Generate more leads with the OpenHomePRO + Wealthbox integration
What is 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.
Benefits of using OpenHomePRO
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.
Why should I use OpenHomePRO
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.
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 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
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
"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.
"When it comes to lead ads automatic email sends are critical otherwise you potential are wasting money. Leadsbridge truly helps make this a reality. Very big fan, I use LeadsBridge for my Agency."
Peder Aadahl
168 Media Group LLC.
"I found LeadsBridge very simple to set up and very affordable for the automotive industry. You don't need to set a huge budget for it and you certainly can just try it out to make sure it's helpful to you and your business. There is no contract and you can stay on monthly and therefore it doesn't have any switching cost. They do a smooth integration with Facebook Lead Ads and now even with Facebook Audiences. Keep in mind that even Facebook has a page with the name of LeadsBridge on it as..."
Ardalan Zandian
Eargo.
"LeadsBridge is an excellent tool to Sync leads into a Dashboard and keep clients up to do date with real-time leads. The major benefits we receive from LeadsBridge is that we use it to sync all of our Facebook leads into our own dashboard. This is a client back end where the client can log in and view all analytics, calls, emails, etc and having the ability to sync leads into there has been fantastic and clients love it. Another massive benefit is, working in the Automotive industry, clients need to act fast..."
Nickolas Romas
AdTorque Edge.
Success stories
