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