Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.SMS By Connect 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 + SMS By Connect 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.
Send an SMS message to Selected Contacts
Wealthbox CRM is a customized CRM software that is specifically built for financial advisors in order to manage their clients efficiently. It was built by the company Wealthbox in 2014. The software helps advisors to create new clients, manage existing clients, and improve their business.
SMS By Connect is an SMS software that allows users to create unlimited number of SMS campaigns. It helps users to build relationships with their customers via SMS. It also helps users to communicate with their customers when they are not available on the phone. This software is very useful for customer support and marketing purposes.
The integration of Wealthbox CRM and SMS By Connect ensures that the information of the users of both these platforms is integrated into one single platform. Through this integration, users get the benefit of conspidating their data so that they do not have to do multiple data entry. This software can be used by financial advisors to send SMS notifications to their clients about important events such as account activity, trade activity, and market updates.
Integration of Wealthbox CRM and SMS By Connect offers many benefits including:
The process to integrate Wealthbox CRM and SMS By Connect 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.