Streamline your data management process with the 17hats + Wealthbox integration
Does 17hats integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting 17hats and Wealthbox
What is 17hats
17hats is a cloud-based business management platform that automates the entire business process. 17hats is aimed at a wide range of small companies and provides tools that allow you to manage various operations such as planning, billing, meetings and much more.
Benefits of using 17hats
17hats ensures that companies focus primarily on work by automating critical business activities and allows users to create new leads in seconds.
Why should I use 17hats
The intuitive 17hats user interface helps users to instantly respond to customer requests in order to improve relationships with them.
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 17hats and Wealthbox
Create new Wealthbox contacts in tags with 17hats
Create new Wealthbox contacts in reports with 17hats
Create new Wealthbox contacts in lead sources with 17hats
Update Wealthbox contacts in tags with 17hats
Update Wealthbox contacts in reports with 17hats
Update Wealthbox contacts in lead sources with 17hats
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