Bubbles: Async video and AI meeting notes with action items Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bubbles when teams replacing status meetings with async video updates matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Async video and AI meeting notes with action items
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bubbles is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bubbles | Pulse360 |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | AI-generated summaries and action item extraction | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Async screen and video recording for replacing live meetings | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Threaded video and text replies on recordings | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Calendar integration with note and recording organization | AI rephrasing to improve client communications |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Bubbles
Pulse360
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Bubbles is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Bubbles and Pulse360.
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