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Feature Comparison

Plans with AI Notetaker ✨

Plans without AI Notetaker

 AI & Automation features
AI Notetaker
Pro Plan
Team Plan
CaptureGenius — AI Meeting Notetaker
Turn Zoom, Teams, or Google Meet or in person sessions into actionable insights effortlessly. Stay engaged while we capture every detail for you.
NoteGenius AI — Transform Notes Into Actions Instantly
Organize, automate, and simplify your workflows with NoteGenius AI. From CRM updates to client emails, it’s all just a click away.
Deliver Client Updates in Seconds
Create concise, client-ready summaries after meetings. Save time while showing your value.
Sync CRM Tasks Without Lifting a Finger
Let NoteGenius AI create and sync tasks, workflows (Redtail & Wealthbox only) to your Redtail, Wealthbox or Salesforce CRM Keep focus on clients, not mundane work.
Make Your Advice Simple and Sharp
AI Writer ensures your recommendations are clear, compelling, and easy to understand, no matter the audience.
Tackle Surge Meetings Like a Pro
Prepare 100+ agendas or summaries in a click, leaving you free to focus on what matters—your strategy.
Effortlessly Attach What You Need
Automate the process of attaching disclosures and checklists. No more searching—just be in the flow.
Store Recordings for Total Peace of Mind
Maintain secure, compliant records of your meetings effortlessly. Compliance isn’t optional, but now it’s stress-free.
Scale Your Advice Documentation
AI Notetaker
Pro Plan
Team Plan
Template Builder — Create Consistent Communication, Fast
Ensure consistency in your communications. Save hours with a tool that formats everything perfectly, every time.
Library — Turn Repetitive Work Into Reusable Templates
Stop rewriting the same emails and notes. Create reusable templates to streamline your workflow.
Send Service Emails Without the Hassle
Easily manage onboarding and service-related communications with just a few clicks.
Find Important Documents Instantly
Keep important files like PDFs organized and accessible exactly when you need them.
Content Collections — Master Every Meeting 
Group reusable note templates into collections for effortless meeting workflows. Whether you’re preparing agendas or crafting follow-ups, add everything you need to your document in one click—stay organized from start to finish.. Never miss a detail.
Integrate Client Notes Into New Work Easily
Access previous client notes instantly and seamlessly integrate them into new documents.
Specialized Features for Efficiency
AI Notetaker
Pro Plan
Team Plan
Find Everything Fast With Powerful Filters
Finding information is just as critical as saving it. Our advanced search filters act like your second brain—more robust than even Salesforce.
Achieve Scale With Note Organization
Organize like a pro. Topics, Subtopics, Tags, and Status give you granular control over your notes, helping you scale effortlessly.
Access Past Communications in One Place
Quickly review what you or your team has sent to clients, all centralized for easy access—no more forwarding requests.
Handwrite Notes Without the Hassle
Keep all your meeting notes together by handwriting them directly in the app—no scanning required.
Type Notes While Staying Focused
Prefer typing during a meeting? Seamlessly bring your agenda into meetings and type notes in real-time.
Track Everything With the Intelligence Dashboard
Get an at-a-glance view of past and future meetings, complete with full details. A must-have for staying on top of operations.
Personalize Documents Effortlessly With SmartFields
Scale personalization using SmartFields, adding a human touch to every note or document with minimal effort.
Connect Data Seamlessly With Dynamic SmartFields
Automatically pull in data from Holistiplan, Wealthbox, and others for unmatched efficiency. Coming soon
Track Email Engagement With Read Receipts
Enable read receipts to know when clients open your emails. Perfect for compliance and record-keeping.
Integrations
AI Notetaker
Pro Plan
Team Plan
Redtail CRM
Transform your process. Instead of manually updating Redtail with notes, tasks and workflows - do it all automatically from Pulse360. 
Wealthbox CRM
Transform your process. Instead of manually updating Wealthbox with notes, tasks and workflows - do it all automatically from Pulse360.
Salesforce CRM
Transform your process. Instead of manually updating Salesforce with notes and tasks - do it all automatically from Pulse360. Integrated with XLR8, Practifi, Salentica, FSC and Advisor's Excel
Outlook, Gmail or other Email systems
No need to copy and paste emails in your email client. Directly send emails from Pulse360 using your own email server.
Nitrogen (Riskalyze) — Risk Questionnaires in Seconds
Send Nitrogen (Riskalyze) questionnaires directly from Pulse360. Save time and eliminate extra logins.
PreciseFP — Seamlessly Data Collection
Generate PreciseFP onboarding and data-gathering links straight from Pulse360—no need to switch platforms.
Holistiplan
Coming soon. 
Onboarding & Support
AI Notetaker
Pro Plan
Team Plan
Onboarding
Our onboarding process ensures you’ll be up and running quickly and efficiently.
Personalized Onboarding
Work with us to customize your onboarding experience for a perfect fit.
Customized Templates
Need help with templates? We’ve got you covered to make customization simple and stress-free.
2 Included
6 Included
Support via email
Have questions? Email us anytime—we pride ourselves on fast and helpful responses.
Live Chat
Get real-time assistance for any questions or issues—our team is here to support you.
1-on-1 Personalized Support Calls
