Pulse360

Reconcile your Pulse contacts with every connected CRM, data tool, and CSV import — auto-match in the background, review close calls, and fix the rest manually with Contact Mapping

One Contact, Every System — Without the Spreadsheet Detective Work

Turn columns from any matched CSV upload into typed, formatted SmartFields you can drop into documents, templates, and outreach — with auto-detected number, date, and URL types.

Turn Any CSV Column Into a Reusable Merge Field

Get a comprehensive overview of each client with last and upcoming events, recent documents, and basic CRM details.

Contact Dashboard

How to Use Rephrase AI

How to Create a Dynamic SmartField to Pull Redtail Data

New & Improved SmartFields Auto-Fill

Grant colleagues permission to send emails from your connected email account, and send on behalf of others who have granted you access.

Email Delegation: Send Emails on Behalf of Team Members

How to use AI Deliverables to generate agendas, summaries, and milestone documents from your client notes.

Turn Your Client Notes Into Polished Deliverables

Reach out to the right clients across every system

AI Targeting & Outreach

Explore in-depth articles showcasing the key functionalities and benefits of our software application. Learn how to effectively manage contacts, track client activities, streamline meetings, and utilize advanced tools for efficient client engagement.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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