Wealthbox CRM for Chrome
Rate 4.6 / 10 votes
More than 1000 users worldwide
Current version: 1.1.4
Price: FREE
More than 1000 users worldwide
Current version: 1.1.4
Price: FREE
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Wealthbox CRM for Financial AdvisorsThe Chrome companion to web-based Wealthbox CRM for financial advisors.
Features
- Create new Contacts.
- View a Contact's details.
- Add notes to client records.
- View a Contact's activity history.
- Save an email to Wealthbox.
- Send + Save an email to Wealthbox.
- Deep link to a Contact Record page in Wealthbox.
Features
- Create new Contacts.
- View a Contact's details.
- Add notes to client records.
- View a Contact's activity history.
- Save an email to Wealthbox.
- Send + Save an email to Wealthbox.
- Deep link to a Contact Record page in Wealthbox.
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