Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
It's easy to connect Wealthbox CRM + WHMCS 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 whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket 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 client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
This article will help you to understand the process of integrating Wealthbox CRM with WHMCS.
In this part, we will go through the integration of Wealthbox CRM and WHMCS in a step-by-step manner. We will also discuss some of the benefits of integrating Wealthbox CRM and WHMCS.
In the conclusion, we will summarize the key points of this article.
Wealthbox CRM is an online software that helps companies to manage their customer data in a single system. It does not include only contact data but also all the details regarding your customers such as purchase history, fplow-up actions, revenue etc. It allows you to manage all the aspects of your business in one platform. This integration can be done using WHMCS and it offers numerous benefits like:
Integration of both the softwares will allow you to log calls and emails in one single place which helps in managing your campaigns in a better way.
You can import leads from WHMCS to Wealthbox CRM and then fplow-up them by sending mails/calls/SMS/emails.
You can easily track all your leads and clients by combining both the systems.
You can create contacts, leads and opportunities from WHMCS and export them to Wealthbox CRM. This integration will give you the freedom to organize your leads and contacts using different parameters such as. name, address, phone number etc. You can also add tags and custom fields to any of the entries.
Wealthbox CRM has a feature called Plan Builder which allows you to create business plans for each of your customers based on their requirements. This feature is supported by WHMCS module too.
You can create different plans for your customers by adding various services in their account. For example, if a customer wants SEO services, you can add this service to his plan along with other services he wants to avail from you. It will make easy for you to manage your business because you can easily provide additional services to your customers when they want it.
You can also create customized applications using WHMCS modules that are supported by Wealthbox CRM. You can integrate plugins developed by other companies or developers into your system. It will make easier for you to work with different applications without having to switch between different platforms.
You can create/update/edit entries directly from Wealthbox CRM system without logging into WHMCS.
You can get notifications about important events right inside your email inbox so that you don’t have to check both the platforms separately.
Integration of Wealthbox CRM and WHMCS offers numerous benefits for your business. There are many other features available in both these softwares that can be used for your benefit depending upon your requirements. Integration makes it easier for you to organize all your contacts, leads, prospects, purchases, sales etc. in one single platform which will make it easier for you to manage your business in a better way.
The process to integrate Wealthbox CRM and WHMCS 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.