Zoho Forms is a powerful online form generator who can create and collect modules from multiple systems, platforms and mobile apps and share them with other users.

These modules are designed for mobile devices and are accessible and shared anywhere. This software is intended to help team members connect public links to their forms and send them via e-mail to colleagues or external collaborators, all while keeping the data organized, stored and protected.

The strength of Zoho Forms is the transfer of data in the cloud, where it will be saved and protected much longer than local systems and at the same time, will be accessible to every person assigned, in every place. A feature that international companies find invaluable to save time and money. Zoho Forms is practical, easy to use and convenient, which means it has been adapted to businesses of all sizes.

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 Forms and Wealthbox

Create new Wealthbox contacts in tags with Zoho Forms

Create new Wealthbox contacts in reports with Zoho Forms

Create new Wealthbox contacts in lead sources with Zoho Forms

Update Wealthbox contacts in tags with Zoho Forms

Update Wealthbox contacts in reports with Zoho Forms

Update Wealthbox contacts in lead sources with Zoho 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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