Wealthbox + Slack

Modern CRM integrating with modern messaging for the win!

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Overview

Slack is a messaging program designed specifically for the workplace. Slack offers many IRC-style features, including persistent chat rooms organized by topic, private groups, and direct messaging. The integration with Wealthbox allows users to get real-time notifications on Wealthbox updates and activity in Slack channels.

Color-coded CRM update notifications in Slack, from Wealthbox.
Get notifications on Wealthbox CRM activity in Slack.

Resources

Blog post

Wealthbox CRM Integrates with Slack!

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Matt Lovejoy
“The integration of Wealthbox and Slack provides a seamless and enhanced user experience between CRM activity and team communications at our firm.”

Matt Lovejoy, Advisor, AdvicePeriod

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