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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

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 

Screenshots View All

Screenshots View All

Integrations

Asset-Map No 
Axis LMS No 
Chat Agents No 
Chief No 
Desktop.com No 
Easyflow No 
FP Alpha No 
HubSpot Customer Platform Yes 
Levitate No 
Microsoft Outlook Yes 
Mimasa AI No 
MoneyGuide No 
Moneytree No 
PayPal Yes 
Riskalyze No 
Salesforce Yes 
Stripe Yes 
Wufoo Yes 
Xero Yes 

Integrations

Asset-Map Yes 
Axis LMS Yes 
Chat Agents Yes 
Chief Yes 
Desktop.com Yes 
Easyflow Yes 
FP Alpha Yes 
HubSpot Customer Platform No 
Levitate Yes 
Microsoft Outlook No 
Mimasa AI Yes 
MoneyGuide Yes 
Moneytree Yes 
PayPal No 
Riskalyze Yes 
Salesforce No 
Stripe No 
Wufoo No 
Xero No 

Pricing Details

$10 per user per month
Free Trial No 
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 Yes 
Mac Yes 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AppsForOps

Founded

2015

Country

Australia

Website

www.AppsForOps.com

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis No 

Timeline

Bulk Editing No 
Collaboration Tools No 
Connections / Dependencies No 
Customize Look and Layout No 
Drag and Drop No 
For Business Processes No 
For Creative Writing No 
For Education No 
For Historical Data No 
For Legal Practitioners No 
For Project Management No 
For Sales No 
Layers No 
Milestones No 
Percent Complete Tracking No 
Privacy Controls 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 

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