WealthboxStarburst Labs
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Related Products
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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!
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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
Companies and teams interested in a solution to grow their network marketing business
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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
$29.99 per 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 InformationTeamzy
United States
teamzy.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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Integrations
Axis LMS
Chat Agents
Chief
CircleBlack
CloudQix
Easyflow
Facebook
Hubly
KonnectzIT
Motileo
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Integrations
Axis LMS
Chat Agents
Chief
CircleBlack
CloudQix
Easyflow
Facebook
Hubly
KonnectzIT
Motileo
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