Streamline your data management process with the Bitrix24.com + Wealthbox integration

Bitrix24 is a popular project management tool. This app offers tools like CRM, project management, time management, document management, and tasking in a social style environment. That includes content sharing, instant messaging, comments, liking, and user profiles.

Bitrix24.com makes communications simple with social features such as comments and liking, and automated processes like notifications assisted reporting, and subscriptions to groups or discussions. Moreover, Bitrix24.com offers practical solutions to manage a company online. There are precise and flexible tools for each operation such as tasks, sales processing, and reports.

A good reason to use Bitrix24.com is the unified platform that provides for files, projects, messages, activities, and contacts. Using Bitrix24.com, you can immediately use the platform by registering an account and inviting your colleagues. All data collected by the Bitrix24.com platform can be easily tracked via Activity Stream by all team members, to allow more productive work.

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.