7d • AdvisorTech
Email Campaigns & Sequences
Anyone here have experience with Wealthbox and integrating an Email Sequence Tool like Active Campaign? Or, is anyone using Slant CRM that can speak to email automation? I really hate the limitations with WB and would love an all-in-one CRM that can handle prospect marketing that isn't a huge undertaking like moving to Salesforce or Hubspot.
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Email Campaigns & Sequences
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