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RIA Operators
Public • 804 • Free
1 contribution to RIA Operators
Sep 25 in
Wealthbox question
I listened to the Wealthbox Value call today and it was informative. We're looking at Wealthbox as a potential CRM, coming from RedTail. I wanted to clarify a question on emails. If an email is deleted in Outlook, it would also be deleted in the email tab of Wealthbox and so you would not have a record of the email in the CRM. It should be archived instead. Do I understand this correctly? I think the mindset shift of archiving rather than deleting is a big one and hopefully Outlook can automatically Archive rather than delete.
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New comment Oct 1
0 likes • Oct 1
Hi @Barbara Domingo I'd welcome the opportunity to share with you why so many Redtail users have converted to Practifi. I'd recommend you look at a few different CRM''s before you go down the Wealthbox path. You don't want to go through another conversion in 2 years. At Practifi, we're passionate about empowering firms like yours to streamline operations, boost efficiency and enhance client experiences. We designed a CRM that offers a comprehensive suite of capabilities and integrations to help advisors effectively manage clients, automate time-intensive processes, and centralize their work. I’d welcome the opportunity to have a discussion with you about how Practifi can help your team with their CRM needs. Let me know if you have some time over the next couple of days/weeks for a 15-minute conversation. Best Regards, Eric
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