Neto is a cloud-based retail management solution that comes with modules, such as point of sale (POS), inventory management, customer management and reporting. It enables retailers to sell their products through different channels, including online (via an e-commerce platform) and offline (using point of sale).
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
It's easy to connect Neto + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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.