Automatically Trigger Workflows in your CRM by just entering a simple note.
Financial Advisors, eliminate multiple steps just to trigger your workflows. Don't let things fall through the cracks - use the full power of Workflows with our Automation.
Triggers Your Workflows Automatically in
Stop wasting time manually triggering workflows in your CRM
Imagine thanking your prospect on hiring you and having the Onboarding Workflow automatically triggered in your CRM. Well, imagine no more, as that is exactly what you can do now.
Schedule Your Demo →
Check out the quick video on how this can work for your practice
Schedule Your Demo →
"Just did a manager change for a client and Pulse Scheduled the workflow.....automagically!
I love this feature!" - David Dedman, Lexington Wealth Management
Not ready to dive in?
Start your free trial today.
Financial Advisors are already saving over 50% of their time.
Subscribe to our newsletter
For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
Made with ♥ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.