# Pulse360 Reviews **Vendor:** Pulse360 **Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Average Rating:** 4.6/5.0 **Total Reviews:** 7 ## About Pulse360 Sign up and stop spending so much time on admin work. ## Pulse360 Reviews ### 1. Software Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2024 **What do you like best about Pulse360?** 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. **What do you dislike about Pulse360?** 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. **What problems is Pulse360 solving and how is that benefiting you?** Pulse360 solves several common problems for me including inefficient client communication, unorganized client notes, and time-intensive follow-up processes. ### 2. Its fantastic tool to use **Rating:** 5.0/5.0 stars **Reviewed by:** Saravanan P. | Area operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Pulse360?** 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. **What do you dislike about Pulse360?** 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. **Recommendations to others considering Pulse360:** its one of the great application which ease the daily work or checklist in the organisation. **What problems is Pulse360 solving and how is that benefiting you?** Daily basis the kitchen operations in terms of food safety, cleaning check list, training updates and audits easily can be tracked and getting update from the team ### 3. Pulse 360 are the functional app **Rating:** 4.5/5.0 stars **Reviewed by:** Payal T. | senior executive, Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2022 **What do you like best about Pulse360?** The most helpful full to maintaining data and making the report. **What do you dislike about Pulse360?** the pulse is the most disliked to report show delay time increases. **Recommendations to others considering Pulse360:** Pulse is good to use easily and to reduce the time management. **What problems is Pulse360 solving and how is that benefiting you?** most pulse solving problems take the time to maintain and tine management to make a report. ### 4. Easy to handle **Rating:** 5.0/5.0 stars **Reviewed by:** Prashant L. | Quality assurance executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2022 **What do you like best about Pulse360?** It is easy to handle and photo attaching is very best system I like that **What do you dislike about Pulse360?** Sometimes app are hanging and i am unable to operate the app **Recommendations to others considering Pulse360:** Yes. Because it ia easy to handle and In our organization kitchen team handle very easily **What problems is Pulse360 solving and how is that benefiting you?** Now app are working fine recently no issue ### 5. Very usefull app Highly recommanded **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Pulse360?** Its very simple to use and very user friendly **What do you dislike about Pulse360?** Make some more user friendly and add some more access controls for used **Recommendations to others considering Pulse360:** Highly recommanded **What problems is Pulse360 solving and how is that benefiting you?** For sharing reports with org. it's very time-saving for us. ### 6. It was very usefull app and highly recommanded **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Enterprise (> 1000 emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Pulse360?** I like its simple interface and it was user-friendly **What do you dislike about Pulse360?** Need some more control access for the end-user **Recommendations to others considering Pulse360:** Strongly recommended **What problems is Pulse360 solving and how is that benefiting you?** We are drafting an audit report using this and its very time saving ### 7. Best App user **Rating:** 4.5/5.0 stars **Reviewed by:** Tejas K. | quality manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2022 **What do you like best about Pulse360?** i like best choice system and simple handling **What do you dislike about Pulse360?** accuracy is difficult to understand and need in help **What problems is Pulse360 solving and how is that benefiting you?** its easy to take best checklist option in it and maintain dataeasyly ## Pulse360 Discussions - [What is Pulse360 used for?](https://www.g2.com/discussions/what-is-pulse360-used-for) - [Can I used pulse to other business proposed to maintain data.](https://www.g2.com/discussions/can-i-used-pulse-to-other-business-proposed-to-maintain-data) - 1 upvote - [View Pulse360 pricing details and edition comparison](https://www.g2.com/products/pulse360/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+00%3A52%3A47+-0500&secure%5Bsession_id%5D=9ec46365-7066-41a9-8306-e3765cac4891&secure%5Btoken%5D=f014d98e3ac98703e9a9d59709617e76265bc072f1c1165569a0fd8c246fd1d4&format=llm_user) ## Pulse360 Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity ## Top Pulse360 Alternatives - [Zocks](https://www.g2.com/products/zocks/reviews) - 4.8/5.0 (335 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews)