Streamline your data management process with the Infusionsoft by Keap + Wealthbox integration

Infusionsoft by Keap is a leading marketing automation platform that allows you to increase your leads and manage your contacts base, with the goal of growing your sales volume. Infusionsoft by Keap was designed as a small business CRM, sales, and marketing automation software, yet it is widely used by companies of any size.

First of all, Infusionsoft by Keap allows you to acquire more leads in different ways. You can upload a list of contacts manually, or create opt-in forms that will be included on your website, blog, or landing pages, in order to get more leads. Moreover, you can integrate Infusionsoft with other online platforms that you use to generate leads online. By doing so, the contacts will start receiving your email follow-ups and newsletters.

With Infusionsoft by Keap, you can assign tags to your leads, in order to identify their preferences and behaviors. When you tag a contact with Infusionsoft by Keap, you collect crucial information about your leads that you can use to send more specific offers and more relevant messages, which generally increases conversion rates.

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.