MaxWeb Inc Blog

Getting Started With Pulse360

Become an Affiliate

Sometimes even the slightest advantage can turn out to be a huge helping hand in the affiliate business. This is the exact reason why most affiliates try to find new powerful tools that they can integrate into their business and hopefully make things a bit more efficient and profitable. One of these tools is Pulse360, and today we will cover the main talking points behind it and explain why you should give it a shot in 2022!

Quick Introduction

Pulse360 is a powerful marketing tool that can help businesses reach their target audiences through various channels. It provides users with the ability to create and manage their campaigns, as well as track and analyzes results. In addition, Pulse360 also allows businesses to connect with their customers and prospects through its built-in CRM system. 


However, before you can start using Pulse360 to its full potential, you need to understand how it works and what its features are. This article will give you a brief overview of Pulse360 and how it can help your business.

What Is Pulse360?

Pulse360 is a cloud-based marketing platform that provides businesses with the tools they need to create and manage their campaigns, as well as track and analyze results. In addition, Pulse360 also allows businesses to connect with their customers and prospects through its built-in CRM system. 



Here is a list of features that the platform promotes itself with:


  • Prospect Conversion

Finding the right customers is always difficult. But with the tools available here you can impress your potential customers in minutes and hopefully turn them into customers in no time.

Send them an agenda. This shows exactly what your plan is, how you are going to realize it, and what value it can bring to the customer. This is a professional way of approaching clients. It gives them concrete info, valuable actionable tasks, and a simple overview of what needs to be done.

You can also send follow-up emails and create tasks based on them. All of this can be fully automated which makes it the perfect feature for most users!

  • Valuable Summaries

Clients love finding out what you and your team worked on during a period of time. With this tool, you can easily send summaries of what was done and how your team progressed with tasks during specific time periods. You can even automate this so you don't have to worry about forgetting to send something in your report. 

  • Reviews

Client reviews can often be a long and tedious process. Usually, it is dragged down with a bunch of notes, and talking points and most of the things mentioned get forgotten soon after. To help solve this issue Pulse360 helps users make this as seamless as possible.

They offer an incredible digital notepad that you can use to quickly note down talking points and conclusions from your various meeting or communications. All of this gets backed up to the web so you don't have to worry about losing valuable notes. 

  • Meetings and Schedules

The Meeting Intelligence dashboard, also known as 360 views is a cool system that tracks your meetings, tasks, and schedules. All of your meetings can be pre-approved and added to your calendar so you don't have to worry about missing a single one. 

  • Organizing Notes

All of the notes you collect can be shared with online team members, or exported and sent the classic way. You can organize everything in detail, including pulling out names and tasks from notes and creating schedules based on them. This system also uses an extensive tag system that helps search for specific tasks in your collection in mere seconds.

All of this can be done on your phone, tablet, or portable computer. So you don't need to worry about having the right device or being at the right place. Everything you need to do 

  • Eliminate Double Work

When you do everything yourself, you often face the problem of double work or doing things multiple times even though you didn't have to. Usually, if you contact your client, you will need to send an email, write a follow-up, take notes, create tasks, update everyone on the next steps and start working. But what if all of this was purely automated by the platform itself?

Automatic task creation does exactly that. You send the client an email and eliminate double work by automating task creation. This is also integrated with CRMs like Salesforce, Wealthbox, and Redtail. 


  • Meetings Made More Productive

One of the things you probably didn't even know you needed beforehand is a digital built-in whiteboard! This tool sounds simple, but the opportunities it offers are immense! You can use this whiteboard during meetings to explain concepts, draw explanations, and help make things more understandable and easier to digest.

All of your charts, drawings, and explanations are saved automatically so you can share them with third parties or just keep them as documents if need be. Most clients love interacting with this tool during meetings which also gets them to become more engaged and involved in the whole decision-making process. 

  • Advanced Writing

Writing emails to customers and clients can get tedious. Sometimes you can make mistakes, forget about key talking points or just write long paragraphs that don't say much. This is where Rephrase AI comes into play.

This advanced text AI can analyze what you have written and rewrite it to be more concise while still keeping all talking points. It can help expand certain definitions and help explain them better to people that might not understand the technicalities behind something you have said. And it can add some constructive advice to ensure that the paragraphs you write are easier to read and understand. 

  • Legalities

Explaining everything to every client in detail can be a huge burden. So with Pulse, you can easily document justifications and advice and spread it to your clients. You can cover what exactly was discussed in each meeting, securing that there isn't any misunderstanding or things left unsaid. The tool will create a detailed follow-up email in less than 5 minutes!

There is also a detailed regulations tracker that can help you input new regulations and rules, as well as be able to access all of them easily through searching and tags. 

  • Integration

As with any good CRM, integration is the key to making things fit right in. Pulse 360 has partnered with companies such as Redtail, Salesforce, WealthBox, Riskalyze, SS&C, XLR8, Practifi, PreciseOFP, and many others. All of these integrations can save you a lot of time and headaches that doing things manually would cause.

Was There Another Pulse360 Before?



Well yes, affiliates that have been around for years probably heard about the Pulse360 Online Advertising network. This company was founded back in 1999 under the name Kanoodle and rebranded to Pulse360 in 2006, but sadly it closed its doors around 2016. 


They used to specialize in sponsored link programs for small businesses, and they even managed to partner up with huge websites such as NBCNews, Comcast, Weather, and ABC News. But as you might realize, this was a completely different company that used to do different things from the marketing platform we are reviewing today. But it's still important to note this as some readers that know about the old network might be confused by the new one. 

Final Words

Pulse360 is a great tool for marketing teams and small businesses. It offers a wide range of features that can save users a lot of time and help them automate their workflows. With it, you can easily document justifications and advice and spread it to your clients. 


You can cover what exactly was discussed in each meeting, securing that there isn't any misunderstanding or things left unsaid. The tool will create a detailed follow-up email in less than 5 minutes!


The integration is also top-notch, and it's incredibly easy to connect with so many different CRMs and other software. The price is a bit on the high end, but if you are running a large business, then it might be worth the investment. 


All in all, this tool has a lot of potentials. It offers a wide range of features that can save users a lot of time and help them automate their workflows. The text AI is particularly impressive and will only get better with time as the technology improves. 


Have you used Pulse360 before? What was your experience with it? Share your experience with us in the comments below!

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