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Modern CRM integrated with advanced note-taking technology to streamline your practice.
Overview
Pulse360 uses automated technology software to fix remote and in-person workflow issues by converging all aspects of the meeting documentation process – from the preparation process to any follow-ups that may be needed. The integration with Wealthbox allows users to sync information between Pulse360 and Wealthbox that’s relevant to the pre/post meeting documentation process.
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“By combining the technology of Pulse360 and Wealthbox you have the perfect solution when it comes to alleviating time-wasting meeting documentation and having those populated within Wealthbox.”
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