Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Call Saver® Pro™ allows users to efficiently save, organize, and access their phone call recordings directly from their computer. This tool is ideal for small businesses, home offices, or individuals looking to maintain a record of their phone conversations. Users can effortlessly store their calls on either a desktop or laptop device, and they have the option to email or upload these recordings whenever they wish, removing the hassle of using traditional tape recordings. Conversations can be neatly categorized into folders or directories on the hard drive or any network drive for quick retrieval, whether in the office, on the go, or in a courtroom setting. The software offers both automatic and manual recording features and is compatible with nearly any corded phone and PC. Each recorded file is automatically stamped with the date and time for easy identification, and users can archive these files to any network server or drive. Recordings are saved in the WAV format, and the registration process is straightforward, requiring only an Internet connection. Additionally, users can instantly playback the last minute of an ongoing call, ensuring they never miss important information. This software is fully compatible with all versions of Windows operating systems, making it a versatile choice for various users.
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
Integrations
Asset-Map
Axis LMS
Chat Agents
Chief
FP Alpha
Hubly
Integrately
Intulse
KonnectzIT
Moneytree
Integrations
Asset-Map
Axis LMS
Chat Agents
Chief
FP Alpha
Hubly
Integrately
Intulse
KonnectzIT
Moneytree
Pricing Details
No price information available.
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
DynaMetric
Website
www.dynametric.com
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management