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.

Convert Kit is an email marketing software designed for bloggers who want to grow their blogs (and their business) through email marketing. ConvertKit can be summarized in one word: “smart.”

Thanks to a highly intuitive interface, Convert Kit’s features allow you to stay focused on your blogging business, yet taking the most out of such an advanced and professional CRM software. Grow your audience Create beautifully designed forms to increase your subscribers in just a few clicks. Use the reporting tool to understand which strategies work better for your business. Follow up your leads With Convert Kit you can easily follow up your subscribers, leads, and prospects with automated email marketing campaigns. The automation within Convert Kit lets you create segments of your list by tagging your leads. This tells you exactly what your customers need. You can define several buyer personas within your contacts and understand what they are interested in, to serve them in the best way.

Integrations: Convert Kit integrates the main softwares for building ecommerce blogs, landing pages and membership sites: wordpress, shopify, gumroad and much more.

What you can do with Wealthbox and ConvertKit

Create new ConvertKit subscribers in tags with Wealthbox

Create new ConvertKit subscribers in forms with Wealthbox

Create new ConvertKit purchases in tags with Wealthbox

Create new ConvertKit purchases in forms with Wealthbox

Update ConvertKit subscribers in tags with Wealthbox

Update ConvertKit subscribers in forms with Wealthbox

Update ConvertKit purchases in tags with Wealthbox

Update ConvertKit purchases in forms with Wealthbox

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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.

 

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