Generate more leads with the Wealthbox + Vcita integration

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.

Vcita is an all-in-one business management app designed for Small and Medium businesses that want to better manage their time and boost their productivity. With Vcita, you can let your clients book appointments online and save a lot of time of phone calls, payments processes and invoices.

The software allows you to connect with your contact base and build a long-lasting relationship with your clients, thanks to a CRM solution specifically designed for service providers. The calendar management tool helps you schedule your appointments and events, syncing your meetings with your existing calendar in order to avoid double bookings. Moreover, you don’t need to worry about payments and invoicing.

Vcita enables you to accept payments with credit cards or via Paypal, while the system creates beautifully designed, branded invoices. From lead generation to social media, you can improve your marketing campaigns by creating high converting, mobile friendly landing pages and connect them to your website and business pages. Vcita is also an email marketing tool that allows you to create beautiful, engaging emails to your contacts, in order to get more business and bookings from your prospects and customers.