Generate more leads with the Wealthbox + JobScore integration

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.

JobScore is a cloud-based candidate tracking system and is designed for businesses of all sizes. Product features include job posting, social media recruitment, and database recovery to store applications, reports, and analytics from previous candidates.

JobScore offers career site management, which provides users with pre-built templates for website creation. In addition, users can add video and image files to websites. The product also offers automatic job posting, which allows users to connect with different job boards such as Indeed, craigslist and recruit.net and publish jobs within the system.

JobScore includes interview scheduling, which allows users to integrate their own calendar and view schedules on the calendar. Users can also set reminders based on interview times. JobScore offers a job application form that allows users to create job application forms where candidates can fill out profiles and attach their resume.