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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AddressTwo delivers a user-friendly Customer Relationship Management (CRM) solution tailored for small enterprises. This platform features a Contact Management system that is easily accessible via smartphones, allowing users to monitor the history of all calls made. Additionally, AddressTwo's cloud-based software includes an email management feature that enables the creation of automated email campaigns, enhancing the potential for increased sales opportunities. This combination of tools empowers small businesses to effectively manage their customer interactions and streamline communication efforts.

Description

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asset-Map
Axis LMS
Chat Agents
CircleBlack
CloudQix
FP Alpha
Intulse
MoneyGuide
Moneytree
Motileo
Nango
Quickwork
Riskalyze
Shift
Simplii
Smith.ai
Stackreaction
Strety
Wealth.com
Zocks

Integrations

Asset-Map
Axis LMS
Chat Agents
CircleBlack
CloudQix
FP Alpha
Intulse
MoneyGuide
Moneytree
Motileo
Nango
Quickwork
Riskalyze
Shift
Simplii
Smith.ai
Stackreaction
Strety
Wealth.com
Zocks

Pricing Details

$34.95/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AddressTwo

Founded

2008

Country

United States

Website

www.addresstwo.com

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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