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Generate more leads with the Crittenton + Wealthbox integration
Crittenton / Wealthbox
Integrations

Generate more leads with the Crittenton + Wealthbox integration

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Quick summary of Crittenton

Crittenton Services for Children and Families of Southern California is committed and continues to adapt to current child welfare trends, adopt evidence-based practices in programming efforts, and proactively addresses community needs within a mental health services context that can positively impact the lives of children and families throughout Southern California.

Crittenton Services for Children and Families of Southern California continues to function as a 24/7 short-term residential treatment center for teen girls and a community-based mental health services provider to children and their families in need of our assistance.

Crittenton Services deals with child and family services, child welfare, therapy, outpatient mental health services, foster care, parenting education, mother-baby program, youth shelter care, wraparound services, short-term residential treatment, family preservation services, family reunification services, transitional age youth program, mental health, chemical dependency treatment, co-occurring disorder treatment, commercially sexually exploited children treatment program, adoption agency.

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 Crittenton and Wealthbox

Create new Wealthbox contacts in tags with Crittenton

Create new Wealthbox contacts in reports with Crittenton

Create new Wealthbox contacts in lead sources with Crittenton

Update Wealthbox contacts in tags with Crittenton

Update Wealthbox contacts in reports with Crittenton

Update Wealthbox contacts in lead sources with Crittenton


Other popular Wealthbox integrations offered by LeadsBridge

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