Say goodbye to redundant workflows!
When you connect Wealthbox with Bitsy, you put a CRM supercharger to work right away. Most importantly, you and your team will always have information securely up-to-date.
With this connection, you can have prospects/clients fill your CRM for you, and provided their profile is complete, you can fully enroll them into your firm within a few minutes and a few clicks of a button. Easy!
Benefits of this:
- No more copy and paste, redundant data entry
- Prospects and clients build your CRM profiles for you, not you or your team (think of the time savings!)
- Bitsy automatically gathers and inputs prospect/client data into forms for you (think of the time savings!)
- Your CRM is always clean and in good standing with no extra effort on your part
Watch our video showcasing this integration!