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Generate more leads with the CampusNexus CRM + Wealthbox integration
CampusNexus CRM / Wealthbox
Integrations

Generate more leads with the CampusNexus CRM + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting CampusNexus CRM and Wealthbox

Quick summary of CampusNexus CRM

CampusNexus is a CRM that includes a data warehouse with analytical views on a range of metrics and KPIs for students. Combined with powerful Microsoft Power BI interactive data visualization tools, Campus Management offers the most cost-effective reporting solution.

CampusNexus CRM allows workers to offer superior service from multiple devices. In addition, you can design specific screen layouts for your teams based on their roles, responsibilities, and privileges.

CampusNexus CRM offers a 360-degree view of the components of multiple systems and departments. Thanks to CampusNexus CRM you can maximize your reach and effectiveness by involving the components through their favorite communication channels.

Quick summary of 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.

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 CampusNexus CRM and Wealthbox

Create new Wealthbox contacts in tags with CampusNexus CRM

Create new Wealthbox contacts in reports with CampusNexus CRM

Create new Wealthbox contacts in lead sources with CampusNexus CRM

Update Wealthbox contacts in tags with CampusNexus CRM

Update Wealthbox contacts in reports with CampusNexus CRM

Update Wealthbox contacts in lead sources with CampusNexus CRM


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NOTE CampusNexus CRM is on Waiting List
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