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.

ELEAD1ONE is a CRM platform designed for automotive retail industries and car dealerships of all sizes. Flexible, robust, and easy to use, the platform is ideal for automotive dealer groups and franchised and independent dealership retailers. This tool aims to help automotive shops and car dealers increase their sales and maximize their profits by enabling them to provide customers with great buying experiences. ELEAD1ONE makes the process of purchasing cars and requesting services convenient and efficient by allowing customers to do it from their mobile devices. The software enables users to provide all the information that their customers need, so they will be able to buy cars that fit their lifestyle, personality, and user preference. Furthermore, ELEAD1ONE offers data mining features, which allow users to utilize third-party data and other online resources that will help them search for sales and lease opportunities.

The CRM platform helps users evaluate their cars to offer a competitive advantage on the market. ELEAD1ONE also provides the possibility of directing leads from different communication channels, so that users can apply the most suitable follow-up for their requests, instantaneous in the short or long term. Users will also be able to respond quickly to their contacts. As for the functionality of this software, one of the most important of ELEAD1ONE is the ability to contact its customers immediately. Through the help of the platform's data mining technology, users will be able to quickly identify these customers and launch service marketing campaigns to reach them.

ELEAD1ONE also offers an Internet lead management feature that works with the platform's car inventory tools and mobile sales app. With this feature, users will be able to send vehicle information, electronic brochures, and photos to their customers and leads. They can do this quickly because the platform allows them to access their inventory of new and used cars easily.

What you can do with Wealthbox and ELEAD1ONE

Create new ELEAD1ONE leads with Wealthbox

Update ELEAD1ONE 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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