TeamPulse for SuiteCRM is an AI-powered behavioral intelligence extension that transforms CRM activity into actionable coaching signals, discipline scoring, and momentum insights. TeamPulse helps you detect sales execution gaps before they impact revenue. It turns everyday CRM activity into clear coaching signals, discipline scores, and early performance insights — so managers can act before pipeline problems appear.
Installation Guide
Installing the Add-on
Getting Started with TeamPulse for SuiteCRM
Version: 0.9.9 | Platform: SuiteCRM 7.10+
TeamPulse is a SuiteCRM module that provides behavioral intelligence for sales teams — discipline scoring, coaching signals, momentum tracking, and BYOK AI summaries.
1. Installation
Requirements
SuiteCRM 7.10+ (CE or EE)
PHP 8.1+
MySQL 5.7+ or MariaDB 10.3+
Active SuiteCRM cron job (for scheduled reports)
Steps
- Purchase from the SuiteCRM Store and download your plan ZIP:
TeamPulse-v0.9.9-monthly.zip/yearly.zip/onetime.zip
Log in as Administrator → Admin → Module Loader
Upload the ZIP → click Install
Go to Admin → Repair → Quick Repair and Rebuild (required — compiles nav extensions)
TeamPulse now appears in the top navigation bar under ALL
Nav not showing? Go to Admin → Display Modules and Subpanels, drag TeamPulse from Hidden to Displayed, save, then hard-refresh (Ctrl+Shift+R).
2. First Login
Navigate to TeamPulse via the top nav or Admin → TeamPulse Dashboard.
On first load you will see the Setup Wizard:
API Connection — confirms PHP backend is reachable
Scoring Rules — set weights for the 5 behavioral factors
License — enter your license key from the SuiteCRM Store
3. License Activation
Go to Settings → License tab.
Paste your license key from the SuiteCRM Store email
Click Activate License
Status changes to green "Licensed" with your plan type
Trial keys: Available from the Store. Grants 30-day full access. No credit card required.
4. Live vs Demo Mode
Settings → General → Data Source
| Mode | What it shows |
|---|---|
| Demo | 10 fictional reps across 3 teams — safe for training/demos |
| Live | Real SuiteCRM users, calls, meetings, tasks, opportunities |
Switching to Live requires a valid license. Demo mode is the default on install.
5. Understanding the Discipline Score
Each rep gets a 0–100 Discipline Score based on 5 weighted factors:
| Factor | What it measures |
|---|---|
| Follow-up Consistency | Tasks completed on time, follow-ups logged |
| Task Completion Ratio | % of tasks done vs. overdue |
| CRM Update Frequency | How often the rep logs activity |
| Deal Hygiene Quality | Open deals without stale stages or missing next steps |
| Activity Continuity | Daily/weekly rhythm of CRM engagement |
Score bands:
90–100 Exceptional — top process discipline
70–89 Standard — minor gaps
50–69 Needs coaching — visible process breakdown
0–49 Critical — immediate intervention required
6. Key Views
| View | Purpose |
|---|---|
| Dashboard | Team overview, heatmap, KPI cards |
| Rep Drilldown | Individual scorecard, activity timeline |
| Coaching Signals | Automated alerts (stale deals, overdue tasks, score drops) |
| AI Summary | Natural language team health summary (requires BYOK AI key) |
| Leaderboard | Ranked team scores with streak badges |
| Journal | Manager coaching notes per rep |
| Export | Download CSV of team scores |
7. Recommended First Week
| Day | Action |
|---|---|
| Day 1 | Install, run QRR, enter license key, set scoring weights |
| Day 2 | Switch to Live mode, review first real scores |
| Day 3 | Check Coaching Signals — identify at-risk reps |
| Day 5 | Use Journal to log 1:1 coaching notes for bottom-quartile reps |
| Day 7 | Schedule weekly email report via Settings → Schedule tab |
Saving Comment...
