Pulse360 Launches Automatic Task Creation in Partnership with Leading Financial Advisor CRMs.
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. (PRWEB) December 21, 2020 Pulse360 today announced a new automati...
Source: prweb.com