You help clients plan for emergencies all day, every day - But have you thought of your own practice succession plan? If so, is it actually actionable?
With Pulse360, we give you the power to be organized without spending too much effort, and there is a continuance of your practice for the sake of your clients, your family, and your team.
By syncing your notes and future tasks to your CRM: Redtail CRM, Wealthbox CRM, or Salesforce CRM, continuity is maintained.
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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