Integrations /Communication Tools
Get started with Wealthbox + Knudge
Modern CRM integrated with enhanced task management software for the win!
Integrations /Communication Tools
Modern CRM integrated with enhanced task management software for the win!
Overview
Advisors use Knudge to create shared to-do lists for their clients. Once assigned, Knudge automatically follows up with clients on open items. The integration with Wealthbox allows users to sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.
Wealthbox contacts are easily imported into Knudge.
Knudge notes are automatically sent to Wealthbox and appear in the contact activity stream.
Resources
“We’ve had a great experience working with Wealthbox to build out this integration. Advisors on the Wealthbox platform can now seamlessly connect their CRM to the Knudge app where they can create a list of tasks for their clients to take action.”
Shaun Erickson
CFP® Co-Founder, Knudge
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