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.

Pardot is a SalesForce tool that provides an advanced marketing automation platform specifically designed for the B2B market. In order to sell your B2B products, it’s crucial to get in contact with decision-makers of your target industry, without wasting time engaging the wrong persons. That’s why Pardot enables you to get the most out of your marketing activities.

With Pardot you get access to an intelligent B2B engagement platform that includes: Effortless email marketing Create personalized, highly effective email marketing campaigns easily, thanks to a quick drag-and-drop email creation tool. Smarter lead generation With Pardot you can count on a smart lead generation method that includes an easy and quick opt-in form creation. Opt-in forms are already mobile-optimized, you can install them on your website or blog, in order to take the most out of your website traffic.

Pardot enables you to create segments of your list, using email triggers or even more advanced methods. Moreover, with Pardot you have the ability to align your sales team to your leads’ needs. By doing so, you can take control of your entire sales process easily and never miss an opportunity.

What you can do with Wealthbox and Pardot

Create new Pardot leads in dynamic lists with Wealthbox

Create new Pardot leads in static lists with Wealthbox

Create new Pardot leads in campaigns with Wealthbox

Update Pardot leads in dynamic lists with Wealthbox

Update Pardot leads in static lists with Wealthbox

Update Pardot leads in campaigns 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