WealthboxStarburst Labs
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Related Products
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About
AddressTwo provides a simple yet intuitive Customer Relationship Management (CRM) program designed specifically for small businesses. The platform offers a Contact Management tool that can be accessed remotely with smartphones and can track history of every call. AddressTwo cloud-based software also offers an e-mail management system, which can create automated e-mail campaigns to create more sales opportunities.
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About
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Small Businesses engaged in outbound relational selling.
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Audience
Financial advisors that need a CRM solution to improve and manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$34.95/month
Starting price $34.95/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAddressTwo
Founded: 2008
United States
www.addresstwo.com
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Company InformationStarburst Labs
United States
www.wealthbox.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Chat Agents
Chief
CircleBlack
CloudQix
Desktop.com
Easyflow
Hubly
KonnectzIT
Levitate
MoneyGuide
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Integrations
Chat Agents
Chief
CircleBlack
CloudQix
Desktop.com
Easyflow
Hubly
KonnectzIT
Levitate
MoneyGuide
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