Now you can drop the hodge-podge of how you take notes during the meeting. You can handwrite notes, search for them, draw on charts, type in meeting notes - all in a single place.
No more "where's my handwritten notes?"
Instead of paper, use an iPad to take handwritten notes directly in Pulse360. Easily find them under the client and meetings.
Make it visual for clients
You can paste charts in and use the pencil to draw on them to make it more visual for your clients. Automatically saved for later reference.
Cut four steps out
Waiting for your notes, scanning paper notes, naming the file and saving in the client folder - all in the past. Handwritten notes automatically organized for you.
Streamline typing your notes
If you prefer typing during the meeting, drop Microsoft Word or Google Docs. Do it in Pulse360 and with a single button click, it syncs to your Redtail, Wealthbox or Salesforce CRM.