Pro Plan - Team

$149
includes 5 users / month
$29 per additional user / month
Sign up →
90-day money back guarantee
Redtail CRM Integration
Wealthbox CRM Integration
Create Repeatable Text Templates
Create & Send Customized Emails
Powerful Search Filters
50MB Document Storage
Comprehensive Help via email, videos, knowledge center and phone
Extra Features Included
Take Handwritten Notes
Salesforce Integration
Automatic Disclosure Attachments
Organize Notes with Unlimited Tags
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
360 View - Meeting Intelligence Dashboard
Add 100+ notes in a click
Additional 450MB Document Storage
New Features added monthly

Pro Plan

$49
per user / month
$29 per additional user / month
Sign up →
90-day money back guarantee
Redtail CRM Integration
Wealthbox CRM Integration
Create Repeatable Text Templates
Create & Send Customized Emails
Powerful Search Filters
50MB Document Storage
Comprehensive Help via email, videos, knowledge center and phone
Extra Features Included
Take Handwritten Notes
Salesforce Integration
Automatic Disclosure Attachments
Organize Notes with Unlimited Tags
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
360 View - Meeting Intelligence Dashboard
Add 100+ notes in a click
Additional 50MB Document Storage
New Features added monthly

Starter Plan

$20
per user / month
$20 per additional user / month
Sign up →
90-day money back guarantee
Redtail CRM Integration
Wealthbox CRM Integration
Create Repeatable Text Templates
Create & Send Customized Emails
Powerful Search Filters
50MB Document Storage
Comprehensive Help via email, videos, knowledge center and phone
Time Saving Features Not Included
Salesforce CRM Integration
Take Handwritten Notes
Automatic Disclosure Attachments
Organize Notes with Unlimited Tags
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
360 View - Meeting Intelligence Dashboard
Add 100+ notes in a click
Additional Storage

Enterprise

Custom
Organization / month
Initiate a chat →
Everything in Pro Plan
Audit Logs
Compliance View
Compliance Alerts
Multiple Workspace Access

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30

days

What our advisors say about us

Rich Oring
Financial Planner
I used to take work home over every weekend. I don't do that anymore.

Features available in All Plans

Redtail CRM integration
Automatically push notes, create tasks and trigger workflows in your Redtail CRM from Pulse360. Avoid double or even triple work.
Learn more
Wealthbox CRM integration
Automatically push notes, create tasks and trigger workflows in your Wealthbox CRM from Pulse360. Avoid double or even triple work.
Learn more
Custom Templates
Not all your emails are the same. Sometimes it is a client to-do; other times it is an agenda or a follow-up. Easily customize document templates for your needs.
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Note Templates
Stop writing from scratch every time. You can create repeatable note templates and use them forever to save you time and avoid writer's block.
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Document Vault
You can stop navigating your folder system and have frequently used PDF documents available at your finger tips to attach to notes and send out via email.
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Powerful Note Searching
Excel-like filters to help you search your meeting notes in seconds.
Learn more

Features not available in Starter Plan

Only Available in Pro or  Team Plans

Salesforce CRM integration
Automatically push notes and create tasks in your Salesforce CRM from Pulse360. Avoid double work.
Learn more
Use Tags to organize
What if you could tag an individual meeting note? Now you can. Allowing you to find the right note in seconds.
Learn more
Handwrite your notes
Hand writing notes on paper is highly inefficient after the meeting or call. Now, get the best both of worlds - digitally handwrite and have it instantly filed.
Learn more
Automatic Document Attachment
Sending disclosures is sometimes forgotten. Now, attach it to a note template and it will automatically be sent to your clients when you email. Bonus: It will be logged for you as well!
Learn more
Automatic Task Creation
Imagine automatically creating tasks when you add meeting notes. Well, with Pulse360, you can now define your task templates and they will automatically be created in Redtail, Wealthbox, and Salesforce CRM. Like Magic!
Learn more
Trigger Your Workflows
Redtail or Wealthbox gives you the power to create workflows. We give you the power to automatically trigger them from Pulse360 when you add notes. Never, ever, forget to start a workflow again!
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Meeting Intelligence Dashboard
360 View gives you insights at-a-glance of your past and future meetings: agenda created, sent or follow-up sent? You can instantly see it all.
Learn more
Add 100 notes in a click
Using Collections, you can add 1 note or 100+ notes to a contact in a single click. Agendas and follow-ups ready in no time.
Learn more
Made with ❤️ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.
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