Get started with Wealthbox + Twitter
Modern CRM integration with social media to monitor prospects and clients.
Modern CRM integration with social media to monitor prospects and clients.
Overview
Twitter is an online news and social networking site where people communicate in short messages called tweets. The integration with Wealthbox allows advisors to view social updates from prospects and clients on their respective contact record pages within Wealthbox.
View social updates from prospects and clients on their respective contact record pages within Wealthbox.Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!
