Streamline your data management process with the WHMCS + Wealthbox integration
Does WHMCS integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting WHMCS and Wealthbox
What is WHMCS
WHMCS is the world's leading online billing and automation platform for web hosts and domain registration.
Benefits of using WHMCS
The integrated WHMCS platform enables Web hosting providers to automate their operations, reduce costs and improve customer service, as well as provide customers with self-service access to manage billing and services.
Why should I use WHMCS
With over 150 API integrations including all major web hosting control panels, and WHMCS related web services is a secure, scalable and extensible platform for web hosting companies of all sizes.
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 you can do with WHMCS and Wealthbox
Create new Wealthbox contacts in tags with WHMCS
Create new Wealthbox contacts in reports with WHMCS
Create new Wealthbox contacts in lead sources with WHMCS
Update Wealthbox contacts in tags with WHMCS
Update Wealthbox contacts in reports with WHMCS
Update Wealthbox contacts in lead sources with WHMCS
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