Ad

EnglishFrenchSpanish

Free editor online | DOC > | XLS > | PPT >


OffiDocs favicon

Wealthbox CRM for Chrome in Chrome with OffiDocs

Wealthbox CRM for Chrome  screen for extension Chrome web store in OffiDocs Chromium

Wealthbox CRM for Chrome Chrome web store extension

Ad


DESCRIPTION

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.

Additional Information:


- Offered by app.crmworkspace.com
- Average rating : 4.3 stars (liked it)
- Developer This email address is being protected from spambots. You need JavaScript enabled to view it.

Wealthbox CRM for Chrome web extension integrated with the OffiDocs Chromium online


Run Chrome Extensions

Ad