Wealthbox CRM for Chrome

#4.3 / 10 rate

Wealthbox CRM for Chrome

1,000 users

2020-02-10

https://app.crmworkspa...

Extension Information

5 star
57%
4 star
0%
3 star
29%
2 star
14%
1 star
0%

Supported Languages

Permissions

Hot Permissions

Description

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.

Reviews

Chris Rhoads
Chris Rhoads

Works well when it works. It's no longer showing up in my inbox though.

Jim Frazin
Jim Frazin

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.

From time to time it won't load. Not good if all your business depends on it

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