What is Bitrix24.com
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.
Benefits of using Bitrix24.com
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.
Why should I use Bitrix24.com
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.
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 Bitrix24.com and Wealthbox
Create new Wealthbox contacts in tags with Bitrix24.com
Create new Wealthbox contacts in reports with Bitrix24.com
Create new Wealthbox contacts in lead sources with Bitrix24.com
Update Wealthbox contacts in tags with Bitrix24.com
Update Wealthbox contacts in reports with Bitrix24.com
Update Wealthbox contacts in lead sources with Bitrix24.com
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.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"Great product for real estate! Customer service is excellent! Everything I needed to bring my Facebook lead generation to the next level!"
Marina Morley
Marina Morley Real Estate.
"Thanks to LeadsBridge I can now connect so many different advertising and lead generation tools to my CRM without needing a custom integration. I recommend this tool because thanks to LeadsBridge I recorded a remarkable boost to my agency's business. Absolutely 5 stars."
Gary Shouldis
3Bug Media.
"I have only pros for LeadsBridge: 1. Automatically pushes leads to CRM 2. Pushes Facebook Ad Structure Data with the Leads 3. Unlimited integration options (CRM, Email Marketing Tools, Ad Retargeting, Cloud Sharing) 4. Automatically starts capturing data, even from new campaigns not integrated 5. The support team is awesome. Very patient and thorough. 6. Great non-profit discountThis service should have been available on Facebook, out of the box. I just regret the time I lost, when I didn't know about LeadsBridge.No more battles for bigger budgets and fighting for extra time to..."
Saad Javed
YMCA of Greater Toronto.
"LeadsBridge has been fantastic for our automotive business. We have several clients who run multiple lead ads and I must say, it is such a tedious task going in and manually sending each lead to a client. With LeadsBridge, all you do is set it up and you're done. It has saved us so much time and clients are extremely happy with getting their leads in real time, as they come in from Facebook Lead Ads."
Nick Reed
R&R Sales Inc.
Success stories
