Streamline your data management process with the 10to8 + Wealthbox integration
Does 10to8 integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting 10to8 and Wealthbox
What is 10to8
10to8 is an online booking system that helps you communicate with customers more efficiently and easily, so you can prevent non-submissions and scheduling conflicts.
Benefits of using 10to8
This tool can attract more customers to companies that depend on appointments such as beauty and salons, tutors and teachers, sports and fitness, traders and professional services. The cloud app also offers business-level features for volume appointments.
Why should I use 10to8
Beyond scheduling appointments, 10to8 guides customer traffic and increases revenue. It is free and scalable according to increasing needs.
What is Wealthbox
Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.
Benefits of using Wealthbox
In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.
Why should I use Wealthbox
Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.
What you can do with 10to8 and Wealthbox
Create new Wealthbox contacts in tags with 10to8
Create new Wealthbox contacts in reports with 10to8
Create new Wealthbox contacts in lead sources with 10to8
Update Wealthbox contacts in tags with 10to8
Update Wealthbox contacts in reports with 10to8
Update Wealthbox contacts in lead sources with 10to8
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