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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Phone Manager equips users with essential communication tools that enhance productivity by enabling swift and effortless interactions. With a diverse array of features tailored for various settings, it offers everything from contact views and directories to chats designed for seamless collaboration among colleagues, as well as agent controls and toolbars specifically crafted to boost the efficiency of contact center employees. Users can maintain connections with both colleagues and clients, whether they're on the go or temporarily away from their desks, thanks to Phone Manager Mobile, which ensures that crucial calls are never overlooked. The presence profiles feature allows users to indicate their availability while also managing their contact preferences, directing calls to mobile devices or softphones, or activating a do-not-disturb mode when attending to clients. Additionally, our outbound calling solution streamlines the process of following up on payments, reaching out to prospective customers, or reminding clients about their appointments, making it an invaluable tool for any professional. Overall, Phone Manager is designed to facilitate effective communication in various scenarios, allowing users to focus on what truly matters.

Description

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ariath No 
Asset-Map No 
Axis LMS No 
Chat Agents No 
Chief No 
CircleBlack No 
Desktop.com No 
Easyflow No 
Hubly No 
Intulse No 
Levitate No 
Mimasa AI No 
MoneyGuide No 
Moneytree No 
MyRepChat No 
Nango No 
Nitrogen No 
Shift No 
Zapier No 
Zocks No 

Integrations

Ariath Yes 
Asset-Map Yes 
Axis LMS Yes 
Chat Agents Yes 
Chief Yes 
CircleBlack Yes 
Desktop.com Yes 
Easyflow Yes 
Hubly Yes 
Intulse Yes 
Levitate Yes 
Mimasa AI Yes 
MoneyGuide Yes 
Moneytree Yes 
MyRepChat Yes 
Nango Yes 
Nitrogen Yes 
Shift Yes 
Zapier Yes 
Zocks Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Xarios

Founded

2006

Country

United Kingdom

Website

www.xarios.com/products/phone-manager/

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Call Center

Blended Call Center No 
Call Logging No 
Call Recording No 
Call Scripting No 
Campaign Management No 
Database No 
Escalation Management No 
IVR / Voice Recognition No 
Inbound Call Center No 
Manual Dialer No 
Outbound Call Center No 
Predictive Dialer No 
Progressive Dialer No 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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