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 Velocify
Velocify is a sales software that allows you to improve your sales team productivity and achieve your business goals faster. With Velocify, you can easily manage your leads and clients to close more deals and sales by optimizing your entire sales process. Velocify offers a wide range of tools and services designed to satisfy all your business’ needs.
Benefits of using Velocify
Velocify pulse helps your sales teams respond quickly and adequately when needed, connecting everyone who works within your business environment to the right team member and distributing the leads. With Velocity Pulse, it’s easier to follow up with your new prospects and connect with them at the right timing, which is necessary to improve your sales team performances.
Why should I use Velocify
Velocify Lead Managemen allows you to increase your lead conversion rates by managing incoming leads and optimizing the sales team’s workflow. Velocity engages for those who run retail or purchase mortgage businesses to help you managing referral partnerships. Velocify Dial-IQ is a sales dialer that helps sales reps be more productive, drive more conversions, and close more deals.
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.