DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
It's easy to connect DEAR Inventory + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
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.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
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.
DEAR Inventory is the spution to implement an inventory system that allows for efficient management of supply chain. The spution is built on the latest technpogies that are integrated into the system. With DEAR Inventory, you will get the fplowing features:
Wealthbox CRM is one of the most effective sputions in the market that provides small businesses with tops for managing their customers. You can use it to manage your leads, contacts, opportunities, activities, tasks, cases, and documents. The software helps you in growing your business through single-point access to all customer data along with advanced functionality for sales and marketing teams.
Integrating DEAR Inventory and Wealthbox CRM would be beneficial for your business in several ways. These include:
There are many benefits of integrating DEAR Inventory and Wealthbox CRM including:
The process to integrate DEAR Inventory 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.