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features
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support

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Description

Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ariath No 
Asset-Map No 
Axis LMS No 
Bancroft No 
Chat Agents No 
Chief No 
CircleBlack No 
Easyflow No 
ElectroNeek No 
Hubly No 
KonnectzIT No 
Levitate No 
Microsoft Dynamics 365 Yes 
MoneyGuide No 
Moneytree No 
Quickwork No 
Raklet No 
RightCapital No 
Riskalyze No 
Wealth.com No 

Integrations

Ariath Yes 
Asset-Map Yes 
Axis LMS Yes 
Bancroft Yes 
Chat Agents Yes 
Chief Yes 
CircleBlack Yes 
Easyflow Yes 
ElectroNeek Yes 
Hubly Yes 
KonnectzIT Yes 
Levitate Yes 
Microsoft Dynamics 365 No 
MoneyGuide Yes 
Moneytree Yes 
Quickwork Yes 
Raklet Yes 
RightCapital Yes 
Riskalyze Yes 
Wealth.com Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Provaria

Country

Austria

Website

www.proaddon.com/en/addons/procti/

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Alternatives

Alternatives

BITA Risk Reviews

BITA Risk

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