Email a client and create a task - all at ONCE.

Eliminate double work of manually creating a task in your Redtail or Wealthbox CRM.

And with Task Templates, you don't even have to remember to create the task - they will be created automatically!

Check out integration with Redtail

Check out integration with Wealthbox

Subscribe to our newsletter

For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
  • This field is for validation purposes and should be left unchanged.
Made with ♥ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.
Top closebarsangle-double-downchevron-circle-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram