Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.Blesta Integrations
Wealthbox CRM + BlestaCreate Invoice to Blesta from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + BlestaUpdate User in Blesta when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BlestaDelete User in Blesta when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BlestaCreate Calendar Event to Blesta from New Contact in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Blesta 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.
Triggers when a new calendar event is created.
Triggers when a new invoice 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.
Creates a new calendar event.
Creates a new invoice.
Creates a new user.
Deletes an existing calendar event.
Deletes an existing user.
Updates an existing calendar event.
Updates an existing user.
“Wealthbox is a platform that integrates your business processes and data into one digital location. All of the information that you access on Wealthbox is yours and only yours.” (Wealthbox, n.d.)
“Blesta is a simple and smart CRM (Customer Relationship Management. spution. It was designed for small and medium-sized companies to manage their customer relationships and contacts. Blesta is simple and intuitive to use, easy to understand and to learn. It helps you focus on the most important thing – your customers.” (Blesta, 2017)
According to business.com, there are two main types of CRM systems:
Database-based CRM manages customer data in one or more databases. The system is typically accessed through a desktop application that runs inside the company’s internal network. Cloud-based CRM uses web applications accessible through a browser. The cloud-based application is accessed using the internet over an internal or external network connection. (Business.com, 2017)
The fplowing table shows the differences between database-based CRM and cloud-based CRM.
Table 1. Database-based vs. Cloud-based CRM Software Comparison (Business.com, 2017)
As illustrated above, database-based CRM has to be installed on the company’s internal network whereas cloud-based CRM is accessible through an internet browser which means that it can be accessed by employees outside the company’s internal network. For example, Wealthbox CRM can be accessed using a mobile app or browser from any device with an internet connection which makes it more convenient for employees who are travelling or working remotely. This also results in greater flexibility for users. Furthermore, cloud-based CRM products are usually less expensive than database-based CRM products because they do not require server software licenses, firewall changes, upgrades, support, and other IT efforts. According to Business.com, “cloud-based CRM also tends to have more sophisticated functionality than its database-based counterpart” (Business.com, 2017. However, there are some limitations of cloud-based CRM such as lack of offline access and no data security because the data is stored on servers owned by the cloud provider which increases the risk of data leakage/theft if the cloud provider is hacked or the servers are compromised by hackers. Therefore, it is recommended to use both database-based CRM and cloud-based CRM rather than completely rely on one type of CRM software because it provides better flexibility, convenience, and security for all employees.
Figure 1. Integration of Wealthbox CRM and Blesta (Wealthbox, 2017)
“Blesta offers complementary features with Wealthbox to enable you to better serve your customers. By combining the features of both platforms you will be able to manage your contacts in one platform, while enriching your contact data with detailed information about your customers’ financial status gathered from credit reports and other sources, all in one place.” (Wealthbox, n.d.. In addition, integration of Wealthbox CRM and Blesta allows companies to create a 360 degree view of their customers by integrating contact management data from different channels such as email with transactional data from order history from marketplaces such as eBay and Amazon, social media data from Facebook and Twitter, and financial data from credit reports from Experian and TransUnion. This combination of Wealthbox CRM and Blesta allows companies to gain a clear understanding about their customers which leads to better business development strategies with higher sales conversion rates. Furthermore, integration of Wealthbox CRM and Blesta is beneficial for companies because it simplifies the business development process by providing a centralised location for customer data so that employees can gain a clear understanding about their customers when contacting them whether it is through phone calls, emails, or social media interactions without having to go through several different systems or locations which can save a lot of time in the long run thus allowing companies to focus more on business development activities with higher conversion rates instead of wasting time trying to find customer information in multiple systems or locations.
The process to integrate Wealthbox CRM and Blesta 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.