Modern CRM integrated with email marketing to grow your practice.
Constant Contact allows you to engage and build deeper relationships with your clients through email marketing. With the Wealthbox integration, users can send contact data from Wealthbox for email marketing campaigns in Constant Contact.
“For advisors, CRM and email marketing go together like peaches and cream. The integration between Wealthbox and Constant Contact is sweet.”
VP of Sales at Wealthbox
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