What is Bronto
Bronto can provide high-growth retailers with sophisticated marketing automation that maximizes revenue opportunities.
Benefits of using Bronto
The Bronto Marketing Platform powers personalized multichannel content that generates the higher engagement needed for retail success.
Why should I use Bronto
Keenly focused on the commerce marketer, Bronto continues its longstanding tradition as a leading email marketing provider to the global Internet Retailer Top 1000 and boasts a client roster of leading brands, including Rebecca Minkoff, Timex, Lucky Brand, Theory, Brooks Sports, Ashley Homestore and Christopher & Banks. For more information, visit bronto.com
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 Bronto and Wealthbox
Create new Wealthbox contacts in tags with Bronto
Create new Wealthbox contacts in reports with Bronto
Create new Wealthbox contacts in lead sources with Bronto
Update Wealthbox contacts in tags with Bronto
Update Wealthbox contacts in reports with Bronto
Update Wealthbox contacts in lead sources with Bronto
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
"The Lead Ads Integration is awesome! No need to manually export-import all your leads to your email marketing service. The Custom Audience Sync is definitely what I needed and used most, I'm getting plenty leads daily and syncing them with the audiences in Facebook was a huge pain. This feature is a lifesaver for my agency. Also if you don't have any experience how to properly integrate the Facebook pixel in your website, LeadsBridge has a useful and easier to use a script for that."
Marius Ghitulescu
ThemeIsle.
"I had a chance to do a deep dive into the platform, and I really like what I've already seen. It's incredibly easy to spin up a form and sync it with your CRM and benefit from facebook lead ads. Absolutely recommended to all those who run an agency and want to improve workflows and leads management."
Michael Bouso
Next Collision Marketing.
"I use LeadsBridge for my agency and I can't live without it! No more lost hours manually uploading CSV files, managing Facebook leads super fast and easy. Great support!"
Ray Smith
rp2 global.
"I have an agency and I use LeadsBridge to connect facebook lead ads with my CRM, it saved my life! No more hours spent transferring leads manually from CSV files! Moreover, LeadsBridge offers very good customer service from set up to maintenance."
Frank Inzirillo
Chairman Promotions.
Success stories
