Integrations /Communication Tools
Get started with Wealthbox + MyRepChat
Modern CRM integrated with compliant texting for better communication.
Integrations /Communication Tools
Modern CRM integrated with compliant texting for better communication.
Overview
MyRepChat is a world-class text messaging platform that allows individuals to use text messaging to chat with their clients while remaining compliant where documentation is needed for regulation. The integration with Wealthbox allows users to view archived SMS texts with clients directly in Wealthbox.
Messages from MyRepChat are synced to the Wealthbox contact record.
Wealthbox activity feed showing automated updates from MyRepChat.
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