4.4
9
1808
5
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.
mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.
Wealthbox & this extension are everything RedTail’s Tailwag were supposed to be!
Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
Love it.
Fantastic add! Works great – no complaints. Just what I was hoping for. Thank you!!