Wufoo is a web application which intends to simplify forms. Forms can generally be tedious to work with. You'd have to write the XHTML/CSS for the form elements, set up the back end code to capture all the data and then work on generating usable reports for it. Wufoo simplifies this entire process right from form creation to integrating it within your site through extensive theme support to producing pretty, usable reports for you to parse your data. It even does a lot of advanced stuff, including web hooks and a proper API to access the collected data.

Wufoo enables you to create online forms within seconds, being able at the same time to customize and design those forms the way you like them to be. Once created, all of your forms can be shared with colleagues, or simply linked to the app’s pages or embedded directly on your website. A set of excellent REST APIs is also available to simplify the procedure. When your data arrives to the system, you will be immediately notified upon it by the vendor, and be enabled to set up real time reports for the purpose. The system will offer you more than 400+ customizable and professional templates and themes to choose from, together with the unique possibility to build ones of your own using the app’s intuitive drag n’ drop interface. You can also use the set of custom rules to create dynamic forms that will follow logic that you’ve specified.

Through Wufoo, you can start accepting online payments within minutes using a Wufoo-powered form. Collect secure online payments in a snap. Easily hook up your forms with trusted payment merchants like Authorize.net, Stripe, and PayPal. Wufoo enables you to analyze and track the results. Create dynamic visualizations made up of your own graphs, charts, and key metrics. Understand your data and track performance. Stay organized and informed with the app’s dynamic analytics dashboard. Build shareable, password-protected reports to deliver deep business insights. Finally, security won’t be an issue. You can rely on the vendor to protect your data and keep it clean. The vendor takes your security seriously and uses measures like 256-bit SSL encryption and smart captcha to protect your data from spammers and hackers.

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 Wufoo Forms and Wealthbox

Create new Wealthbox contacts in tags with Wufoo Forms

Create new Wealthbox contacts in reports with Wufoo Forms

Create new Wealthbox contacts in lead sources with Wufoo Forms

Update Wealthbox contacts in tags with Wufoo Forms

Update Wealthbox contacts in reports with Wufoo Forms

Update Wealthbox contacts in lead sources with Wufoo Forms

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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.

 

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