Wealthbox CRM for Chrome
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.
Latest reviews
Works well when it works. It's no longer showing up in my inbox though.
Works well when it works. It's no longer showing up in my inbox though.
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.
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.
From time to time it won't load. Not good if all your business depends on it
From time to time it won't load. Not good if all your business depends on it
Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
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.
Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
Love it.
Love it.
Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!
Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!
