Financial Advisors, you don't need superficial Redtail CRM 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.
Contacts
We seamlessly pull your contact details  from Redtail CRM into Pulse360.
Notes
We automatically send all your notes to Redtail CRM.
Tasks & Workflows
We magically create tasks in Redtail CRM and trigger workflows.

Start your 30-days free trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.

Our integration promise

We know, as financial advisors, you have had a less than ideal experience when it comes to technology integrations.

As a result of our two decades of experience being in your shoes, we promise to focus on deep integrations and make sure they work seamlessly.

We deeply integrate with the following financial advisory technologies.

Eliminate double work with our integrations

Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Create Riskalyze Risk Questionnaire links directly within Pulse360.
Salentica integrates with Pulse360
XLR8 integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
PreciseFP integrated into Pulse360 - software for financial advisors
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