Integrations /Communication Tools
Get started with Wealthbox + Simplii
Modern CRM integrated with modern VoIP to run your business.
Integrations /Communication Tools
Modern CRM integrated with modern VoIP to run your business.
Overview
Simplii is a VoIP service provider with best in class call quality, professional onsite customer service, and custom built CRM integrations. The integration with Wealthbox allows users to have VoIP integration log and see activities such as phone calls and text messages inside Wealthbox.
Quickly create Wealthbox contacts using shortcut links within Simplii.
Log voice call and SMS message conversations in Wealthbox.
Trigger automations in Wealthbox from Simplii.
Resources
“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”
Steve Waite
Director of Business Development, Simplii
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
