Wealthbox CRM for Chrome in Chrome with OffiDocs
Ad
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
