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Generate more leads with the LiveChat Inc + Wealthbox integration
LiveChat Inc / Wealthbox
Integrations

Streamline your data management process with the LiveChat Inc + Wealthbox integration

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

Quick summary of LiveChat Inc

LiveChat Inc. is a live chat and helpdesk software, useful to easily manage communications and interactions with your customers. As the name itself suggests, you can communicate with your customers in real-time, providing a great customer support experience. LiveChat Inc. comes with a lot of advanced features which allow you to track everything, improve the effectiveness of your efforts and monitor all the activities.

Using pre-made answers (also known as “Canned Responses”) you can save a lot of time: if you face similar questions several times, you don’t have to type the answer at any time. Just “save” the reply and recall it with a quick shortcut. You can also easily get a lot of information about your visitors and customers, such as email, location, order IDs, number of visits etc. In order to better organize the entire workflow, you can use “tags” to label similar conversations and the “filtering” options. All the chats are archived, but you will be able to quickly find conversations that include a certain keyword or phrase, also if it was handled by another agent.

The “Ecommerce” suite of tools, make LiveChat Inc. an added value for online retail businesses: you can easily engage your visitors immediately, as soon as they come on your website. In addition, thanks to the “Custom Invitation” feature, you will be able to identify and get in touch with potential buyers who came from a particular marketing campaign. LiveChat Inc. provides native integrations with the most common Ecommerce CMS, such as Magento, BigCommerce Prestashop and Shopify. But LiveChat Inc. also integrates with the most used CRMs, Email Marketing Software and platforms, including HubSpot, MailChimp, Salesforce and Google AdWords.

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 LiveChat Inc and Wealthbox

Create new Wealthbox contacts in tags with LiveChat Inc

Create new Wealthbox contacts in reports with LiveChat Inc

Create new Wealthbox contacts in lead sources with LiveChat Inc

Update Wealthbox contacts in tags with LiveChat Inc

Update Wealthbox contacts in reports with LiveChat Inc

Update Wealthbox contacts in lead sources with LiveChat Inc


Other popular Wealthbox integrations offered by LeadsBridge

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