Wealthbox CRM for Chrome icon

Wealthbox CRM for Chrome

Extension Actions

CRX ID
gfolmcgcpjajpdafphkikldogpjkfnbc
Status
  • Extension status: Featured
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
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!!