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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