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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 SharpSpring
SharpSpring is a marketing automation platform designed to help businesses to acquire more prospective clients and make more sales. What makes SharpSpring different than other similar tools? First of all, SharpSpring is an easy-to-use tool, and you can integrate it with the most-used marketing tools that you probably already use for your business, like wordpress, salesforce, gotowebinar, just to name a few.
Benefits of using SharpSpring
SharpSpring enables you to switch from a traditional, massive marketing, to a one-on-one marketing thanks to marketing automation. In fact, you can create campaigns that automatically segmentate your audiences based on how they behave with your campaigns, which links they link, and email opens. In other words, you can send exactly the right message, to the right people, in the right time, sending the information your contacts need in order to make a decision.
Why should I use SharpSpring
Thanks to the social integration, you can extend your marketing to Facebook, Linkedin, Twitter etc., so you can reach your clients where they spend time most.