Zapflow is a transaction flow management tool based on SaaS for professional investors (VC, CVC, M & A) available 24 hours a day, 7 days a week.

Zapflow helps investors increase the number of incoming investment opportunities, process them efficiently and report the details to different stakeholders.

Zapflow helps you make better investment decisions and help you improve your daily operations.

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 Zapflow and Wealthbox

Create new Wealthbox contacts in tags with Zapflow

Create new Wealthbox contacts in reports with Zapflow

Create new Wealthbox contacts in lead sources with Zapflow

Update Wealthbox contacts in tags with Zapflow

Update Wealthbox contacts in reports with Zapflow

Update Wealthbox contacts in lead sources with Zapflow

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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NOTE Zapflow is on Waiting List
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