Financial Advisors, you don't need superficial integrations. You need automation that actually does something.
That's what we deliver to you to save you headache and time. Check out how Pulse360 deeply integrates with Redtail CRM.
We seamlessly pull your contact details from Redtail CRM into Pulse360.
We automatically send all your notes to Redtail CRM.
Tasks & Workflows
We magically create tasks in Redtail CRM and trigger workflows.