What is Mailchimp
Mailchimp is a leading email marketing platform designed to grow your business and make more sales. Mailchimp’s tools allow you to create highly professional email marketing campaigns effortlessly.
Benefits of using Mailchimp
With Mailchimp you can easily grow your mailing list, by creating your own opt-in forms and install them on your website or blog. Once leads subscribe to your list, you can nurture them with newsletters and drip email campaigns. Mailchimp allows you to run your email marketing on autopilot. Just set up your autoresponder to send periodic emails to your subscribers based on time and actions.
Why should I use Mailchimp
Mailchimp allows you to understand the success of your campaigns, monitoring the click and open rates of your emails, to find out what works and what doesn't. Moreover, with Mailchimp, you can control your marketing automation, allowing you to engage the base of your contacts with the goal of increasing conversions and monitoring results, which is essential to increase the results of your business.
What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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 Mailchimp and Wealthbox
Create new Wealthbox contacts in tags with Mailchimp
Create new Wealthbox contacts in reports with Mailchimp
Create new Wealthbox contacts in lead sources with Mailchimp
Update Wealthbox contacts in tags with Mailchimp
Update Wealthbox contacts in reports with Mailchimp
Update Wealthbox contacts in lead sources with Mailchimp
About LeadsBridge
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"Oh boy, LeadsBridge support spent some time right then & there analyzing my case and suggesting best practices to run Facebook ads at best for my business. Freakin’ amazing to get that level of support!"
M. Jamal
Paid Media Specialist.
"LeadsBridge is a life-saving tool for real estate businesses. Thanks to the integration with Facebook Lead Ads, we were able to save a lot of time in managing leads coming from Facebook. Moreover, LeadsBrigde has a super user-friendly interface, reliable connection, and excellent support!"
Rachel Ergo
ConciergeAuctions.
"I use LeadsBrigde for 2 years, I found the integration with Facebook leads ads awesome! Your service is impeccable and there seems to always be help available… rare these days. However, if you have it working the way you do that is another service worth its weight in Gold."
Jeff Brudy
Brudy Enterprises Ltd.
"I have only pros for LeadsBridge: 1. Automatically pushes leads to CRM 2. Pushes Facebook Ad Structure Data with the Leads 3. Unlimited integration options (CRM, Email Marketing Tools, Ad Retargeting, Cloud Sharing) 4. Automatically starts capturing data, even from new campaigns not integrated 5. The support team is awesome. Very patient and thorough. 6. Great non-profit discountThis service should have been available on Facebook, out of the box. I just regret the time I lost, when I didn't know about LeadsBridge.No more battles for bigger budgets and fighting for extra time to..."
Saad Javed
YMCA of Greater Toronto.
Success stories
