What do you do when you need to write down a note? Do you do it on paper? Post-it notes? Microsoft Word?
What do you do when it's time to find those notes? You are wasting your time searching. Next, your team will want the info and you'll start typing it up in an email. Additional time wasted. Every second matters to you.
With Pulse360, you can quickly capture "In-Meeting Notes" or "Handwritten Notes." Either by typing or taking handwritten notes via your iPad. After you capture it, you or your assistant can be notified to transfer the note to the correct contact or perform other tasks. Pulse360 will automatically sync the notes 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
If you have an iPadOS14 that supports Apple Pencil, you can use it and Scribble to enter text in "In-Meeting Notes." Scribble converts your handwriting to text.
There is also a new "Quick Capture" feature introduced. You can view it here.
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