Wealthbox CRM for Chrome
Wealthbox CRM for Chrome is a companion application to the web-based Wealthbox CRM for financial advisors. This Chrome extension provides financial advisors with convenient access to key features of the CRM directly from their browser.
With Wealthbox CRM for Chrome, users can easily create new contacts, view contact details, and add notes to client records. The extension also allows users to view a contact's activity history, providing valuable insights into past interactions.
One of the standout features of Wealthbox CRM for Chrome is the ability to save emails directly to Wealthbox. Users can simply click a button to save an email to the CRM, ensuring that important client communications are always easily accessible.
In addition, the extension offers the option to send and save emails to Wealthbox, streamlining the process of managing client correspondence.
Overall, Wealthbox CRM for Chrome is a valuable tool for financial advisors who want quick and easy access to their CRM while working in the Chrome browser. With its range of features, this extension enhances productivity and efficiency for advisors using Wealthbox CRM.
