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Pricing (OxyExtras)
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Note-taker Only
Starter Plan
AI Note-taker only plan
Start with ready templates
$99
$49
per month
Start 14-day trial
Start 14-day trial
Compliant AI Note-taker
20-hour of monthly recording
CRM Integrations
AI Note Organizer
CRM Integrations
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
For small teams of 1 advisor plus 1 virtual staff. Additional users cost $29 per user per month
More Info
Pro Plan
AI Note-taker plus a whole lot more
Everything but AI Notetaker
$199
$99
includes 3 users / month
Start 30-day trial
Start 30-day trial
Compliant AI Note-taker
20-hour of monthly recording
CRM Integrations
AI Note Organizer
Deliverables Builder
Content Library
& more
AI Note Organizer
Deliverables Builder
Content Library
CRM Integrations
& more
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
More than 3 users, the Team Plan is the best option. This plan does not include AI Note-taker
More Info
Team Plan
AI Note-taker plus a whole lot more
Everything but AI Notetaker
$299
$149
includes 5 users / month
Start 30-day free trial
Start 30-day free trial
Compliant AI Note-taker
40-hour of monthly recording
CRM Integrations
AI Note Organizer
Deliverables Builder
Content Library
& more
AI Note Organizer
Deliverables Builder
Content Library
CRM Integrations
& more
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
Additional users above 5 are at $29 per user. This plan does not include AI Note-taker
More Info
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Join hundreds of advisors who rely on Pulse360 as their documentation & workflow automation engine
Pricing (New)
With Note-taker
Without Note-taker
With Note-taker
Without Note-taker
Note-taker Only
AI Note-taker only plan
$99
per month
Start 14-day trial
Compliant AI Note-taker
20-hour of monthly recording
CRM Integrations
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
Pro Plan
AI Note-taker plus a whole lot more
$199
includes 3 users / month
Start 30-day trial
Compliant AI Note-taker
20-hour of monthly recording
CRM Integrations
AI Note Organizer
Deliverables Builder
Content Library
& more
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
Team Plan
AI Note-taker plus a whole lot more
$299
includes 5 users / month
Start 30-day free trial
Compliant AI Note-taker
40-hour of monthly recording
CRM Integrations
AI Note Organizer
Deliverables Builder
Content Library
& more
You can add additional recording hours in blocks of 10 hours a month for $49/per block of 10 hours.
More Info
Starter Plan
Start with ready templates
$49
per month
Start 14-day trial
AI Note Organizer
CRM Integrations
For small teams of 1 advisor plus 1 virtual staff. Additional users cost $29 per user per month
More Info
Pro Plan
Everything but AI Notetaker
$99
includes 3 users / month
Start 30-day trial
AI Note Organizer
Deliverables Builder
Content Library
CRM Integrations
& more
More than 3 users, the Team Plan is the best option. This plan does not include AI Note-taker
More Info
Team Plan
Everything but AI Notetaker
$149
includes 5 users / month
Start 30-day free trial
AI Note Organizer
Deliverables Builder
Content Library
CRM Integrations
& more
Additional users above 5 are at $29 per user. This plan does not include AI Note-taker
More Info
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