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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 Mini CRM
Mini Crm is a Customer Relationship Management platform that helps you manage your leads, optimize the sales process and more sales. If you are a business owner and you need to increase the engagement with your contacts’ base, then Mini CRM is a great solution for you.
Benefits of using Mini CRM
Easy-to-use Mini CRM is easy, you don’t need to be a developer or a teach expert to use it. Its easy interface makes this platform the perfect tool for a rapid growth. Mini CRM enables you to build a central system for managing your Business. Generate new leads Mini CRM allows you to increase you internet leads by designing and bringing online your Web forms. Build automatic emails When people subscribe to your leads, you can instantly send welcome mails and follow up sequences to engage them with your great content. Sales automation
Why should I use Mini CRM
With Mini CRM you can automate your sales processes and help your team members to boost their productivity. You can manage customers and task, always up-to-date, visualize the customer’s history Get detailed statistics about your audience, such as open rates, click through rates, conversions and much more. Marketing automation Marketing automation enables you to use filters and send targeted messages to your audience, sending the most relevant message for your customers.
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