ActiveCampaign is a leading marketing automation tool for SMBs, designed to help you to improve your business through email marketing. ActiveCampaign allows you to create automated follow-up sequences for your leads and clients. Marketing automation is one of the most helpful features of ActiveCampaign because it allows you to increase your conversion rates.

Thanks to ActiveCampaign you have the ability to assign tags to your leads. By doing so, you can segment your audience in order to reach them with the most relevant content and offer, tailored for them. With ActiveCampaign you can easily create workflow and funnels to improve your sales, thanks to an intuitive drag-and-drop campaign builder that everyone can use.

ActiveCampaign gives you all the tools you need to improve your lead generation activity. You can create beautifully designed opt-in forms and install them on your website. Moreover, the in-build analytics tool helps you to track your email marketing results, in order to understand what works and what doesn’t and identify your best prospects and clients.

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.

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.

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 ActiveCampaign and Wealthbox

Create new Wealthbox contacts in tags with ActiveCampaign

Create new Wealthbox contacts in reports with ActiveCampaign

Create new Wealthbox contacts in lead sources with ActiveCampaign

Update Wealthbox contacts in tags with ActiveCampaign

Update Wealthbox contacts in reports with ActiveCampaign

Update Wealthbox contacts in lead sources with ActiveCampaign

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About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

 

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