Generate more leads with the Wealthbox + vTiger 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.

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.

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.

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.