Streamline your data management process with the YouCanBook.me + Wealthbox integration

YouCanBook.me is a simple scheduling tool that helps you manage appointments and meetings with your customers, directly online. YouCanBook.me is a highly professional tool that allows you to automate your business events.

YouCanBook.me is fully customizable. You can easily personalize your booking page with your brand colors, integrate it with your calendar, while customers’ time zone is automatically detected by the software. By connecting YouCanBook.me with your favorite business tools like Microsoft Outlook, Gmail or iCloud calendar, your customers can select the available times and days to book you.

With YouCanBook.me you never miss a business meeting: your customers will get their notifications and reminders when it’s time to meet, while you focus on what matters for your business. You can set up recurring events or customize your week, define the duration of a meeting and appointment padding, follow up your customers with emails and text messages. Moreover, you can have access to the platform through PC, mobile devices and tablets, wherever you are, 24/7, and manage the availability of your entire team in just one place.

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.