Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Asset-Map
No
Axis LMS
No
Chat Agents
No
CircleBlack
No
FP Alpha
No
Integrately
No
Intulse
No
KonnectzIT
No
Mimasa AI
No
Moneytree
No
Integrations
Asset-Map
Yes
Axis LMS
Yes
Chat Agents
Yes
CircleBlack
Yes
FP Alpha
Yes
Integrately
Yes
Intulse
Yes
KonnectzIT
Yes
Mimasa AI
Yes
Moneytree
Yes
Pricing Details
$34.95/month
Starting price $34.95/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
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
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No