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Generate more leads with the Wealthbox + Less Annoying CRM integration
Wealthbox / Less Annoying CRM
Integrations

Generate more leads with the Wealthbox + Less Annoying CRM integration

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

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 Less Annoying CRM

Less Annoying CRM is a Customer Relationship Management software specifically designed around small businesses’ needs. Entrepreneurs know how important is - in terms of growth - to have a tool to manage your leads and clients. The problem is that business owners often don’t have time and resources to use a professional CRM.

What makes Less Annoying CRM different than others? First of all, Less Annoying CRM is simple. It requires only a few minutes to understand how it works and start using it. However, Less Annoying CRM is a highly professional software that enables you to manage your contacts effortlessly.

Less Annoying CRM enables you to create email marketing campaigns to follow up your leads and customers, with the goal of increasing conversions and sales. Less Annoying CRM allows you to track your leads’ activity (email opens, clicks, purchases, etc.). This is important, in order to understand your contact’s preferences and behaviors and address them with the most relevant marketing message. With Less Annoying CRM you can empower your entire team by managing tasks and calendar, by doing so, you and your employees are always up-to-date and never miss an opportunity.


What you can do with Wealthbox and Less Annoying CRM

Create new Less Annoying CRM contacts in pipelines with Wealthbox

Update Less Annoying CRM contacts in pipelines with Wealthbox


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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Other popular Less Annoying CRM integrations offered by LeadsBridge


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