Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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