Integrations
CRM
Wealthbox CRM

Capture and engage leads in Wealthbox CRM

Capture leads and synchronise your contacts from StoryChief in Wealthbox CRM.
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What is Wealthbox CRM?

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

What you can do with StoryChief & Wealthbox CRM:

Capture leads

Save important sales leads that land on your website. Send StoryChief form submissions to [TOOL].

CRM: Capture leads

Keep your contacts engaged

Build lists for your email marketing campaigns and sync contacts to your press and ambassador lists.

CRM: Keep your contacts engaged
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