Wealthbox CRM for Chrome in Chrome with OffiDocs

DESCRIPTION

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