Streamline your data management process with the Wealthbox + Mailshake 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.

Mailshake is a simple solution for sending cold business emails that enables you to close more deals and optimize your workflow. In fact, with Mailshake allows you to easily schedule follow-up sequences or triggered emails based on your recipients' link clicks.

You don't need to be a great writer to start converting cold leads into customers: the software in fact provides you with to proven templates for your emails, that you can simply send with automatic follow-ups and customize for your industry.

Mailshake interrupts the sequence when a response is detected, handles requests to unsubscribe and ignores the automatic responders. Moreover your sending calendar optimizes how your emails are sent, by giving you the ability to block out weekends, set hours of the day, and set spacing rules. With Mailshake you can use merge fields to quickly customize your messages. Preview every single email and make edits efficiently.