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 vTiger
Vtiger is a customer relationship management tool, designed to help businesses engage their customers, in order to increase sales and conversions. Vtiger allows you to nurture your leads and track your marketing results.
Benefits of using vTiger
Thanks to marketing automation, VTiger helps you drive your customers through a specific journey, based on how they behave with your follow up. By creating segments of your lists, VTiger can automatically send the most relevant offers and information to your potential clients. Thanks to pre-built analytics, you’ll get the insights you need to grow your business, making the right decisions, and take the most out of your marketing efforts.
Why should I use vTiger
VTiger is also a helpdesk that allows you to automate support for create a great customer service experience for your clients. With VTiger, your entire business is under your control. The integrated CRM, in fact, can elaborate the information you need from all your business team, from marketing directors to sales reps. By doing so, you can collaboratively manage the entire sales funnel, from the opt-in process to back end offers, in order to make more sales and increase the customers lifetime value.
What you can do with Wealthbox and vTiger
Create new vTiger leads in lead sources with Wealthbox
Update vTiger leads in lead sources with Wealthbox
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.
Other popular vTiger integrations offered by LeadsBridge
Featured customers
"That I can create ads, content to post to Facebook and actually be able to communicate with the sales team of the offer that I am pushing like "looking for payments under $200" "$249 Lease Payment" "Bad Credit, No Credit Customer" etc. We have sold many vehicles using LeadsBridge. Being able to actually receive leads from Facebook rather than pushing someone to our website and hoping that they put in a lead through our website."
Kristina Kaecker
Kunes Country Auto Group.
"Great support, and great product, too easy close deals with the LeadsBridge instant notification!! Thanks!"
Kandel Haim
Dr. Kandel Haim.
"As an agency, the integration with Facebook Lead Ads has been very helpful to manage the ads of our clients. Moreover, the platform user interface is easy to navigate, with quick and simple steps to follow. Overall, it's very user-friendly."
Jenna Herrig
Adtaxi.
"LeadsBridge is great, and when a great company has great tech support it becomes superb. I requested a special integration for my agency and they made it, and fast, now my business on Facebook will improve thanks to them."
Gustavo Schnitman
ProWeb Internet.
Success stories
