LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and Drip
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 is Drip
Drip is a marketing automation tool designed to manage your contacts, with the goal of converting more customers. With Drip your marketing automation is easier than ever. At the same time, you’ll get access to the most advanced tools and methods that allow you to address your audience with the most relevant message for them.
Benefits of using Drip
In fact, Drip tools include Marketing Automation. With marketing automation, you can create segments of your audience using triggers, actions, and integrations. Comprehensive contact records, if you manage a sales team, you’ll love that: the whole team will have access to the contact management directly online, so you can maximize your productivity, wherever you are, 24/7. The personalized customer journey, different buyer personas within your lists will enjoy a highly personalized customer journey, that changes based on people’s behaviors.
Why should I use Drip
No matters if you are an experienced marketer or a newbie. With proven blueprints, broadcast, autoresponders and behavior-triggered emails, you can take the most out of your email and bring your marketing on autopilot. To grow your business, you need to track. With Drip you’ll be able to analyze your marketing through built-in solutions that help you achieve your goals.
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.
Thanks to LeadsBridge and Facebook Lead Ads, Quality Track Jobs put its message in front of the right talent, lowing the company’s recruitment spending and raising its profitability decreasing the cost per lead up to -42%