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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 LeadSpark
LeadSparK is a car dealer CRM that offers an integrated system to monitor the whole lead lifecycle, from the first contact to its conversion to “customer”.
Benefits of using LeadSpark
LeadsPark helps you improve your car dealership business by better managing your leads and clients. Any single step of the customer journey is recorded, commented and stored. By doing so, your sales team will be able to cover (and win) the negotiation through all its phases: choice of the car, trade-in, closing.
Why should I use LeadSpark
LeadSpark helps your vendors in building a satisfactory, successful and lasting relationship, also when the negotiation process is long term and has complications. LeadsPark is a cloud-based solution. You don’t need to install the software and your business is always under control, wherever you are, 24h.
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.
Spinifex Sheds created a series of campaigns to sell Sheds. Thanks to LeadsBridge and Facebook Lead Ads Spinifex Sheds was able to increase their ROI and decrease the cost per lead up to -88%