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.

Dealer Socket is an automotive software solution that allows car dealers and automotive business teams to manage sales opportunities better. The tools offered by Dealer Socket provide sales and marketing team members to use the most advanced communication tools to build the most efficient campaigns through all your marketing channels.

Thanks to DealerSocket's CRM and product suite, car dealers can automate their entire sales process. The CRM enables you to manage the whole lifecycle of your customers, from lead generation to retention. Dealer Socket’s CRM is specifically designed to automate follow up with leads and customers, tracking their interaction with your brand and analyzing your results.

Thanks to CRM’s tracking tools, your marketing can be analyzed and grow in terms of efficiency and ROI. However, Dealer Socket’s CRM uses the smartest technology to manage all phone, web, and walk-in traffic, establishing long-lasting relationships with your clients through the most suitable device.

What you can do with Wealthbox and DealerSocket

Create new DealerSocket leads with Wealthbox

Update DealerSocket leads 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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