Activity Streams in Wealthbox

Team Stream

Collaborate with your staff to get work done.

Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.

"The utility of the social activity streams evident in Wealthbox CRM establishes a new bar to which other CRMs can aspire."

Bill Winterberg

Freelance contributor
Morningstar Advisor

@-Mentioning Shortcuts

Enter notes about contacts without clicking your life away.

Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note - without deep-linking to a contact record page. Simple and efficient.

Social Feeds

Monitor life events of clients and prospects on social networks.

Is a prospect asking for advice about a 401K plan? Has a client posted a job change on Twitter? Stay contextually relevant in your relationships and build new ones.

Emoji Messaging

Communicate with color.

Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox's activity stream and commenting system. :smile:

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