Integration Wealthbox CRM by API

Wealthbox CRM is a dedicated CRM platform for financial advisors that provides them with a suite of customer service and employee management tools. One of the main modules of the system is dedicated to contact management. It allows you to maintain an ordered database of customers and partners with all the necessary information, including phone numbers and calls, emails, financial calculations, files, etc. Another important feature of Wealthbox CRM is for social media monitoring. It makes it possible to track all the activity of contacts in social networks (posts, comments, content publications, etc.) through a single interface. Also, platform users can use the click-to-call option and call customers via CRM using the online telephony module. Wealthbox CRM supports automatic synchronization of emails and files with the Dropbox cloud storage, which helps them maintain an orderly email database without the risk of losing important information. It is also worth noting the option of grouping and tagging contacts in the database, searching by filters and adding any necessary information about contacts to their profiles. Other features of Wealthbox CRM include flexible access control, email automation, task and workflow management, employee activity monitoring, and an online calendar with scheduling of meetings and events. There are also options for managing features and reports, built-in file storage, security and data protection tools, and many more integrations with third-party services. The system is accessible via a web interface and a mobile application.