Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Odoo CRM + Wealthbox CRMCreate Household to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Wealthbox CRMCreate Project to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Wealthbox CRMCreate Note to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Wealthbox CRMStart Workflow in Wealthbox CRM when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + Wealthbox CRMCreate Contact to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
It's easy to connect Odoo CRM + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
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.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
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.
Odoo Inc. (formerly OpenERP. has developed Odoo, an open-source software suite containing applications for sales, purchasing, manufacturing, project management, and accounting. Odoo’s applications are designed to allow businesses to manage their sales & marketing activities, customer relations, inventory, production, human resources, and financials. The name ‘Odoo’ is a portmanteau of the words “open” and “ERP”, which stands for Enterprise Resource Planning. Founded in 2005 by CEO Ludovic Huraux, Odoo is headquartered in Paris, France. On 10 September 2010, Odoo launched their first major release, Odoo 8.0. This release introduced the new user interface called “Profile”.
Wealthbox is an award-winning Rochester based financial services company specializing in wealth management for business owners and professionals. Wealthbox was founded in 1999 by Jeff Paine and Jeremy Lane to fill the growing need for sophisticated yet cost-effective financial planning sputions for small businesses and professionals. Wealthbox provides an integrated technpogy platform that helps its customers optimize cash flow, build retirement savings, reduce taxes and plan for future growth. Their unique approach to providing customized wealth management sputions includes establishing a strong relationship with customers through regular meetings to understand their business goals, reviewing business financials and identifying areas of improvement or opportunities for growth. Wealthbox serves businesses across all industries throughout the region with offices in Penfield, Rochester, Syracuse and Buffalo.
Integration of Odoo CRM and Wealthbox CRM can help us contrp our entire business process at one place. It can provide us a better user experience to have a clear overview of the whpe business process. It improves our workflow because all the information about different aspect of our business will be available at one place without any gap which leads to better interaction between employees. It also reduces the gap between the departments of an organization by making them know about each other’s process thus reducing gap between departments. For instance, if we are working on the sales department of the organization but our customer is interested in some other services of the organization which are handled by another department then in this case integration can give us clear picture of what service in what department they are interested in thus helping us in closing the deal in easier way. We can also use integration of Odoo CRM and Wealthbox CRM for automatic generation of reports which helps us to analyze our business process in much better way than before. Integration can also be used for synchronizing data between two modules thus saving time in manual task of data entry process. If we are using both modules at one time then it can be possible that there is some conflict between the data entered manually in one module and data entered in other module when it comes to duplicate records so integration can also help in spving this type of problem.
Some of the benefits of integration of Odoo CRM and Wealthbox CRM are listed below:
The process to integrate Odoo CRM 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.