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Pulse360

Pulse360 automates and streamlines your meeting lifecycle – from meeting agendas to meeting summaries. With this integration, you will be able to send highly customized emails with PreciseFP Engagement links.

To enable this integration, in Pulse360, please go to Settings > Integrations > PreciseFP and enter your credentials. If you need help, please reach out to support@pulse360.com.

Pulse360 Help Articles: Integration, Notes, and Troubleshooting.

Read more about it over at Pulse360

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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.

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