Get started with Wealthbox + LeadCenter
Modern CRM integrated with sales and marketing automation.
Modern CRM integrated with sales and marketing automation.
Overview
LeadCenter is a sales and marketing automation platform for financial advisors that automates marketing campaigns, lead capturing, and attribution. With the LeadCenter integration, advisors can sync contacts and prospects from LeadCenter to Wealthbox, ensuring efficient lead management and streamlined client workflows.
Sync contacts and prospects from LeadCenter to Wealthbox, ensuring efficient lead management and streamlined client workflows“The LeadCenter integration with Wealthbox enables advisors to close the gap between marketing, sales, and operations automation.”
Mustapha Ramadan
CEO and Founder, LeadCenter.AI
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