Wealthbox is a simple and collaborative web-based CRM for financial planners and wealth advisors. Financial advisors of all types can use Wealthbox for contact/client management, calendaring, file storage, project management, and other features to streamline workflows and organize their firms.
Smith.ai Web Chat now integrates with Wealthbox to instantly create new contacts and chat transcripts in your CRM. Now every time a new lead interacts with a receptionist through your chat widget, their name, phone number, email address, and chat transcript will appear in your Wealthbox account for future use. Setup is simple, and this integration is a perfect combination with our Wealthbox integration with Smith.ai’s virtual receptionist service for phone calls.
Here’s a basic breakdown of how these platforms integrate:
Integrating Wealthbox and web chat is a simple process that takes only a few minutes. To connect the two platforms, follow these steps:
That’s it! All new contact information and transcripts from chats will now appear in your Wealthbox account. Double down by integrating Wealthbox with your Smith.ai virtual receptionists for phone calls service too.
Please note: CRM integration is an add-on service and will incur an additional fee. View current pricing for all web chat features.
Don't have Smith.ai’s Live Web Chat yet? We are your go-to live U.S.-based receptionists for web chat. Our receptionists are highly-skilled at answering essential business questions and converting more of your web visitors into quality leads. It’s a no brainer for financial advisors and wealth managers who already use Wealthbox to manage their client information. Sign up today with code FREECHATTRIAL for your 5 chat/30 day free trial!