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Generate more leads with the Wealthbox + HockeyApp integration
Wealthbox / HockeyApp
Integrations

Generate more leads with the Wealthbox + HockeyApp integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and HockeyApp

Quick summary of 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.

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.

Quick summary of HockeyApp

HockeyApp is a service that allows developers to hire and manage testers, distribute apps and collect crash reports.

HockeyApp is a multi-platform tool that works with Android, Windows Phone and iOS devices, allowing you to offer the same user experience regardless of the user's operating system.

HockeyApp is also used for crash reporting, app distribution, user feedback and, finally, user metrics.


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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Start automating Wealthbox with LeadsBridge

NOTE HockeyApp is on Waiting List
Please click the button below to get free early access once it will be available.