Streamline your data management process with the Wealthbox + Mindbody 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.

Mindbody is business management software targeting Health and Wellness companies to help them effectively manage their marketing and business operations. It helps in automating business tasks, including payment collection, confirmations, rescheduling, and payroll processing. Software’s easy-to-use and effective marketing tools allow organizations to stay in touch with their customers and integrate promotions at the point of sale. The marketing tools allow creating custom gift cards and starting promotions and loyalty programs. Clients can conveniently book their next appointment through the website or the Android & iOS app.

Mindbody helps businesses grow by providing them with the necessary tools to effectively manage their resources and automate their business tasks. Clients get to book their appointments as per their convenience using a device of their choice, while their visit history and payment details are stored in a single and easy-to-manage profile. You can link the schedule directly to the website as well as a Facebook page. Different filters like by name, by service, by staff member etc. make sorting the entire schedule easier.

Mindbody can take the customer experience to another level and make it easier for users to manage their appointments right from their phones, but this is no all because with Mindbody you can also managing staff resources more accessible, thanks to organizational features that help organize the team’s work, and schedule employee’s work in a single, easy to manage the place. Payroll can also be processed quickly and without any hassle. A huge plus, Mindbody offers Android and iOS apps.