Prepare and send customized agendas in just 2 minutes
With the help of Pulse360’s micro-templates and flexible fields, you can create customized agendas in a flash - without breaking a sweat. Housekeeping and opportunity items can be included too.
Say goodbye to yellow pads - take notes digitally
Coming June 2020
You can write/draw on the built-in digital notepad. It is directly tied to your client and the appointment within Pulse360 and centrally saved. Your team can access what you write/draw - in one app - from anywhere. And Pulse360 syncs seamlessly with your current CRM. Hand-offs are now a thing of the past!
A junior staff member can relay your advice - in your words - in an instant
Financial lingo, compliance issues and company branding all have to be addressed in a follow-up. No wonder they’re such a chore. Not any more. With Pulse360 simply add in your advice just once - then pass to a junior team member to create your follow-up. Job done. Now you can spend your time where it’s needed most - with clients. Time to scale your business!
Send follow-ups in 5 minutes
You don’t have to open an email to compose a follow-up. Or grapple with frustrating formatting issues. Finished follow-ups are sent directly from your app - and your advice is synced to your CRM. A searchable, repeatable and scalable process.