Schedule a Zoom or Google Meet session for direct help from our experts.
Access to advanced new features
Enjoy regular updates with advanced features and time-saving automations to enhance your workflow.
Exclusive Coaching Program (Optional)
Take advantage of expert business coaching. Reach out for pricing
Save time with AI & Automation tools
Starter Plan
Pro Plan
Team Plan
CaptureGenius - AI Meeting Notetaker
Record your in-person or online meetings via Zoom, Teams or Google Meet. 
NoteGenius AI
Organize your meeting notes, create CRM Tasks & Workflows and draft client-facing email
Simple AI email summary for clients
1-click meeting summary to send to your clients
Automatically create CRM tasks & workflows
Use NoteGenius AI to automatically create tasks that gets synced to your Redtail, Wealthbox or Salesfoce. Workflows in Redtail & Wealthbox
AI Writer
Use AI to make your advice short, non-technical & more
Easily prepare for Surge Meetings
Using our Bulk automation, prepare 100+ agendas or summaries in 1-click
Automatically attach files to emails
Stop wasting time searching for attachments. Automate attaching disclosures and checklists to your emails.
Scale Your Advice Documentation
AI Notetaker
Pro Plan
Team Plan
Template Builder — Create Consistent Communication, Fast
Ensure consistency in your communications. Save hours with a tool that formats everything perfectly, every time.
Library — Turn Repetitive Work Into Reusable Templates
Stop rewriting the same emails and notes. Create reusable templates to streamline your workflow.
Send Service Emails Without the Hassle
Easily manage onboarding and service-related communications with just a few clicks.
Find Important Documents Instantly
Keep important files like PDFs organized and accessible exactly when you need them.
Content Collections — Master Every Meeting 
Group reusable note templates into collections for effortless meeting workflows. Whether you’re preparing agendas or crafting follow-ups, add everything you need to your document in one click—stay organized from start to finish.. Never miss a detail.
Integrate Client Notes Into New Work Easily
Access previous client notes instantly and seamlessly integrate them into new documents.
Specialized Features for Efficiency
AI Notetaker
Pro Plan
Team Plan
Find Everything Fast With Powerful Filters
Finding information is just as critical as saving it. Our advanced search filters act like your second brain—more robust than even Salesforce.
Achieve Scale With Note Organization
Organize like a pro. Topics, Subtopics, Tags, and Status give you granular control over your notes, helping you scale effortlessly.
Access Past Communications in One Place
Quickly review what you or your team has sent to clients, all centralized for easy access—no more forwarding requests.
Handwrite Notes Without the Hassle
Keep all your meeting notes together by handwriting them directly in the app—no scanning required.
Type Notes While Staying Focused
Prefer typing during a meeting? Seamlessly bring your agenda into meetings and type notes in real-time.
Track Everything With the Intelligence Dashboard
Get an at-a-glance view of past and future meetings, complete with full details. A must-have for staying on top of operations.
Personalize Documents Effortlessly With SmartFields
Scale personalization using SmartFields, adding a human touch to every note or document with minimal effort.
Connect Data Seamlessly With Dynamic SmartFields
Automatically pull in data from Holistiplan, Wealthbox, and others for unmatched efficiency. Coming soon
Track Email Engagement With Read Receipts
Enable read receipts to know when clients open your emails. Perfect for compliance and record-keeping.
Integrations
AI Notetaker
Pro Plan
Team Plan
Redtail CRM
Transform your process. Instead of manually updating Redtail with notes, tasks and workflows - do it all automatically from Pulse360. 
Wealthbox CRM
Transform your process. Instead of manually updating Wealthbox with notes, tasks and workflows - do it all automatically from Pulse360.
Salesforce CRM
Transform your process. Instead of manually updating Salesforce with notes and tasks - do it all automatically from Pulse360. Integrated with XLR8, Practifi, Salentica, FSC and Advisor's Excel
Outlook, Gmail or other Email systems
No need to copy and paste emails in your email client. Directly send emails from Pulse360 using your own email server.
Nitrogen (Riskalyze) — Risk Questionnaires in Seconds
Send Nitrogen (Riskalyze) questionnaires directly from Pulse360. Save time and eliminate extra logins.
PreciseFP — Seamlessly Data Collection
Generate PreciseFP onboarding and data-gathering links straight from Pulse360—no need to switch platforms.
Holistiplan
Coming soon. 
Onboarding & Support
AI Notetaker
Pro Plan
Team Plan
Onboarding
Our onboarding process ensures you’ll be up and running quickly and efficiently.
Personalized Onboarding
Work with us to customize your onboarding experience for a perfect fit.
Customized Templates
Need help with templates? We’ve got you covered to make customization simple and stress-free.
2 Included
6 Included
Support via email
Have questions? Email us anytime—we pride ourselves on fast and helpful responses.
Live Chat
Get real-time assistance for any questions or issues—our team is here to support you.
1-on-1 Personalized Support Calls
Schedule a Zoom or Google Meet session for direct help from our experts.
Access to advanced new features
Enjoy regular updates with advanced features and time-saving automations to enhance your workflow.
Exclusive Coaching Program (Optional)
Take advantage of expert business coaching. Reach out for pricing
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