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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



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

Run Chrome Extensions