Wealthbox CRM for Financial Advisors

Latest Version

Version
1.2.2
Update
October 22, 2024
Size
2.76MiB
Developer
app.crmworkspace.com
Category
Users
1,000+
Rating
4.3 ★
Manifest Version
3
Web Store Status
Languages Support
English
See more
Permissions
Storage
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Wealthbox CRM for Chrome Extension

The 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.
Read more

Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "Wealthbox CRM for Chrome", "short_name": "Wealthbox", "version": "1.2.2", "manifest_version": 3, "description": "Wealthbox CRM for Financial Advisors", "homepage_url": "https://www.wealthbox.com", "icons": { "16": "icons/wealthbox.png", "48": "icons/wealthbox.png", "128": "icons/wealthbox.png" }, "options_ui": { "page": "src/options/index.html" }, "permissions": [ "storage" ], "host_permissions": [ "*://mail.google.com/mail/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ], "background": { "service_worker": "src/background/index.js" }, "content_scripts": [ { "matches": [ "*://mail.google.com/mail/*" ], "js": [ "src/scripts/gmailjs-injector.js" ], "run_at": "document_start" }, { "matches": [ "*://mail.google.com/mail/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ], "css": [ "src/app/index.css" ], "js": [ "src/app/index.js" ], "run_at": "document_start" } ], "web_accessible_resources": [ { "resources": [ "src/scripts/*" ], "matches": [ "*://mail.google.com/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ] } ]}
Read more

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User reviews

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Chris Rhoads (ID: 0000007c8d89803d) Voted 3 ★ - Updated 09/14/2021 Works well when it works. It's no longer showing up in my inbox though.

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Jim Frazin (ID: 00000096d0748325) Voted 2 ★ - Updated 07/18/2017 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.

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(ID: ) Voted 3 ★ - Updated 06/13/2017 From time to time it won't load. Not good if all your business depends on it

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Matt Riordan (ID: 00000096b552b219) Voted 5 ★ - Updated 07/06/2016 Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!

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Chaim Investment Advisors (ID: 0000005af1f78b7f) Voted 5 ★ - Updated 06/17/2016 Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.