extension ExtPose

Wealthbox CRM for Chrome

Description from extension meta

Wealthbox CRM for Financial Advisors

Image from store Wealthbox CRM for Chrome
Description from store Wealthbox CRM is the Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create a new Contact in Wealthbox. - 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

  • (2017-07-18) 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.
  • (2017-06-13) From time to time it won't load. Not good if all your business depends on it
  • (2016-07-06) Matt Riordan: Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
  • (2016-06-17) Victor Schramm: Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
  • (2016-02-20) Patrick Ortman: Love it.
  • (2016-02-09) Jason Reiman: Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!


4.4444 (9 votes)
Last update / version
2020-02-10 / 1.0.47
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