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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 Mautic
Mautic is a marketing automation software designed to businesses of any size, which allows you to increase your leads, sales, and conversions.
Benefits of using Mautic
With Mautic you can create highly effective marketing campaigns to grow your business without effort. Build your contact base. Mautic helps you turn your website into a source of highly qualified leads. Allow people to subscribe to your list by creating your own web forms and install them on your website or blog. Email marketing is one of the most important activities in your business. Mautic allows you to create newsletters, automatic follow-ups, nurturing campaigns to engage your audience and boost loyalty and conversions.
Why should I use Mautic
With Mautic you can manage your contacts’ base, subscribe/unsubscribe users, move them to other campaigns and much more. Thanks to Mautic’s built-in reporting and analysis tool, you can easily understand how people behave and interact with your business and identify weaknesses and strengths of your marketing strategy Social media marketing With Mautic you can connect with your audience while they are browsing the social media. By doing so, you’ll be able to empower your brand and improve engagement with your leads.
Jidd Motors is a Luxury Car Dealer that was looking to drive targeted traffic to its luxury car dealership.Thanks to LeadsBridge and Facebook Lead Ads, Jidd Motors was able to improve leads collected in 16 days up to +41%