Streamline your data management process with the Wealthbox + Maximizer CRM 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.

Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features. Two different versions of Maximizer CRM are available: an online one, stored in the cloud and accessible through a desktop browser, and an “on-premise” version, installed on your own server.

Maximizer CRM was one of the first modern CRM software. It was launched more than 25 years ago, and it’s now used from both small businesses and large enterprises. It provides an all-in-one solution to manage all the business activities, including lead management, email marketing campaigns and sales.

As many others CRM softwares, Maximizer CRM offers list management and segmentation capabilities, in order to better manage leads, opportunities and customers. Then you can filter and search for specific contacts. Together with the integrated Email Marketing system, you can send the right message to the right audience. Maximizer CRM also provides an advanced tracking feature, collaboration tools and a robust analytics system, which is able to generate detailed insights (real-time consulting is available), reports and forecasts. Thanks to a suite of tools for lead generation, you can easily get data and information you need, in order to optimize your activities and capture qualified leads.