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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 QuickEmail.io
QuickMail.io boost your email productivity to a high level with almost no training, literally overnight.
Benefits of using QuickEmail.io
Plus, it's so easy to use, that even the most junior sales person could become a superstar within a week of using this tool. Quickmail.io help salespeople and entrepreneurs be more productive by giving them the right tool to automate their outbound process.
Why should I use QuickEmail.io
With Quickmail.io you can customize your cold Emails to make each one feel like it was handwritten by you. In this way, you have the possibility to increase the number of positive replies, get more appointments and close more deals and reduce the number of spam complaints & rejections.
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.
The goal of the Hyperbits campaigns was to create interest in the brand and products through lead magnets. Thanks to LeadsBridge and Facebook Lead Ads, Hyperbits was able to improve their ROI up to 255%