Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience the effortless method to access all information related to your contacts in a single location. This includes emails, phone calls, meetings, notes, follow-ups, and social media interactions. Cloze seamlessly monitors your emails, phone communications, meetings, documents, as well as integrations with Evernote, LinkedIn, Facebook, Twitter, and numerous other platforms. Everything is meticulously organized according to contact, company, and meeting, eliminating the need for tedious tasks. Additionally, we ensure that email signatures are captured, keeping your contact information consistently current. With Cloze, managing your professional connections becomes a streamlined experience.

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

Axis LMS
Desktop.com
Easyflow
Integrately
Quickwork
Shift
Stackreaction
Zapier
CircleBlack
Dialpad Support
DoorLoop
Happy Grasshopper
MoneyGuide
Nango
Nitrogen
Raklet
Replyify
RingCentral RingCX
Slack
Smith.ai

Integrations

Axis LMS
Desktop.com
Easyflow
Integrately
Quickwork
Shift
Stackreaction
Zapier
CircleBlack
Dialpad Support
DoorLoop
Happy Grasshopper
MoneyGuide
Nango
Nitrogen
Raklet
Replyify
RingCentral RingCX
Slack
Smith.ai

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

Cloze

Founded

2012

Country

United States

Website

www.cloze.com

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow 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

Alternatives

Alternatives

BITA Risk Reviews

BITA Risk

corfinancial
FinBursa 360 Reviews

FinBursa 360

FinBursa Technologies Ltd