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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Asset-Map
Axis LMS
Chat Agents
Chief
FP Alpha
Hubly
Integrately
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Quickwork
Raklet
RightCapital
Shift
Smith.ai
Strety
Wealth.com
Zapier

Integrations

Asset-Map
Axis LMS
Chat Agents
Chief
FP Alpha
Hubly
Integrately
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Quickwork
Raklet
RightCapital
Shift
Smith.ai
Strety
Wealth.com
Zapier

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

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