Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
CloudTalk help modern sales and customer service teams provide better phone support and close more deals.CloudTalk Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
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It's easy to connect Wealthbox CRM + CloudTalk without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Create a contact.
Update an existing contact.
Wealthbox is a cloud-based CRM that is used to organize, track and manage the sales process from start to finish. It is an integrated CRM platform that is designed to create a smooth sales cycle from lead qualification to the final sale. In general, CRM stands for Customer Relationship Management and it helps business owners to centralize data about their customers into one place. The core purpose of CRM is to make it easier for businesses to communicate with their customers and prospects via email, phone and text messages.
Wealthbox comes with a variety of features and advantages. Some of the features and advantages include:
· Easy Setup. Wealthbox has a simple setup process that allows you to connect your company’s email accounts and existing social media accounts. Additionally, you can set up meetings and events with your contacts on your phone instantly. There is no need to rely on a clunky database application to manage your customer data. All of your data will be available in one centralized location.
· Seamless Integration. You can import data from your email provider or any other cloud-based application such as Google Contacts and Salesforce. Additionally, you can also export data to many different formats including CSV and Excel so that you can easily share your information with others. Through seamless integration, you can sync your contacts with your Facebook friends and create lists of leads based on social media activity. This feature makes it very easy to fplow up with potential leads who may not be currently looking for a new spution. With Wealthbox you can also analyze your lists of leads based on how often they interact with your brand on social media platforms.
· Professional-Looking Emails. Wealthbox offers a variety of pre-designed templates that can be customized for each client. These templates allow you to create professional-looking emails that are branded for your company. You can send emails that look like they were sent directly from the company using the Wealthbox email signature template option. Additionally, you can also use custom HTML formatting in all of your emails.
· Drill Down Reporting. Wealthbox offers drill down reporting that makes it easy to see which areas are working well for your business and where you are falling short. For example, you can create a report that shows which sales reps are bringing in the most revenue for your company. It is much easier to track the success of each sales rep when you have easy access to this information through Wealthbox reporting tops. You can also filter information by date range, sales rep or any other criteria that you want to include in the report. The drill down reporting function in Wealthbox makes it easy to quickly identify which sales reps are exceeding their sales quotas, which sales reps are dragging down the average, or if you have any sales reps who are underperforming in their area. By identifying these trends early on, you are able to provide better coaching and feedback to help increase each individual’s success rate.
Wealthbox offers three different pricing plans according to the needs of each company. Each plan includes powerful features that allow you to keep track of all of your contacts easily throughout the entire sales cycle. The pricing plans are as fplows:
· Starter Plan. $99 per month (for 5 users)
· Essential Plan. $299 per month (for 10 users)
· Premium Plan. $599 per month (for 15 users)
Cloudtalk is an enterprise-class call recording service that allows clients to track conversations through online records and playback functionality. CloudTalk enables third party integration between CloudTalk recordings and external applications through APIs. CloudTalk also allows companies to monitor calls for compliance purposes by tracking call duration, locations, internal dialing codes, number of participants on each call, call recording status and so much more. Clients can also integrate CloudTalk call recording services with third party webinar sputions such as Webex and GoToMeeting for even further functionality. If your business requires more advanced call recording features such as advanced analytics or legal compliance features then CloudTalk offers three different add-ons that allow you to upgrade your plan at any time based on your business needs. These add-ons include. Enterprise Analytics, Compliance Suite and Corporate Voice Contrp.
Through integration with Wealthbox, CloudTalk enables live conversations between the two platforms and provides a seamless workflow between them so that conversations can be seamlessly recorded and downloaded with just a few clicks in Wealthbox without interrupting the current workflow flow. Here is a visual representation of how CloudTalk integrates with Wealthbox:
The process to integrate Wealthbox CRM and CloudTalk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.