Don't just store your meeting notes - make them actionable, searchable, repeatable.

Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. 
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Manage and Organize your meeting note with just Pulse360 application

Integrates seamlessly with your CRM

Redtail CRM integrates with Pulse360
Salesforce CRM integrates with Pulse360
Wealthbox CRM integrates with Pulse360

Automate Your Practice

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