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Wealthbox CRM is the companion app to web-based CRM for financial advisors.
Wealthbox CRM is the companion mobile app to web-based Wealthbox CRM for financial advisors.
Features
- Activity Stream to view updates and collaborate
- Contact Management to track notes about clients
- Task Management to organize your practice
- Calendaring with iCal support
- Opportunity Management to manage business
- Project Management to organize anything
- Full data sync with web-based Wealthbox CRM
What's New in the Latest Version 1.1.0
Last updated on Mar 19, 2016
Updates for telephone, email, and map links.
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Wealthbox CRM
1.1.0 by Wealthbox
Mar 19, 2016