Automatic Task Creation News Today

Pulse360 Launches Automatic Task Creation in Partnership with Leading Financial Advisor CRMs. Share Article Work advisors do to bridge CRM and e-mail reduced by 50% “Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM,” said Brian McLaughlin, CEO of Redtail Technologies. “Financial Advisors are huge beneficiaries of our work together.” RIVERSIDE, Calif...