Estimation application downloads and cost
Description
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
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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
ASO analyse Wealthbox CRM app for iPhone and iPad
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Competitors of Wealthbox CRM application
Application availability
Available in countries
Country | Price |
---|---|
Canada | free |
Germany | free |
UK | free |
India | free |
USA | free |
Ukraine | free |