Wealthbox

Wealthbox

Starburst Labs
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+

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About

Teamzy organizes and manages your relationships for your network marketing business. Never feel salesly, we help you build authentic relationships. Complete your income-producing activities in less than an hour a day. Track and manage your prospects, customers, and team. Always know what to do next to grow your business; just follow the system. You didn't start your network marketing business to burn through friends and relationships, right? But at the same time how are you supposed to make sales and grow your team? Today, it’s about building real relationships and staying in contact with people consistently, so they think of you when they need a professional. This allows you to become the person they trust and recommend to friends and family. They'll either become a customer or join your team, and if not, they'll still become an advocate for your business! It's far more rewarding, and it's the way business is supposed to be done!

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

Companies and teams interested in a solution to grow their network marketing business

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

$29.99 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

Teamzy
United States
teamzy.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

CRM

Categories

Integrations

Axis LMS
Chat Agents
Chief
CircleBlack
CloudQix
Easyflow
Facebook
Hubly
KonnectzIT
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Shift
Smith.ai
Stackreaction
Zapier
Zocks

Integrations

Axis LMS
Chat Agents
Chief
CircleBlack
CloudQix
Easyflow
Facebook
Hubly
KonnectzIT
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Shift
Smith.ai
Stackreaction
Zapier
Zocks
Claim Teamzy and update features and information
Claim Teamzy and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information