Streamline your Meetings

Capture meeting notes and send professional summaries
Special Launch Pricing - Limited Time Offer

Starter Plans

Limited Feature Plans

WHAT'S INCLUDED

NoteGenius AI
CRM Integrations - Notes, tasks & workflows
CaptureGenius
Up to 20 hours a month of recordings

Starter
Plan

$99

Sign up
monthly for up to 3 users
14-day money back trial
1-year commitment

Team 
Plan

$149

Sign up
monthly for up to 5 users
14-day money back trial
1-year commitment

Features & Benefits

Equipping you with a powerful set of tools to help you get time back and scale your practice

CRM Integrations

Streamlines notes, tasks, and workflows in one place. Deep connection with Redtail, Wealthbox and Salesforce

Email Integration

No copy/paste and formatting fuss. Our built-in integration with your emails means your emails will come from your email looking professional. 

NoteGenius AI

1-click meeting notes to tasks, summaries, and organization.

CaptureGenius

No more manual note-taking. Record your meetings and have a transcript & summary of your meetings. 

Library

Why re-invent the wheel? Use the library feature to store your advice and processes. One click and you will accomplish five things.

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
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
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