Get started with Wealthbox + Pulse 360
Modern CRM integrated with advanced note-taking technology to streamline your practice.
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.
Meeting notes created in Pulse360 are added to Wealthbox’s meeting description field automatically.Resources
“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.”
Anand Sheth
CEO of Pulse360
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