Wealthbox CRM for Chrome

CRX ID
gfolmcgcpjajpdafphkikldogpjkfnbc
Status
Live on Store
Description from extension meta

Wealthbox CRM for Financial Advisors

Image from store
Wealthbox CRM for Chrome
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 2021-09-14

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

Chris Rhoads 2021-09-14

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

Jim Frazin 2017-07-18

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 2017-07-18

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 2017-06-13

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

Anonymous 2017-06-13

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

Matt Riordan 2016-07-06

Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!

Matt Riordan 2016-07-06

Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!

Chaim Investment Advisors 2016-06-17

Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.

Chaim Investment Advisors 2016-06-17

Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.

Patrick Ortman 2016-02-20

Love it.

Patrick Ortman 2016-02-20

Love it.

Jason Reiman 2016-02-09

Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!

Jason Reiman 2016-02-09

Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!

Statistics

Installs
1,000
Market
Chrome Web Store
Rating
4.3 (10 votes)
Last update
2024-10-23
Version 1.2.2
Languages