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.

Momentum is an Automotive CRM solution created by lead-conversion experts and specifically designed to grow your car dealership business. Momentum CRM enables elite auto dealerships to maximize sales through a proprietary CRM software, by receiving a customized support and mentoring - which gives you the skills to get the most out of your marketing tools. Momentum CRM combines state-of-the-art technology, industry expertise and proven strategies to increase bottom-line profitability.

Momentum provides a single CRM solution that fits for all departments. Its unparalleled implementation combined with an ongoing training and mentoring have already helped dealerships worldwide increase their customer retention and trust. Momentum CRM increases the bottom line profitability of automotive retailers by focusing on point-of-contact excellence.

Through an efficient Internet lead management, you can manage the leads and clients acquired from any online source and optimize your marketing. Through the showroom traffic control tool, you’ll always know how your showroom performs and how to improve your results. Other features include phone up tracking, closed RO follow (Service decline and No Show follow up), and much more tools that enable you to measure the success of your business through satisfaction of clients, employees and shareholders.

What you can do with Wealthbox and Momentum

Create new Momentum leads with Wealthbox

Update Momentum leads with Wealthbox

JOIN FOR FREE

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.

 

Featured customers

Start Automating today!

Try LeadsBridge for free today or schedule a demo to see how LeadsBridge can help you scale your lead generation and marketing automation