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.

VinSolutions is a customer relationship management platform specifically designed for automotive businesses. Thanks to this software, you can connect with your audience, engage your leads and increase your sales volume. With VinSolutions, the car-buying process is made simple. The CRM, in fact, allows you to get the data you need to address the potential clients in perfect timing, with the right follow up.

Moreover, you can bring your customers back to your dealership, by setting up one or more follow up campaigns that nurture them and increase your customers lifetime value. By doing so, you’ll be able to make more sales and offer your services, while maintaining a great relationship with your clients.

VinSolutions Connect CRM boosts the productivity of your entire team, by monitoring your sales staff activity and assigning them the right tasks. Moreover, the CRM allows you to segmentate your customers’ database and personalize their experience, focusing on their specific needs and desires.

What you can do with Wealthbox and VinSolutions

Create new VinSolutions leads with Wealthbox

Update VinSolutions leads with Wealthbox

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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.

 

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