During a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper. What if you could make it more immersive and interactive with the client?
You can with Pulse360's built-in whiteboarding feature. You don't need to spend thousands upon thousands of dollars getting electronic whiteboards. Instead, simply press a button in Pulse360.
If you are meeting clients in the office now, you can show your computer screen on the conference room TV.
Take screenshots of charts and paste them in. Draw over them. Color them. All of that is possible and is automatically saved under the contact record. No need to need to scan or file. A link will automatically be sent to your CRM: Redtail, Wealthbox or Salesforce.
Check out the video to see what we mean
Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com
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