Get started with Wealthbox + Constant Contact
Modern CRM integrated with email marketing to grow your practice.
Modern CRM integrated with email marketing to grow your practice.
Overview
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.
Send contacts to Constant Contact with the click of a button.“For advisors, CRM and email marketing go together like peaches and cream. The integration between Wealthbox and Constant Contact is sweet.”
Jomin Bishop
VP of Sales at Wealthbox
Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!
