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Grow Your Financial Advisory Business Seamlessly
Update client online information, goals, and deals automatically at one platform to keep your team coordinated while managing client relationships and sales
Lead Generation
E-Commerce Orders
Appointment Booking
Customer Support
Telegram
Landing Page
Website
Omnichannel Live chat
It allows you to have a comprehensive view of all interactions, from social media to e-mail, through the one interface.
Fast Data Access And Automation
Get real-time access to the data you need with a few clicks. Moreover, automate the process to save a ton of time!
Email Automation
Automated lead notifications save you time and help you build relationships with your prospects by sending them timely automated emails.
No code and Easy Setup
Integrate Your CRM with a few clicks with our detailed instructions and skyrocket your leads.
Intuitive And Smart Responses
With pre-formatted replies, your agents can respond to the most common queries faster than ever before.
Sync Up BotPenguin And Wealthbox To Auto Manage Client Relationships
Quick Setup Tutorial For BotPenguin and Wealthbox Integration
Steps to Integrate BotPenguin and Wealthbox with no code in minutes in a few easy steps
01
Authenticate
Login to your BotPenguin account & Select the bot that you want to integrate with the 3rd party app and authenticate
02
Configure
Add all the necessary API details and map the response of bot messages to the parameters of API and save the settings.
03
Test
Send the test lead and check on the CRM if you have received the lead. If yes, Create a genuine lead and check the integration.”
Amazing Native Integrations
Try out our native integrations. They are super useful and plus you get them included in the bundle.
LeadSquared
Zoho CRM
Plivo
GetResponse
Zendesk
Helpdesk
Groove CRM
ChatGPT
Bitrix 24
Hubspot
Google sheets
Zapier
Drip CRM
Freshdesk
Jira
Cooper
Google Calendar
ChatGPT
LeadSquared
Zoho CRM
Plivo
GetResponse
Zendesk
Helpdesk
Groove CRM
Bitrix 24
Hubspot
Google sheets
Zapier
Drip CRM
Freshdesk
Jira
Cooper
Google Calendar
Take your game to A level with BotPenguin
BotPenguin is the best AI Chatbot maker platform. Create a Chatbot for WhatsApp, Website, Facebook Messenger, Telegram, WordPress & Shopify with BotPenguin - 100% FREE! Our chatbot creator helps with lead generation, appointment booking, customer support, marketing automation, WhatsApp & Facebook Automation for businesses. AI-powered No-Code chatbot maker with live chat plugin & ChatGPT integration.
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BotPenguin is the best AI Chatbot maker platform. Create a Chatbot for WhatsApp, Website, Facebook Messenger, Telegram, WordPress & Shopify with BotPenguin - 100% FREE! Our chatbot creator helps with lead generation, appointment booking, customer support, marketing automation, WhatsApp & Facebook Automation for businesses. AI-powered No-Code chatbot maker with live chat plugin & ChatGPT integration.
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