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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Phone Manager equips users with essential communication tools that enhance productivity by enabling swift and effortless interactions. With a diverse array of features tailored for various settings, it offers everything from contact views and directories to chats designed for seamless collaboration among colleagues, as well as agent controls and toolbars specifically crafted to boost the efficiency of contact center employees. Users can maintain connections with both colleagues and clients, whether they're on the go or temporarily away from their desks, thanks to Phone Manager Mobile, which ensures that crucial calls are never overlooked. The presence profiles feature allows users to indicate their availability while also managing their contact preferences, directing calls to mobile devices or softphones, or activating a do-not-disturb mode when attending to clients. Additionally, our outbound calling solution streamlines the process of following up on payments, reaching out to prospective customers, or reminding clients about their appointments, making it an invaluable tool for any professional. Overall, Phone Manager is designed to facilitate effective communication in various scenarios, allowing users to focus on what truly matters.

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
Chief
CircleBlack
FP Alpha
Intulse
KonnectzIT
MoneyGuide
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Riskalyze
Simplii
Stackreaction
Wealth.com
Zapier

Integrations

Axis LMS
Chat Agents
Chief
CircleBlack
FP Alpha
Intulse
KonnectzIT
MoneyGuide
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Riskalyze
Simplii
Stackreaction
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

Xarios

Founded

2006

Country

United Kingdom

Website

www.xarios.com/products/phone-manager/

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

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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