Wealthbox CRM for Chrome Chrome web store extension
Run the Chrome online web store extension Wealthbox CRM for Chrome using OffiDocs Chromium online.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.
- Offered by app.crmworkspace.com
- Average rating : 4.3 stars (liked it)
Wealthbox CRM for Chrome web extension integrated with the OffiDocs Chromium online