Generate more leads with the Wealthbox + BoomTownROI integration

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.

Boom Town ROI is a leading real estate platform specifically designed to combine the best lead generation practices, advanced CRM technology, and consumer-facing websites.

BoomTownRoi offers three core products: BoomTown LAUNCH and BoomTown GROW, which are the marketing solutions for Agents and small teams, and BoomTown ADVANCE which is deal for Mid-Sized Teams & Brokerages. BoomTownRoi allows real estate agencies and brokers to: Capture and convert homebuyers With BoomTownRoi it is possible to create real-estate oriented websites that captivate homebuyers effortlessly.

BoomTownRoi helps realtors and agency to generate more potential clients through professional lead generation services and 3rd party integration tools. Connect with your leads with a predictive CRM The in-build CRM allows you to track every action leads take on your website and increases your agents’ potentials with insights, stats and reports. Automate your campaigns The automated email marketing campaigns allow you to nurture your leads and follow up them, until they are ready to buy. Click here to learn more about BoomTownRoi