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Generate more leads with the WhatConverts + Wealthbox integration
WhatConverts / Wealthbox
Integrations

Streamline your data management process with the WhatConverts + Wealthbox integration

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Does WhatConverts integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting WhatConverts and Wealthbox

Quick summary of WhatConverts

WhatConverts makes it easier to assign sales to traffic sources based on phone calls, web forms, and transactions.

WhatConverts offers a complete circle lead tracking system where you will no longer be asked what lead or lead conversion point of origin is.

Using WhatConverts, you'll be able to get deep data analysis in source tracking, lead quality, and revenue generation. WhatConverts is simple to configure and integrates seamlessly with Google Analytics and Google AdWords.

Quick summary of 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.

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.


What you can do with WhatConverts and Wealthbox

Create new Wealthbox contacts in tags with WhatConverts

Create new Wealthbox contacts in reports with WhatConverts

Create new Wealthbox contacts in lead sources with WhatConverts

Update Wealthbox contacts in tags with WhatConverts

Update Wealthbox contacts in reports with WhatConverts

Update Wealthbox contacts in lead sources with WhatConverts


Other popular Wealthbox integrations offered by LeadsBridge

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