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Generate more leads with the Wealthbox + Mirabel’s Marketing Manager integration
Wealthbox / Mirabel’s Marketing Manager
Integrations

Streamline your data management process with the Wealthbox + Mirabel’s Marketing Manager integration

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Does Wealthbox integrate with Mirabel’s Marketing Manager? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Wealthbox and Mirabel’s Marketing Manager

Quick summary of 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.

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.

Quick summary of Mirabel’s Marketing Manager

This software helps you to identifies who is visiting your website, Mirabel's Marketing Manager is the ultimate lead cultivation tool for lead identification, data appending, CRM, scoring, alerts, and competitor analytics.

Mirabel’s Marketing Manager is a product of Mirabel Technologies, a privately owned, international software company that empowers businesses to grow through better technology.

Like all Mirabel products, Mirabel’s Marketing Manager is supported by experienced web developers and software consultants who ensure clients a great user experience.


What you can do with Wealthbox and Mirabel’s Marketing Manager

Create new Mirabel’s Marketing Manager leads with Wealthbox

Update Mirabel’s Marketing Manager leads with Wealthbox


Other popular Mirabel’s Marketing Manager integrations offered by LeadsBridge

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NOTE Mirabel’s Marketing Manager is on Waiting List
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