Wealthbox CRM for Chrome

app.crmworkspace.com

4.3(

10 ratings

)

ExtensionWorkflow & Planning1,000 users

Overview

Wealthbox CRM for Financial Advisors

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.

4.3 out of 5
10 ratings
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Chris Rhoads
Sep 14, 2021

Works well when it works. It's no longer showing up in my inbox though.

1 person found this review to be helpful

Jim Frazin
Jul 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.

1 out of 2 people found this helpful

A Chrome Web Store user
Jun 13, 2017

From time to time it won't load. Not good if all your business depends on it

1 person found this review to be helpful

Details

Version
1.2.1
Updated
April 19, 2024
Report a concern
Size
2.76MiB
Languages
English
Developer
Wealthbox
50 Park Row W Suite 907 Providence, RI 02903-1177 US
Website
Email
support@wealthbox.com
Trader
This developer has identified itself as a trader per the definition from the European Union.

Privacy

Wealthbox CRM for Chrome has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.