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.

Gmail is a free email provider that offers an email service associated with your Google account where users can sign in via web browsers, Android apps, or iOS apps. Gmail provides 15 GB of email storage and the ability to send an email with up to 50 megabytes of attached files. This program also allows you to organize emails in folders and tabs.

An interesting feature of Gmail is that the email system automatically scans emails to check for attachments that may contain viruses or malware, and offers a spam filtering feature that automatically recognizes and marks spam and e-mail messages and stores them in a dedicated folder.

Finally, Gmail provides dialing tools that allow users to customize their email messages with fonts, colors, emoticons, elegant photos and much more.

What you can do with Wealthbox and Gmail

Create new Gmail 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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