Streamline your data management process with the WooCommerce + Wealthbox integration

WooCommerce is a customizable eCommerce platform for WordPress, that enables you to create your own online store to sell your products and services on the Internet. Creating an eCommerce today it is not easy. You need to manage the graphic design, generate leads, set up the payment system, and much more.

WooCommerce gives you the ability to integrating Wordpress, the word’s most popular website builder, and you get the benefit of an easy-to-use Content Management System empowered with the eCommerce sales platform. Thanks to its integrations, with WooCommerce, your clients can buy your services and products through their preferred payment methods, from PayPal to Stripe.

WooCommerce enables you to sell anything, everywhere, from your marketplace. By setting up your shop you can choose between offering free shipping or flat-rate shipping. When needed, you can also restrict the shipping to certain countries. WooCommerce allows you to manage taxes and stock levels, in order to make it simple to run your business and focus on what matters for you.

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.