Pulse360 Reviews & Product Details

Pulse360 integrates with popular CRM tools like Redtail, Wealthbox, and Salesforce, which allows advisors to keep all their client data in one ecosystem and avoid duplicating information across platforms. Review collected by and hosted on G2.com.

Pulse360 can be relatively expensive, especially for smaller advisory firms or solo practitioners. The software is priced with mid-to-large firms in mind, so the cost might feel high for those with limited budgets. Review collected by and hosted on G2.com.

we can easily upload images, date, and time for the audits as well as checklists.we can use it on mobile or system anywhere anytime. also it has many sections as our wish we can make. Review collected by and hosted on G2.com.

There is no dislike on this Application. this is one of the finest applications we got to use in our organization to track and monitor the daily operations and audits. Review collected by and hosted on G2.com.

The most helpful full to maintaining data and making the report. Review collected by and hosted on G2.com.

the pulse is the most disliked to report show delay time increases. Review collected by and hosted on G2.com.

It is easy to handle and photo attaching is very best system I like that Review collected by and hosted on G2.com.

Sometimes app are hanging and i am unable to operate the app Review collected by and hosted on G2.com.

Its very simple to use and very user friendly Review collected by and hosted on G2.com.

Make some more user friendly and add some more access controls for used Review collected by and hosted on G2.com.

I like its simple interface and it was user-friendly Review collected by and hosted on G2.com.

Need some more control access for the end-user Review collected by and hosted on G2.com.

i like best choice system and simple handling Review collected by and hosted on G2.com.

accuracy is difficult to understand and need in help Review collected by and hosted on G2.com.