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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 Mailer Lite
Mailer Lite is an affordable email marketing software specifically designed for small businesses. The platform gives you everything you need to increase your contact’s base and make more sales, by creating high converting email marketing campaigns.
Benefits of using Mailer Lite
With Mailer Lite you can increase your subscribers by creating beautifully designed landing pages. The easy drag & drop builder enables you to generate new leads quickly and without stress. Mailer Lite allows you to convert more visitors into leads. Take the most out of your website traffic with pop-up windows. When sending a newsletter, it’s very important to engage your audience with great content and good design.
Why should I use Mailer Lite
Moreover, you can easily design your own newsletter with the exclusive drag & drop editor. Your subscribers want to feel special…and of course, they are. With Mailer Lite you can personalize your customers’ journey and create exclusive offers triggered by their behavior. Marketing automation allows you to send most relevant emails for your audience, in order to make the right offer for the right people and increase conversions and sales.
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.
Laurenzano Propiedades is a real estate market. The objective of Laurenzano Propiedades was to acquire more leads, thanks to LeadsBrigde, Laurenzano Propiedades was able to obtain more leads and decrease the CPC