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

Generate more leads with the Dialfire + Wealthbox integration

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Does Dialfire integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Dialfire and Wealthbox

Quick summary of Dialfire

Dialfire is an easy to use Cloud Call Center software for individuals and companies. With Dialfire you can say goodbye to installation costs and there's nothing to install, all you need is a web browser. There are no monthly fees, you only pay for telephony.

Easy-to-use outbound call center software and predictive cloud dialer. Highly reliable and secure, Dialfire increases productivity through customizable modules, multi-step campaigns with automated workflows, customizable real-time input analysis, call monitoring and recording.

Dialfire integrates with your existing software via REST API and supports outsourcing for subcontracted call centers. Dialfire is ideal for large and distributed offices.

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 Dialfire and Wealthbox

Create new Wealthbox contacts in tags with Dialfire

Create new Wealthbox contacts in reports with Dialfire

Create new Wealthbox contacts in lead sources with Dialfire

Update Wealthbox contacts in tags with Dialfire

Update Wealthbox contacts in reports with Dialfire

Update Wealthbox contacts in lead sources with Dialfire


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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