What is Zoho Forms
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.
Benefits of using Zoho Forms
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.
Why should I use Zoho Forms
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.
What is Wealthbox
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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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 with Zoho Formscontacts in tags
Create new Wealthbox with Zoho Formscontacts in reports
Create new Wealthbox with Zoho Formscontacts in lead sources
Update Wealthbox with Zoho Formscontacts in tags
Update Wealthbox with Zoho Formscontacts in reports
Update Wealthbox with Zoho Formscontacts in lead sources
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.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"LeadsBridge provided the functionality to allow us to quickly deploy and implement ad leads campaigns to our client CRM systems. This 1 simple tool has become a lynch pin of our agency business. Thanks for the amazing support!"
Kaine Kornegay
Ad Fuel.
"I have an agency and I use LeadsBridge to connect facebook lead ads with my CRM, it saved my life! No more hours spent transferring leads manually from CSV files! Moreover, LeadsBridge offers very good customer service from set up to maintenance."
Frank Inzirillo
Chairman Promotions.
"Until I found LeadsBridge about a year ago, I was manually downloading daily the incoming email addresses from my Facebook lead ads program and uploading them to my email service provider. A lot of drudgery and worse yet was the untimely lag between the user response and the delivery of the lead magnet. After repeated searching for a solution for my retail, I found LeadsBridge. The process is now totally automated and I've only experienced one tiny glitch (that they caught) in a year. Customer service has been great. Responses are prompt even..."
Thomas Slater
Snorkel Hot Tubs, Inc..
"I used LeadsBridge to automatically import leads from the new Facebook Lead Ads directly into my Infusionsoft account and it worked amazingly well. It circumvented the process of importing leads manually via a csv file, which was tedious and causing unwanted time delays in responding to new leads. I would highly recommend LeadsBridge!"
Kevin Thomas
Songwriting Planet.
Success stories
