Ooma Office Pro Pluspro plus users can integrate Ooma with Wealthbox, a platform designed to manage client relationships and streamline operations for financial advisors, enterprise firms, and broker-dealers. Once integration is enabled, users will enjoy the following benefits:

  • When there is a match between the CallerID number and a contact in Wealthbox, matching client information will be displayed.
  • A record of the call will be automatically created in the Wealthbox database as a completed activity against the matched contact.
  • Users will be able to open the matched contact in Wealthbox with a button press or add a new contact if no matches exist.
  • Users will be able to take notes and save them to the relevant dataset.
  • Users will be able to sync SMS and MMS messages that were sent and received through Ooma Office to their Wealthbox data set.

Enabling Wealthbox integration

Before you can get started, an account admin will need to purchase the Wealthbox integration and then enable CRM integration for your account.

Then, you can enable the integration by following these instructions:

  1. Using the new look in the Ooma Office desktop application, navigate to the Integrations option from the main menu and select Wealthbox.
  2. If you are not logged in to Wealthbox, log in at this time.
  3. Choose the option to Allow and Install Wealthbox access.
  4. Once you’ve granted permissions to Ooma Office, you will be redirected back to the Ooma Office Desktop Application.

Integrating contacts into your Ooma directory

You can integrate your Wealthbox clients into your Ooma directory.

Once you have enabled contact integration throughWealthbox, your CRM’s contacts will appear in your personal directory in the Desktop App and in a new directory on your IP phone.

When you initially connect Ooma and Wealthbox, you will be prompted to enable contact integration at that point. If you’d like to toggle this integration on or off in the future, follow the instructions below:

  1. Log in to the Desktop App and select Integrations.
  2. Select Wealthbox.
  3. Click the … icon to customize your preferences and update your contact integration settings.

Displaying client information

When a call comes in, the following information will be displayed if a contact match is available:

  • Client name
  • Company name and Contact Title
  • Contact Source and Contact Type
  • The most recent Opportunity with relevant details
  • Related projects with descriptions
  • The most recent activity, including texts or Notes that have been added with Ooma

Agents can use the open icon to open the matching contact in Wealthbox.

If CallerID matches multiple contacts in Wealthbox (whether Leads or Customers), all matched contacts will be displayed. Agents can then select the contact they’re working with to view more information.

Call record creation

When a matching client exists in Wealthbox, a record of the call will automatically be created as a completed action against the matched contact. The call record includes:

  • Call direction (incoming, outgoing)
  • From
  • To
  • Time
  • Call Duration

If multiple matches are available, the agent will need to select the appropriate match from a list of possibilities. In this case, a record of the call will be created against the selected match. If a match is not selected, a record of the call will be created against all candidates.

Taking notes

You can use Add Notes option in the Dialer module if you’d like to take notes during your calls with clients. You can continue typing notes after the call winds down. Remember to Save the notes to the relevant data set when you are done.

Text message syncing

You’ll need to make sure to do both of the following before text message syncing will be available:

  • The account administrator will need to enable the SMS/MMS feature for each user. You can find instructions for thishere.

  • The user will need to follow the steps outlined below to enable text message syncing:

    1. Navigate to the Integrations option in the Ooma Office desktop application.
    2. Locate Wealthbox in the integrations list.
    3. Use the settings menu to toggle the Save text messages in Wealthbox option to On.
    4. Save your changes.

Once text message syncing has been enabled, you can check saved messages in two ways:

Updates section

  1. Open the Wealthbox portal.
  2. Navigate to the Update tab to see a list of the most recent notes that were added to the account. These notes will include any Ooma Office text messages.

Contact

  1. Open the Wealthbox portal and go to the Contacts section.
  2. Locate the person whose texts you’d like to review.
  3. Open the personal card and go to the Note tab.
  4. Any Ooma Office text messages that have been exchanged with this user will appear here as notes.

Please keep in mind that only text messages sent to and from an Ooma Office phone number will be saved to Wealthbox.