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Wealthbox

CRM
Available (webhook)
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Wealthbox
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Auto-filled CRM fields

Map your
Wealthbox
properties in 1 click, Praiz will automatically update these fields, after every call.

Powerful automations

Easily extract information from your conversations and use it to trigger advanced workflows and automations in
Wealthbox

Advanced AI Templates

Our AI Templates system can extract any data, insight or KPI, from any call or conversation, accurately & automatically, then push it to
Wealthbox

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Harvest

Solutions digitales pour les professionnels du patrimoine et de la finance

CRM
Available (webhook)

Cegid XRP Flex

Easily connect Cegid XRP Flex with Praiz to enable properties autofill.

ERP
Available (webhook)

Dropbox

Sync your data with Dropbox.

Productivity
Live (1-click integration)

GoTo Meeting

Easily sync your GoTo Meeting recordings with Praiz to enable CRM properties autofill.

Video calls
Live (1-click integration)

Apptivo

Easily connect Apptivo with Praiz to enable CRM properties autofill.

CRM
Available (webhook)

Holded

Easily connect Holded with Praiz to enable properties autofill.

ERP
Available (webhook)
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