Does WhatConverts integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting WhatConverts and Wealthbox
What is WhatConverts
WhatConverts makes it easier to assign sales to traffic sources based on phone calls, web forms, and transactions.
Benefits of using WhatConverts
WhatConverts offers a complete circle lead tracking system where you will no longer be asked what lead or lead conversion point of origin is.
Why should I use WhatConverts
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.
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.
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