Capture Every Detail with CaptureGenius – Your AI Note-Taker for Online & In-Person Meetings

Stay fully engaged with your clients. CaptureGenius seamlessly takes notes for you, so you never miss a moment or detail.
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CaptureGenius by Pulse360. Capture meeting via recording it

Eliminate your double work with our integrations

Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes

"will save you a lot more than 3-minutes a week"

"Pulse360 pays for itself in terms of ROI"

Financial Advisors, waste a ludicrous amount of time. Michael Kitces said
Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI.”
Michael Kitces
Quote from  @ XYPN Conference

How it works

Connect with Zoom, Microsoft Teams, Google Meet or record in person

1. Take Notes

Capture every detail – record, dictate, type, or handwrite your notes seamlessly.
LEARN MORE

2. Organize

Let our AI help you organize your notes and create CRM tasks or workflows
LEARN MORE

3. Document

Send non-AI looking documents that make you look like a professional that you are
LEARN MORE

Take meeting notes

Record, dictate, type or even handwrite your meeting notes. The only complete note-taker.
Schedule Demo
CaptureGenius by Pulse360. Capture meeting via recording it

Get organized

Storing notes in your CRM is just the start, but it can lead to future roadblocks. With NoteGenius AI, Pulse360 becomes your second brain—organizing your insights and keeping you prepared for what’s next. Say goodbye to bottlenecks and hello to streamlined advice.
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Use NoteGenius AI to organize meeting notes

Impress your clients

Craft polished, client-ready summaries that look custom-made, not AI-generated. Maintain your professional edge with templates tailored to your style.
See sample summary
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Schedule a demo or start 30-day trial 

Getting started is easy with our 1-on-1 onboarding customized to you.
“engine for client communication”
Yohance - A financial advisor that uses Pulse360
“Pulse has been a game changer in helping us document notes/advice/strategy in a concise manner that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships w/o it. "
Yohance Harrison
Financial Advisor
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.
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