Integrations / Wealthbox
Wealthbox phone system integration
Integrate Wealthbox with CircleLoop - the better business phone system.
What does CircleLoop + Wealthbox Integration give you?
These are just a few of the added benefits you’ll get
Contact Sync
Automatic sync of your Wealthbox contact data into CircleLoop.
Call Activity Logging
Every call, voicemail and call recording can be logged in Wealthbox.
Enhanced Inbound Caller ID
If the contact is in your Wealthbox, you'll see full contact details and tags on the inbound call.
Wealthbox integration
Benefits for your team
Instantly know who’s calling
CircleLoop identifies the caller and gives you a direct link to Wealthbox
Better customer management
No need to leave Wealthbox to speak to clients
Easy access to call analytics
Everything is logged automatically in Wealthbox
Don’t be a note-taker
Let CircleLoop log your calls - letting you focus on more important things.
Search & call on the move
The CircleLoop app lets you quickly search and call your contacts and customers on the go and gives you their full information, including notes.
Smart features that save you time and money
Self service
Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account
Desktop and Mobile Apps
As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.
Deskphones
CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.
Number Porting
Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.
Voicemail
While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.
Out of Hours Routing
Set the days and times you are available, route calls to another team, menu or external number
Call Transfer
Transfer calls to another team, menu or another user
Notifications
All voicemails can be converted to text and sent to your activity feed or email
Conference Calling
Every user gets their own conference room, to arrange group calls with ease
Call Recording
Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.
Call Greetings & Menus
If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.
Call Forwarding
Send inbound calls to mobile phones or other landline numbers
CIRCLELOOPS
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Already using Circleloop? All you need to do is link your CircleLoop Wealthbox accounts.
