Wealthbox CRM (gfolmcgcpjajpdafphkikldogpjkfnbc): Wealthbox CRM for Financial Advisors... Read More > or Download Now >
Wealthbox CRM for Chrome
Tech Specs
- • Type: Browser Extension
- • Latest Version: 1.2.1
- • Price: Freeware
- • Offline: No
- • Developer: app.crmworkspace.com
User Reviews
- • Rating Average
- 4.3 out of 5
- • Rating Users
- 10
Download Count
- • Total Downloads
- 44
- • Current Version Downloads
- 0
- • Updated: April 19, 2024
Wealthbox CRM is a free Productivity Extension for Chrome. You could download the latest version crx file or old version crx files and install it.
More About Wealthbox CRM
Wealthbox CRM is the Chrome companion to web-based Wealthbox CRM for financial advisors.
Features
- Create a new Contact in Wealthbox.
- 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 a new Contact in Wealthbox.
- 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.
