Wealthbox CRM for Chrome
Extension Actions
CRX ID
gfolmcgcpjajpdafphkikldogpjkfnbc
Status
- Extension status: Featured
- Live on Store
Description from extension meta
Wealthbox CRM for Financial Advisors
Image from store
Description from store
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
- Chris Rhoads
- Works well when it works. It's no longer showing up in my inbox though.
- Chris Rhoads
- Works well when it works. It's no longer showing up in my inbox though.
- Jim Frazin
- 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.
- Jim Frazin
- 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.
- Anonymous
- From time to time it won't load. Not good if all your business depends on it
- Anonymous
- From time to time it won't load. Not good if all your business depends on it
- Matt Riordan
- Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
- Matt Riordan
- Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
- Chaim Investment Advisors
- Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
- Chaim Investment Advisors
- Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
- Patrick Ortman
- Love it.
- Patrick Ortman
- Love it.
- Jason Reiman
- Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!
- Jason Reiman
- Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!