Wealthbox + Simplii

Modern CRM integrated with modern VoIP to run your business.

Overview

Simplii is a VoIP service provider with best in class call quality, professional onsite customer service, and custom built CRM integrations. The integration with Wealthbox allows users to have VoIP integration log and see activities such as phone calls and text messages inside Wealthbox.


Resources

Recorded webinar

How Advisors Use Simplii + Wealthbox to Streamline Call Handling Operations

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Blog post

Simplii Partners with Wealthbox to Provide Advanced VoIP Features in CRM

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Steve Waite
“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”

Steve Waite, Director of Business Development, Simplii

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