Reference for WealthboxCRM

For get to know more about wealthboxCRM

• http://www.wealthbox.com/api/

• http://www.wealthbox.com/blog/

• https://apiant.com/connect/Wealthbox-CRM-to-OpenSocial

• https://zapier.com/zapbook/wealthbox/

• http://www.wealthbox.com/company/tech-partners/

• http://www.businesswire.com/news/home/20160628005563/en/Wealthbox-CRM-Advizr-Announce-Integration

• https://zapier.com/zapbook/wealthbox/

• https://zapier.com/zapbook/gmail/wealthbox/

• http://www.prnewswire.com/news-releases/wealthbox-crm-announces-integration-with-orion-300263543.html

• http://www.prnewswire.com/news-releases/wealthbox-crm-releases-an-api-to-enable-fintech-integrations-for-financial-advisors-300214335.html

• http://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Wealthbox-CRM-Launches-for-Financial-Advisors-94775.aspx

• http://fppad.com/tag/wealthbox-crm/

• https://insurancenewsnet.com/oarticle/Wealthbox-CRM-Brings-Simplicity-and-Social-Networking-Design-to-Managing-Advisor-a-459427#.WeDblGiCxPY

Buffer API

About Buffer API

• It is a software application for the web and mobile, designed to manage accounts in social networks, by providing the means for a user to schedule posts to Twitter, Facebook and Linkedin.
• Buffer is also the name of the company that creates this software.

Advantage of Buffer

• With one easy click, you’ll be able to share content and schedule posts via Twitter, Facebook, LinkedIn, Google+ and Pinterest.
• Buffer also allows you to share and schedule on Pinterest. However, it is through another app called Tailwind, which is a paid application ($9.99 per month). Buffer has integrated pinning into its platform on their paid plans.
• Buffer has Pablo, a free image creation tool that can help you create social media images for Facebook, Twitter, Pinterest and Google+ very quickly.
• Lets you select your default shortener as the well-known bit.ly, and also offers buff.ly and j.mp.
• The buffer extension for Chrome is also a helpful addition. The extension allows you share links, pictures and videos from wherever you are on the web. The extension also allows you to choose the single composer option or power scheduler where you can post the same thing multiple times over a specific period of time.
• Buffer analytics is useful, showing your best and worst performing posts based on engagement (which you can filter by engagement type, i.e. Retweets, favourites, replies, likes, comments, clicks), reach, and post type (image posts, link posts, text posts and your Retweets). All of this is exportable, too, if you need to do any further analysis.
• It’ll help you find the best times to post and automatically time your posts to get maximum engagement.
• Clean and simple layout.
• You can integrate blog feeds to give you sources of content to post out.
• Paid plans cost from only USD$10/month

Disadvantages of Buffer

• No Instagram integration into the platform
• No monitoring tools for mentions, searches and hashtags, so you’ll have to monitor these from another tool or through the networks themselves.

Reference for amoCRM

For more details about amoCRM 

• https://developers.amocrm.com/rest_api/ 

• https://developers.amocrm.com/ 

• https://github.com/boo1ean/node-amocrm-api

• https://www.programmableweb.com/api/amocrm

• https://www.drupal.org/project/amocrm_api

• https://apigee.com/amocrmapi/embed/console/amocrmcomapi?apig_cc=1

• https://www.youtube.com/watch?v=73oSgj9T2xo

• https://www.smallbizcrm.com/crm-software-reviews/amocrm-review-2/

Follow Up Boss API

About Follow Up Boss API

Follow Up Boss is a real estate lead tracking and gathering interface, compatible with common realtor/home-buying portals such as Zillow, Trulia, Realtor.com, IDX websites, and many more. The tool uses open data sources to extract information on potential leads, organizing content in an easy to manage environment. The Follow Up Boss API enables further customization of notifications and accessing data from profiles. For GET list queries, ISO 8601 standard date formatting is used. Developers can contact Follow Up Boss directly to acquire a developer account.

Advantages of Follow Up Boss API

1. Faster Response Time

By responding to leads faster you greatly increase the chance you will be able to reach them on the phone, build a relationship and ultimately close a deal.

2. No Business Bottlenecks

By sending leads out automatically as they come in, you eliminate the time consuming process of someone doing this manually. Follow Up Boss works 24/7 every day of the year.

3. Provide Agents with a Simple Efficient System 

Lead conversion is a process, by providing your agents with software that genuinely assists them and our included training you are giving them a system to succeed.

