Wealthbox CRM SMS Integration
Yes - Mobile Message does integrate with Wealthbox CRM!
Integrating Wealthbox CRM with Mobile Message can significantly streamline communication for financial advisors operating in Australia. By automatically sending SMS reminders about appointments or financial updates through Mobile Message, advisors can ensure their clients stay informed and engaged, enhancing the overall client experience.
This integration allows for the seamless transfer of crucial client information from Wealthbox to Mobile Message, enabling targeted messaging based on specific client needs or preferences. For instance, advisors can send tailored texts about new investment opportunities or personalized advice, ensuring clients receive relevant information directly on their mobile devices.
Utilising Wealthbox CRM alongside Mobile Message can also improve response times and client satisfaction. By providing a quick and convenient way for clients to reach out or confirm appointments, financial advisors can build stronger relationships, respond to queries promptly, and foster a more proactive approach to client engagement. This not only optimises the workflow for the advisors but also reinforces trust and reliability with their clients.
Premium Service at Affordable Prices
Exceptional SMS pricing starting at just 2¢ per message with your first purchase, offering great value without compromising on quality.
Direct Carrier Connection
Send millions of SMS in seconds! We use an Australian mobile carrier for ultra-fast bulk SMS delivery across Australia.
15+ years experience
We know how to provide a low-cost, reliable messaging solution for businesses of any size.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Ready to Try Mobile Message?
Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!