Ooma Office Pro Plus for Wealthbox delivers powerful collaboration tools that help financial advisors, enterprise firms, and broker-dealers manage client relationships, streamline operations, and drive revenue growth directly from within their CRM.
The integration connects Ooma Office Pro Plus, a leading VoIP communications platform, with Wealthbox, a CRM built for financial advisors, enterprise firms, and broker-dealers. It seamlessly links communications with client management.
This integration is ideal for financial advisors, enterprise firms, and broker-dealers that rely on frequent client communication. It helps streamline workflows, improve customer service, boost productivity, and provide actionable insights into communications and performance.
No. The integration is included in the Ooma Office Pro Plus plan. Costs are limited to your existing Ooma Office Pro Plus and Wealthbox subscriptions.
No. Your existing data remains intact. The integration enhances workflows by automatically syncing caller-ID pops, call logs, notes, and text messages — without disrupting or overwriting your Wealthbox database.
Setup is simple. Your Ooma Office Pro Plus administrator logs into Ooma Office Manager, navigates to the Integration page, and selects the Wealthbox option. Once enabled, users can connect directly to their Wealthbox portal.
Ooma provides 24/7 customer support via phone, live chat, email, and an extensive online knowledge base. Our team can assist with setup, troubleshooting, and any questions about the integration.
