
Wealthbox CRM
Wealthbox CRM is the companion app to web-based CRM for financial advisors.
App info
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App description
Android App Analysis and Review: Wealthbox CRM, Developed by Wealthbox. Listed in Business Category. Current Version Is 1.1.0, Updated On 11/02/2016 . According to users reviews on Google Play: Wealthbox CRM. Achieved Over 2 thousand Installs. Wealthbox CRM Currently Has 18 Reviews, Average Rating 2.9 Stars
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
We are currently offering version 1.1.0. This is our latest, most optimized version. It is suitable for many different devices. Free download directly apk from the Google Play Store or other versions we're hosting. Moreover, you can download without registration and no login required.
We have more than 2000+ available devices for Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... with so many options, it’s easy for you to choose games or software that fit your device.
It can come in handy if there are any country restrictions or any restrictions from the side of your device on the Google App Store.
What's New
Updates for telephone, email, and map links.