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

Generate more leads with the LionDesk + Wealthbox integration

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

Quick summary of LionDesk

LionDesk is a real estate agent CRM designed that enables businesses of the real estate market to make more sales thanks to marketing automation. With LionDesk, you can better manage your contacts’ database in order to close more deals, keeping under control your entire sales funnel by tracking your leads behaviors, to-do-lists, team tasks, and results.

How does LionDesk work? First of all, Liondesk integrates with the most lead generation tools and platforms used by Real Estate agents. Once the leads come into your funnel, you can follow up with them with email marketing campaigns, personalizing their journey with automation rules. LionDesk enables you to define the tasks of your entire sales team and manage transactions. With the LionDesk Property Plan tools, you avoid missing tasks and opportunities.

It’s very important that your leads feel they are unique. However, you need an automatic system that lets you run massive campaigns, in order to make the most out of your marketing activity. LionDesk puts your follow up process on autopilot, thanks to drip marketing campaigns that allow you to create custom templates. With LionDesk’s reporting tools you get reports on your campaigns’ success, viewing open rates, click-throughs and more.

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 LionDesk and Wealthbox

Create new Wealthbox contacts in tags with LionDesk

Create new Wealthbox contacts in reports with LionDesk

Create new Wealthbox contacts in lead sources with LionDesk

Update Wealthbox contacts in tags with LionDesk

Update Wealthbox contacts in reports with LionDesk

Update Wealthbox contacts in lead sources with LionDesk


Other popular Wealthbox integrations offered by LeadsBridge

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