tiles with real-time Discipline Score (0-100), color-coded by performance thresholds.

  • Color-coded thresholds
  • 5-minute sessionStorage cache
  • Customizable scoring weights

Coaching Signals Feed

Structured behavioral alerts organized by severity (Critical, Warning, Info) linking directly to target CRM records.

  • Three severity tiers
  • Direct links to CRM records
  • Action-workflow completions

Momentum Tracker

Measures behavioral trajectory over a rolling 6-week window, classifying reps as Growing, Stable, or Declining.

  • WoW activity trend monitoring
  • 6-week smoothing filters
  • Color-coded team momentum indicator

Deal Hygiene Monitor

Audits every open deal against 6 structural risk flags: missing close date, stagnation, overdue follow-ups, and more.

  • Configurable stagnation threshold
  • 6 distinct structural risk flags
  • Prevents quarter-end surprises

Correlation Analysis

Uses Pearson r-coefficient calculations to link behavioral inputs (calls, tasks, deal touches) to actual sales outcomes.

  • Pearson r calculations
  • Identifies org-specific drivers
  • Evidence-backed coaching priorities

AI Summary — BYOK

Generates natural-language behavioral summaries for managers without sharing key or data with external servers.

  • Browser-side direct API calls
  • Strictly behavioral guardrails
  • Lowers analytical barriers
How It Works

Architecture & Data Flow

  1. Secure Client-Side Ingestion

    Zoho CRM COQL queries fetch calls, tasks, deals, and events. Data stays securely within Zoho's official infrastructure.

  2. Real-Time Scoring

    Client-side scoring engine computes 5-factor Discipline Score for each rep based on activity and CRM structure.

  3. Session Cache & Render

    sessionStorage cache (5 min) keeps data fresh without overloading Zoho APIs. Results render in 19 widget views with zero write-back.

How it works screenshot

Security & Privacy Architecture

TeamPulse is designed with absolute privacy at its core. No CRM data is ever replicated or stored on external servers.

  • Read-Only OAuth: Enforced at Zoho permission level — cannot write, edit, or delete records.
  • No External Database: All data lives in sessionStorage or local browser cache.
  • No External Telemetry: No analytics, tracking pixels, or usage metrics are transmitted.
Security & Privacy Architecture

What TeamPulse Is NOT

Understanding product boundaries prevents misuse and keeps expectation aligned.

  • Not a Financial Tool: Does not predict revenue or track sales quotas.
  • Not a CRM: Does not create, modify, or delete CRM records.
  • Not a standalone SaaS: Operates entirely as a Zoho Custom Widget.
What TeamPulse Is NOT
Integrations

Fully Native inside Zoho CRM

Zoho CRM
OpenAI GPT-4
DeepSeek AI
Customer Stories

Loved by teams worldwide

★★★★★
TeamPulse catches performance decline 2-3 weeks before it appears in revenue. It changed how we run our weekly rep 1:1s.
Sales Operations Lead
Zoho CRM Customer
★★★★★
The private localStorage notes and read-only architecture made compliance approval a breeze. Outstanding security design.
IT Security Officer
Enterprise SaaS Administrator
Plans

Choose the plan that fits your team

All plans installed from Zoho Marketplace. Upgrade or cancel anytime.

Starter

For individual reps exploring behavioral metrics

  • All core views included
  • Demo Mode with stable dataset
  • Date range & team filters
  • Export: PDF, PNG, CSV
  • Email support
Get on Zoho Marketplace →

No installation fees · Read-only access · 5-minute setup

Most Popular

Team

For sales managers running weekly coaching reviews

  • All Starter features
  • Live Zoho CRM data (all modules)
  • AI Insights with BYOK
  • Role-based visibility (RBAC)
  • Coaching Signals & Momentum Tracker
  • Priority email support
Get on Zoho Marketplace →

No installation fees · Read-only access · 5-minute setup

Organisation

For VP Sales and multi-team enterprise organizations

  • All Team features
  • Unlimited teams and reps
  • Compare View and Health Scorecard
  • Coaching Journal (localStorage)
  • Dedicated onboarding support session
Get on Zoho Marketplace →

No installation fees · Read-only access · 5-minute setup

19
Coaching Views
100%
Client-Side Privacy
Zero
Server Setup
FAQ

Frequently Asked Questions

TeamPulse runs inside your browser using the Zoho Custom Widget SDK. It queries your Zoho CRM instance in real-time, meaning your data never leaves Zoho's secure servers.

The Discipline Score is a weighted 0-100 score based on 5 factors: call volume consistency, task follow-up speed, deal touch frequency, pipeline hygiene completeness, and activity streaks.

Settings configurations, your BYOK AI API key, and your Coaching Journal notes are stored in your browser's localStorage. If you clear your browser cache, this local data is deleted. No data is stored on Zybroz servers.

Yes — TeamPulse is free during the initial early access period. Once live on the marketplace, a 30-day free trial will be available for all paid plans.

Support

We've got you covered

Documentation

Step-by-step guides, API reference, tutorials, and everything you need to get the most out of TeamPulse for Zoho CRM.

Read the Docs

Changelog

Stay up to date with the latest features, bug fixes, and improvements. Release notes for every version.

View Changelog

Get Support

Have a question or hit a snag? Our support team and community are ready to help you succeed.

Contact Support

Stop Guessing. Start Coaching with Evidence.

Install TeamPulse from the Zoho Marketplace in under 2 minutes. Gain complete visibility into your team's sales behavior today.

Get on Zoho Marketplace → Request Free Trial

No installation fees · Read-only access · 5-minute setup

Get on Zoho Marketplace Request Free Trial
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