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.

Microsoft Dynamics CRM is a Customer Relationship Management platform designed for businesses and entrepreneurs who need to manage their contacts’ base with the aim of increasing conversions and sales. What’s a CRM A CRM is a tool that allows you to build a better relationship with your leads and customers, by improving the communication and tracking engagement and sales.

A CRM helps you simplify your tasks. For example, with Microsoft Dynamics CRM, you can easily create email marketing campaigns, analyze data, organize meetings and much more. Moreover, Microsoft Dynamics CRM lets you manage your entire team, by assigning tasks to your team members in order to boost their productivity.

Easy to use Microsoft Dynamics CRM provides you the most advanced tools for better managing your business, yet it’s easy to use. Moreover, Microsoft Dynamics CRM integrates with the entire Microsoft environment, like Microsoft Office, Word, Excel, etc.

What you can do with Wealthbox and Microsoft Dynamics CRM

Create new Microsoft Dynamics CRM leads with Wealthbox

Create new Microsoft Dynamics CRM leads in static lists with Wealthbox

Create new Microsoft Dynamics CRM customers with Wealthbox

Create new Microsoft Dynamics CRM customers in static lists with Wealthbox

Update Microsoft Dynamics CRM leads with Wealthbox

Update Microsoft Dynamics CRM leads in static lists with Wealthbox

Update Microsoft Dynamics CRM customers with Wealthbox

Update Microsoft Dynamics CRM customers in static lists with Wealthbox

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About LeadsBridge

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.

 

Other popular Microsoft Dynamics CRM integrations offered by LeadsBridge

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