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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 MadMimi
Mad Mimi is a tool designed to make email marketing simple. Mad Mimi, in fact, is a an email marketing tool that allows you to manage your mailing lists, by sending HTML email newsletters, and grow your subscribers.
Benefits of using MadMimi
With Mad Mimi you can: Grow your list Mad Mimi helps you grow your list, by installing forms of your website or manually upload a CSV file with your contacts’ base. Create newsletters Create your own beautifully designed, mobile-friendly newsletters through a super-clean interface. Nurture your leads Nowadays it’s really important to create a relationship with your potential clients.
Why should I use MadMimi
With Mad Mimi, you can do it effortlessly. Nurture your leads and keep your lists clean. Mad Mimi automatically remove duplicated emails, suppresses bounces and unsubscribes. Create reports Reports allow you to understand if you’re doing well. Mad Mimi tracks your subscribers’ clicks and opens, and gives you all the data you need to take the most out of your email marketing.
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.
SaveCal's mission is making quality home improvement upgrades has been to provide customers with easy affordable financing, thanks to LeadsBridge SaveCal improve their ROI up to +400%