Use Cases
Convert Prospects
How do you stand out to your prospects?
Handwrite Notes
Your handwritten notes instantly available to your team.
Client Reviews
Systematize entire client reviews process
Annual Summary
Summarize an entire year in 20-seconds
Write Better & Faster
With Rephrase AI, your client communications will be clearer and concise.
Explore Client eXperience Framework
Pricing
Testimonials
Blog
Login
Schedule My Demo
Use Cases
Convert Prospects
Meeting Notetaker
Client Reviews
Annual Summary
Write Better & Faster
Explore All Use Cases
Testimonials
Pricing
Blog
Schedule Demo
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
heart
file-o
pencil
check-circle
thumbs-o-up
angle-down
cross
menu
arrow-right
bxs-magic-wand
Code Snippet ma-customfonts 3.4.2
linkedin
facebook
pinterest
youtube
rss
twitter
instagram
facebook-blank
rss-blank
linkedin-blank
pinterest
youtube
twitter
instagram