What if your CRM software integrated with Worldox® to give you instant access to a client's file whenever you look up their contact record? That's the power of Virtuoso. Now, your team can perform one-click document searches, flipping between your CRM and your DMS effortlessly.

Seamlessly connect Worldox with your CRM

How it works

Trumpet helps your team design Virtuoso to fit your existing workflow. Whenever staff members open a contact record (such as when a client calls about their quarterly report), they can immediately open the documents they need with a single click of the mouse. Virtuoso also offers customized “palettes,” which are shortcuts for people who routinely perform the same searches or prepare the same documents.

Virtuoso CRM integrations

Virtuoso supports CRM integration with the following platforms:

  • Junxure®
  • GoldMine®
  • ACT!® 5&6
  • Protracker Advantage®
  • Interactive Advisory Software (IAS)
  • Qube®
  • Redtail®
  • Salesforce®
  • Microsoft Dynamics® CRM
  • Advisor CRM® by Envestnet | Tamarac
  • Morningstar® Office
  • SalesLogix®
  • And many other custom CRMs

Intrigued? Let’s talk.

Learn more about how we can help your firm increase productivity and provide even better service to your clients with Virtuoso.

When advisors prepare for meetings, the whole process is streamlined. Everything they touch all day long is only one click away.