Zoho CRM is a customer relationship management software that enables you to grow your business by managing your contacts’ base effectively and without effort. Zoho CRM helps you increase your sales volume, empower your marketing and support your clients. By reaching your audience in perfect timing, engaging them across multiple channels and showing them the most relevant content and offers, Zoho CRM allows you to sell smarter and faster.

With Zoho CRM you can create automated follow-ups to your leads. Thanks to automation rules, you are able to segment your audience and make the right decisions. Zoho CRM empowers your entire sales team, helping them be more productive and organized. By creating sustainable workflows that motivate the employees you can, at the same time, track the sales performances and identify what works and what doesn’t.

Thanks to the advanced CRM analytics, you have your business under control, understand trends, churn rates and much more. Zoho CRM integrates with the most used tools for businesses, including Microsoft Outlook, Google Apps, Twitter, Facebook, just to name a few.

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 Zoho CRM and Wealthbox

Create new Wealthbox contacts in tags with Zoho CRM

Create new Wealthbox contacts in reports with Zoho CRM

Create new Wealthbox contacts in lead sources with Zoho CRM

Update Wealthbox contacts in tags with Zoho CRM

Update Wealthbox contacts in reports with Zoho CRM

Update Wealthbox contacts in lead sources with Zoho CRM

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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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