Wealthbox

Wealthbox

Starburst Labs
+
+

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About

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more. It's never been easier to see everything you may need on a contact or company to make the right decisions and act on as needed. The timeline loads automatically when an email is selected or entered and will show you all activity for the contact right in your inbox. Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more. You can easily switch to the company view to see all activity across the company. The contact view will load the timeline for the selected or entered email address. You can then switch to company view which will load the timeline for any contacts who share the domain name of the selected or entered email address.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Timeline platform for businesses

Audience

Financial advisors that need a CRM solution to improve and manage all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AppsForOps
Founded: 2015
Australia
www.AppsForOps.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

Glances

Glances

Glances
Timestream

Timestream

Ntrepid
Timeline Maker Pro

Timeline Maker Pro

Timeline Maker
BITA Risk

BITA Risk

corfinancial
Project Office

Project Office

DK Consulting
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

Categories

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Integrations

Axis LMS
Chief
Desktop.com
Easyflow
FP Alpha
Integrately
Intulse
Microsoft Outlook
Moneytree
Motileo
Nitrogen
Quickwork
Raklet
Riskalyze
Salesforce
Slack
Smith.ai
Stripe
Wufoo
Zendesk

Integrations

Axis LMS
Chief
Desktop.com
Easyflow
FP Alpha
Integrately
Intulse
Microsoft Outlook
Moneytree
Motileo
Nitrogen
Quickwork
Raklet
Riskalyze
Salesforce
Slack
Smith.ai
Stripe
Wufoo
Zendesk
Claim AppsForOps Timeline and update features and information
Claim AppsForOps Timeline and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information