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Best Practice - Fast Note Captures

Date: July 27, 2021

Financial Advisors, you run a busy practice. What do you do when you need to write down a note? On paper? Post-it notes? In Microsoft Word?

The problem with the above methods is that when you want to search for them, you are wasting your time. When your team needs the info, you will start to type that up in an email to send to them. Additional time wasted. Every second matters to you. And you should have faith in your "system" that everyone will be able to find what you jotted down.

With Pulse360, you can quickly capture a note under a "Catch All" contact record. Either by typing or taking handwritten notes via your iPad with a Pencil.

And after you capture it, you or your assistant can go in and transfer the note to the correct contact.

And we automatically will sync the notes to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM.

Check out the video to see how you can take notes quickly in a single place.



If you are not using Pulse360, consider scheduling your demo to see how you can also take notes super fast and have it automatically sync to your CRM. Make your financial advisory practice more streamlined.

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With two decades of experience doing what you do every day, our founder, Anand decided to build automation technology for financial advisors like you.
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