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ease
features
design
support

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Description

Gain a comprehensive understanding of your entire network and the connections of your colleagues. Discover the most efficient routes to the finest opportunities available. Engaging in cold outreach is counterproductive; it’s costly, ineffective, anxiety-inducing, and frequently leads to unsatisfactory outcomes. Successful salespeople recognize the paramount importance of relationships. Those who thrive cultivate genuine connections and maximize their potential, while those who struggle attempt to push their offerings onto a continuous stream of unfamiliar faces. With Connect The Dots, you can seamlessly navigate through both your network and that of your coworkers to swiftly identify the optimal entry points. Join now and amplify your network intelligence tenfold. Unlike other transformation initiatives, this one can be activated in mere minutes. You will enhance your ability to utilize not just your personal connections but also the shared professional networks of your friends and colleagues. Building rapport and engaging in meaningful conversations makes life much more enjoyable! Additionally, leveraging these connections can open doors to new collaborations and opportunities you might not have otherwise discovered.

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
Chat Agents
CloudQix
Desktop.com
Easyflow
FP Alpha
Google Chrome
Hubly
LinkedIn
Microsoft Outlook
MyRepChat
Nitrogen
Quickwork
Raklet
RightCapital
Riskalyze
Shift
Stackreaction
Wealth.com
Zocks

Integrations

Axis LMS
Chat Agents
CloudQix
Desktop.com
Easyflow
FP Alpha
Google Chrome
Hubly
LinkedIn
Microsoft Outlook
MyRepChat
Nitrogen
Quickwork
Raklet
RightCapital
Riskalyze
Shift
Stackreaction
Wealth.com
Zocks

Pricing Details

$24 per employee per month
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

Connect the Dots

Founded

2019

Country

United States

Website

www.ctd.ai/

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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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