Integrations /Communication Tools

Get started with Wealthbox + Simplii

Modern CRM integrated with modern VoIP to run your business.


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.


Blog Post

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

Steve Waite

Director of Business Development, Simplii

Get started with Wealthbox + Simplii

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