Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.Databox Integrations
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It's easy to connect Wealthbox CRM + Databox 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.
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.
Increment a specified metric by 1 every time this action happens.
Push any custom data to Databox.
Wealthbox CRM is a cloud-based customer relationship management spution by KPI Software. It is an enterprise-level spution and it is built on top of the Salesforce.com’s platform. It is considered as a mid-market customer relationship management software and was founded in 2006 by KPI Software LLC. It provides service to the US and Canada and it is utilized by small and medium businesses.
It is a business intelligence application that acts as a bridge between Microsoft Office Excel and Microsoft SQL Server database or any other database for that matter. It is used to create reports, dashboards and visualizations from underlying data. It can be used by non-technical users to create these reports, dashboards and visualizations. Databox is a product of KPI Software LLC which was founded in 2008 by Don DePrisco, Jr. It has been inspired by other business intelligence sputions such as Zoho Reports and Cognos.
Wealthbox CRM has been integrated with Databox to provide a dashboard for its users. This dashboard shows financial information about the company. The dashboard offers various metrics such as profit, profit margins, expenses, sales, sales performance, etc. for the company. This dashboard allows the company’s executives to monitor the company’s financial performance at a glance using a single window which further helps them to take important decisions for the company’s future growth.
The integration of Databox with Wealthbox CRM has proven beneficial for the company’s executives as well as the employees working under them. The dashboard helps the executives to monitor the financial performance of the company from a single window thereby allowing them to take important decisions based on the data provided by this dashboard. The dashboard also assists the employees to understand how their individual performance impacts the overall performance of the company at a glance thereby encouraging them to work harder for better results.
The process to integrate Wealthbox CRM and Databox 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.