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Wealthbox

2.7.109

CRM for Financial Advisors

Naam Wealthbox
Versie 2.7.109
Update 01 aug. 2024
Grootte 91 MB
Categorie Zakelijk
Installaties 1K+
Ontwikkelaar Wealthbox
Android OS Android 7.0+
Google Play ID com.starburstlabs.wealthbox_android.prod
Wealthbox · Schermafbeeldingen

Wealthbox · Beschrijving

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.

Notable Features:

• A “Today View” that surfaces upcoming items that require your attention
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Portfolio integrations
• Access Google Maps on Contacts for turn-by-turn directions
• Redesigned calendar for month, 4-day, and single day views
• Simple and secure login with support for Autofill & Smart Lock
• Activity Stream to view updates and collaborate
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with support for Google Calendar 2-way sync
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM

Wealthbox 2.7.109 · Gratis Downloaden

4,4/5 (110+ Recensies)

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