Generate more leads with the Teamleader + Wealthbox integration

Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool - helping businesses work better. It helps you and your team work smarter, so your small business thrives. Since TeamLeader allows you to take charge of operational essentials, you can focus on projects and relationships. By bringing CRM, sales, project management and invoicing together with an intuitive software solution, TeamLeader enables your team to collaborate, organize and build your business.

Using Teamleader you can manage all contacts from one place, get a clear overview, and build better relationships; follow up on each potential customer, improving your sales process and seal the deal more efficiently. Moreover, Teamleader’s tools help you manage projects at the click of a mouse, respect deadlines & budgets and collaborate as a team. You can keep track of hours worked, improve your team’s productivity and your bottom line, schedule and track meetings, tasks and events for you or other team members and much more.

Teamleader believes in optimizing CRM, invoicing, and project management and delivers relevant insights so users can build, organize and collaborate. Moreover, Teamleader offers valuable content to customers, partners and community on how to boost business; it gives the chance to participate to workshops on lead management, holds talks on how to grow. In short, it inspires others by sharing ideas - enabling businesses to focus on what matters. The trust and credibility make Teamleader a sustainable partner for the long term. Teamleader is an affordable solution that provides users with data, tutorials, reports, how-tos, integrated tools – and excellent customer service. Users can rely on Teamleader to find helpful ways to optimize their methods and improve their workflow with well-designed software and new ideas.

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.