Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Agendor + Wealthbox CRMCreate Household to Wealthbox CRM from New Person in Agendor Read More...
Agendor + Wealthbox CRMCreate Project to Wealthbox CRM from New Person in Agendor Read More...
Agendor + Wealthbox CRMStart Workflow in Wealthbox CRM when New Person is created in Agendor Read More...
Agendor + Wealthbox CRMCreate Contact to Wealthbox CRM from New Person in Agendor Read More...
It's easy to connect Agendor + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Agendor is the leading cloud-based accounting software. It has innovative features like multi-currency, cloud storage, and unlimited users, which make it very useful for small and medium businesses. Agendor has got ERP (Enterprise Resource Planning. functionality, which makes it an ideal spution for small and medium businesses.
Wealthbox CRM is a cloud-based automation platform for sales teams that uses email, chat, call tracking, reporting, and other tops to help you organize your leads & prospects, track activity across your funnel, and close more deals. Wealthbox CRM integrates with Agendor through Business Intelligence plugin. This provides your users with an opportunity to get three times more data in the same period of time. Because of this integration, users can easily see all financial information of their clients in one place. Users can also see order history, financial reports, planning reports, invoices, etc. The main advantage of integration is that it will allow users to have all financial data under one dashboard.
Such information is vital when making decisions about pricing or when creating proposals. Integration of Agendor and Wealthbox CRM allows users to track customer contacts in one place no matter what device they are using. It helps to improve efficiency of work for your employees. For example, when you are in the office with your team members, you can discuss with them any matters related to customers in the right context. It helps to achieve better results faster. It becomes easier to work in a team because planning reports are available in one place. Also, you can easily find out who is responsible for what tasks. Any changes in the structure of the business can be immediately recorded and reported. You can save time by updating only one document instead of making multiple updates in different documents.
Wealthbox CRM and Agendor integration allows you to:
Work more efficiently and effectively;
Track sales pipeline IN ONE PLACE IN REAL TIME;
Organize customer activities;
Maintain contact history;
Keep track of customer interactions;
Keep track of sales progress;
Keep track of previous quotes;
Keep track of previous orders;
Keep track of terms and conditions;
Keep track of payment plans.
The process to integrate Agendor and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.