What is WooCommerce
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.
Benefits of using WooCommerce
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.
Why should I use WooCommerce
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.
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 WooCommerce and Wealthbox
Create new Wealthbox contacts in tags with WooCommerce
Create new Wealthbox contacts in reports with WooCommerce
Create new Wealthbox contacts in lead sources with WooCommerce
Update Wealthbox contacts in tags with WooCommerce
Update Wealthbox contacts in reports with WooCommerce
Update Wealthbox contacts in lead sources with WooCommerce
About LeadsBridge
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"LeadsBridge is easy to use and includes many features. Features that you always needed and wanted. Best of all, it's very very affordable. Perfect integrations between Facebook and Salesforce. Mostly for lead ads campaigns on Facebook but they recently launched custom audience integrations as well which helps to update even offline conversions. LeadsBridge has helped my automotive company achieve excellent results!"
Ardalan Zandian
Eargo.
"I use LeadsBridge to manage the leads of my Agency and it's amazing because LeadsBridge makes very easy to transfer your FB Lead ads into your CRM or email marketing software. I use this product to take FB Lead ads and import them into ActiveCampaign as well as trigger an automatic SMS to the client with the lead details. "
Glenn Wallace
Webjutsu.
"Great support, and great product, too easy close deals with the LeadsBridge instant notification!! Thanks!"
Kandel Haim
Dr. Kandel Haim.
"Good product for the Facebook lead Ads. Definitely saves so much time and allows us to get back to leads a lot faster now that we don't have to manually download the CSV and distribute the info, absolutely recommended for automotive business!"
Jessica Sapp
Mr. Bill Motor Co..
Success stories
