Wealthbox CRM for Financial Advisors
Wealthbox CRM for Chrome Extension
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.
Source Manifest.json
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User reviews
Chris Rhoads (ID: 0000007c8d89803d) Voted 3 ★ - Updated 09/14/2021
Jim Frazin (ID: 00000096d0748325) Voted 2 ★ - Updated 07/18/2017
(ID: ) Voted 3 ★ - Updated 06/13/2017
Matt Riordan (ID: 00000096b552b219) Voted 5 ★ - Updated 07/06/2016
Chaim Investment Advisors (ID: 0000005af1f78b7f) Voted 5 ★ - Updated 06/17/2016