Streamline your data management process with the Zoho Campaigns + Wealthbox integration

Zoho Campaigns is a marketing solution for Email Marketing and Social Media Campaigns. As a part of Zoho CRM solution, Zoho Campaigns also integrates CRM features and contact list management. It is available as a single add-on with a pricing plan based on different models: pay as use or monthly subscription.

Zoho Campaigns is a great solution for creating and managing Email Marketing campaigns, performing A/B tests too. The drag and drop builder helps you to design beautiful email messages, thanks to a lot of customization features, in order to perfectly match the email’s layout with your brand. Through an advanced Contact List Management feature, you can easily segment your contacts, splitting up leads, prospect and customers. For a better management of the whole contact list, we recommend to integrate Zoho Campaigns with Zoho CRM, in order to keep track of all the activities, including deals, tasks and sales.

You can also use one of the third party services integrated with Zoho Campaigns to import contacts into your lists. Otherwise, you can import them manually or via a CSV/Google Spreadsheets file. Zoho Campaigns offers an autoresponder and an automate follow-up feature, useful for both welcome emails and lead nurture programs. With the Social Media Campaigns feature, you can create landing pages on Facebook to engage your customers and new visitors as well, create and schedule social media posts, and measure the performances of your social media campaigns.

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.