https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo544.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the OpenHomePRO + Wealthbox integration
OpenHomePRO / Wealthbox
Integrations

Generate more leads with the OpenHomePRO + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/544-400.webp

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting OpenHomePRO and Wealthbox

Quick summary of OpenHomePRO

Open Home Pro is a Real Estate Agent App that allows you to get more leads for your Real Estate Business. The free plan includes a digital sign-in sheet with customizable questions, the ability to record visitor notes, lead exporting, and shareable single-property websites. It's great for any agent who wants the basics. Open Home Pro Premium is built for the modern agent who wants to save time and win more business. In addition to all the Free features, Premium users get automatic follow-up emails with personalized branding, email open tracking, and advanced lead management tools.

Moreover with this app you have those features: Edit Your Lead Email Content: customize your emails to add your personal touch and better connect with your leads after each open house. Know When a Lead Opens Your Email: Open Home Pro notify you when a lead opens your email so you can understand who is most interested. Manage Your Leads Online: in addition to managing your leads in the app, you can access, edit and export them from openhomepro.com.

Receive an Automated Sellers' Report: impress your sellers by forwarding an automated report to them immediately after their open house. We include a summary of the day and your notes about each lead.

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 OpenHomePRO and Wealthbox

Create new Wealthbox contacts in tags with OpenHomePRO

Create new Wealthbox contacts in reports with OpenHomePRO

Create new Wealthbox contacts in lead sources with OpenHomePRO

Update Wealthbox contacts in tags with OpenHomePRO

Update Wealthbox contacts in reports with OpenHomePRO

Update Wealthbox contacts in lead sources with OpenHomePRO


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating OpenHomePRO with LeadsBridge

NOTE OpenHomePRO is on Waiting List
Please click the button below to get free early access once it will be available.