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Generate more leads with the Mailer Lite + Wealthbox integration
Mailer Lite / Wealthbox
Integrations

Streamline your data management process with the Mailer Lite + Wealthbox integration

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

Quick summary of Mailer Lite

Mailer Lite is an affordable email marketing software specifically designed for small businesses. The platform gives you everything you need to increase your contact’s base and make more sales, by creating high converting email marketing campaigns.

With Mailer Lite you can increase your subscribers by creating beautifully designed landing pages. The easy drag & drop builder enables you to generate new leads quickly and without stress. Mailer Lite allows you to convert more visitors into leads. Take the most out of your website traffic with pop-up windows. When sending a newsletter, it’s very important to engage your audience with great content and good design.

Moreover, you can easily design your own newsletter with the exclusive drag & drop editor. Your subscribers want to feel special…and of course, they are. With Mailer Lite you can personalize your customers’ journey and create exclusive offers triggered by their behavior. Marketing automation allows you to send most relevant emails for your audience, in order to make the right offer for the right people and increase conversions and sales.

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 Mailer Lite and Wealthbox

Create new Wealthbox contacts in tags with Mailer Lite

Create new Wealthbox contacts in reports with Mailer Lite

Create new Wealthbox contacts in lead sources with Mailer Lite

Update Wealthbox contacts in tags with Mailer Lite

Update Wealthbox contacts in reports with Mailer Lite

Update Wealthbox contacts in lead sources with Mailer Lite


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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