WealthBook CRM Dashboard
Manage your wealth management clients, contacts, and policies in one place.
📊 Leads Pipeline
Manage your sales pipeline from cold prospects to closed deals. Track appointments, follow-ups, and conversion rates.
Features:
- Import leads from Excel (multiple formats)
- Track pipeline stages (Cold → 1st Appt → Proposal → Won)
- Manage follow-up dates and priorities
- View conversion rates and pipeline stats
- Filter, search, and sort leads
Policies Management
Add and manage insurance and investment policies for each contact. Track policy types, premiums, and purchase dates.
Features:
- Add policies to contacts
- Track Life, Health, Investment policies
- Monitor premium amounts and frequencies
- Record purchase dates
- Manage Retirement and Education plans
Quick Stats
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Total Leads
0
Active Policies
0
Deals Won
0%
Conversion Rate