Wealthbox CRM for Chrome

Productivity

Version: 1.1.44

Last Update: 2023-04-15

Overview

Wealthbox CRM for Chrome is a Chrome extension developed by wealthbox. According to the data from Chrome web store, current version of Wealthbox CRM for Chrome is 1.1.44, updated on 2023-04-15.
1,000+ users have installed this extension. 10 users have rated this extension with an average rating of .
developer website: app.crmworkspace.com

Wealthbox CRM for Financial Advisors

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.

Rating

10 ratings

Total Installs

1,000+

Information

Last Update

2023-04-15

Current Version

1.1.44

Size

2.28MiB

Author

wealthbox

Website

app.crmworkspace.com

Category

Productivity

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Latest Reviews


Chris Rhoads 2021-09-14 Works well when it works. It's no longer showing up in my inbox though.
Jim Frazin 2017-07-18 mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.
A Google User 2017-06-13 From time to time it won't load. Not good if all your business depends on it
Matt Riordan 2016-07-06 Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
Chaim Investment Advisors Advisors 2016-06-17 Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.