4. Start Every Day Organized

Follow Up Boss prepares a list of all the leads your agents need to action each day and emails it through to them at 8am. This way no leads fall through the cracks.

5. Hold Agents Accountable

By keeping track of how many leads each agent gets sent you can see who is working your leads, who needs help and who isn’t working your leads.

6. Automatically Follow Up Non Responsive Leads

By sending an automated email campaign you maximize engagement and the return on your marketing dollars (not to mention save agents a lot of time).

7. All Your Leads In One Simple Place

Follow Up Boss works with all your existing (and future) lead providers by automatically importing notification emails into our database, no time wasting data entry required.

8. Spend Marketing Money Smarter

With all your leads being tracked in one place, you can quickly see which marketing channels are winners and which ones you are wasting money on.

9. Improve Productivity

With all your leads in one system you and your agents can easily see what needs to be actioned. Don’t spend time checking multiple systems or trying to tame that overflowing email inbox.

10. Attract Professional Agents

Recruit top agents by demonstrating your commitment to providing rock solid real estate systems and excellent software they will actually want to use.

WealthboxCRM

About wealthboxCRM

• It is a web and mobile CRM application for financial professionals.
• Wealthbox is easy to use offering getup-and-go simplicity.
• It allows users to share CRM activity with staff to stay in the loop and get work done while engaging with prospect.

Advantages of wealthboxCRM

amoCRM

About amoCRM

• amoCRM is an online sales and relationship management service designed to help users manage and pursue sales leads. 
• The amoCRM API allows  users to retrieve, search, edit and add contacts, deals, notes and tasks. 
• The service available over HTTPS GET and POST calls, and returns XML for all responses.
•  It is user-friendly CRM solution that helps to efficiently manage leads and sales deals. 
• The system is designed to convert first-time contacts  into leads and assists in maintaining an organized database and to make smarter sales decisions. 
• The platform can also help you to track your achievements by giving a true picture of your progress. 

Advantages of amoCRM

• It is easy to use.
• Helps to track all prospects closely.
• Scan and log business card instantly.
• syns client emails completely.
• Click-to-call fast dialing.
• Useful collaboration features.
• Knowledgeable customer supports.
• You can keep a detailed account of each customer. 
• The app demonstrates the performance of each manager. 
• Sales team leaders can easily control the sales process. 
• Sales reps can use the system effectively as it is easy to understand its logic. 
• Managers can reduce the time spent on contact handling. 
• It is simple to mark all upcoming events, schedule tasks and control the conduct of all your transactions. 
• It is easy to create a list of contacts and sort them by company. 
• The solution's informative mode of analytics allows you to track all steps of transactions and successfully bring them to the end. 
• You can use the deals history feature to review previous deals with clients and offer them customer-oriented services. 
• The vendor regularly updates and upgrades the system according to the latest needs and developments in the CRM industry.

Disadvantages of amoCRM

• The vendor could offer a tutorial menu to help newbies. 
• While the system is very intuitive, having an extra training resource would be welcome.

Finalized APIs

We finalized following APIs for implementing connectors

• amoCRM
• It is user-friendly CRM solution that helps to efficiently manage leads and sales deals. The system is designed to convert first-time contacts into leads and assists in maintaining ab organizedndatabase and to make smarter sales decisions. The platform can also help you to track your achievements by giving a true picture of your progress.

• wealthbox CRM
• It is a web and mobile CRM application for financial professionals. Wealthbox is easy to use offering getup-and-go simplicity. It allows users to share CRM activity with staff to stay in the loop and get work done while engaging with prospect.

• Followupboss 
• It is a real estate lead tracking and gathering interface compatible with common relator/home-buying portals such as Zillow, Trulia, Realtor.com, IDX websites, and many more. The tool uses open data sources to extrat information on potential leads, organizing content in an easy to manage environment. It enables further customization of notifications and accessing data from profiles. Developers can contact Follow Up Boss directly to acquire a developer account.

• Streak 
• It is a client relationship manager(CRM) that can be used and integrated with gmail instead of switching back and forth between a CRM and an inbox.The streak API allows developers to access and integrate the functionality with other applications.

• Buffer 
• It is a service that allows users to manage and schedule their tweets throughout the day. Users add tweets to their "Buffer", and Buffer schedules them to go out regularly throughout the day. It allows developers to access and integrate the functionality and data of Buffer with other applications and to create new applications.