Platform
Embrace the Joy of Giving.
Effortless Corporate Giving
Box+Bestow’s corporate gifting platform transforms gifting into a seamless, enjoyable process. Discover the long-term benefits of saying “Thank you” or “Congratulations”.
Our platform manages gifting end-to-end—from unique gift selections to personalized notes, including your branding & quality requirements.
What’s more, our gifting platform guarantees smooth CRM integration, intuitive flow, and detailed tracking while maintaining internal security & external compliance.
Simple Implementation
Intuitive tracking
Our corporate gifting platform mirrors our gifts: thoughtful, meaningful, and incredibly effective. You can watch your good intentions transform into retentions.
Order-processing—from picking a gift to writing a hyper-personalized & RESPA-compliant note—can be as automated or manual as you like. And they work with each other with minimal input from you.
Whichever route you take, you can make tweaks—in bulk or individually. Don’t worry, you don’t have to keep mental notes. Our gifting platform does it for you. Here’s how:
- All orders in one simple table
- One-click order tracking
- Real-time tracking
- and much more
Smart Interaction
Clutter-free insights
What’s data, if you can’t really use it? Box+Bestow’s corporate gifting platform allows users—whether they’re loan officers or your sales & marketing teams—to access a combination of data that makes it usable & practical.
Here’s a sampler:
- Number of orders being processed for budget management
- Number of users during a particular time for control
- Time-sensitive data to ensure
Seamless Integration
Compliments, doesn’t complicate
Our gifting platform’s open API plays nice with your existing software, translating to zero hassle for your sales, marketing, and IT teams.
Integration with your CRM or loan processing software, spreadsheet uploads—all flow smoothly with our platform. You can also manage your gifts’ recipients in a way that compliments your CRM.
Core Features
Financial Oversight
Track order flow to manage budgets efficiently, and to uncover gifting insights.
Instant Insights
Drill into time-sensitive data, and gain clarity on what’s working & what’s not.
Eficient Tracking
Free up hours of managerial time with our real-time, one-click tracking.
CRM-Friendly
Integrate your software or import spreadsheets into our platform, smoothly & safely.
Secure & Compliant
Upholds internal & regulatory requirements
Box+Bestow’s platform stores information in plenty, but it’s also in silos. You’ve full control over who gets to see what. Each loan officer or sales associate can access records that are relevant to only them.
Our corporate gifting platform guarantees that everything you say, whether you’re a realtor, a lender, a mortgage broker, or a servicer, avoids RESPA violations.
So whether it’s an internal requirement or a regulatory one, we have you covered.
Good / Better / Best Packages
Buy On-Demand
Brand Your Gifts
