Wealthbox
CRM for finansielle rådgivere
Appinfo
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Appbeskrivelse
Android App -Analyse Og Gennemgang: Wealthbox, Udviklet Af Wealthbox. Listet I Virksomhed -Kategori. Nuværende Version Er 2.7.113, Opdateret På 27/06/2025 . Ifølge Brugere Anmeldelser På Google Play: Wealthbox. Opnået Over 5 Tusind Installationer. Wealthbox Har I Øjeblikket 131 Anmeldelser, Gennemsnitlig Vurdering 4.5 Stjerner
Wealthbox er den ledsagende mobilapp til web-baseret Wealthbox CRM for finansielle rådgivere. Administrer dine klientforhold med lethed og hold dig ajour med aktiviteter inden for dit firma med denne komplette CRM-app.Bemærkelsesværdige egenskaber:
• En "Today View", der overfører kommende ting, der kræver din opmærksomhed
• Nyligt redesignet kontaktoptagelsesside med "hurtige handlinger" som f.eks. Klik for at ringe, e-mail og billedoploading
• Porteføljeintegrationer
• Få adgang til Google Maps på kontaktpersoner for retningsvisning
• Redesignet kalender for måneds, 4-dages og enkeltdagsvisninger
• Enkel og sikker login med support til Autofill & Smart Lock
• Aktivitetsstrøm for at se opdateringer og samarbejde
• Kontaktadministration for at spore noter om klienter
• Opgavehåndtering til at organisere din praksis
• Kalender med understøttelse af Google Kalender 2-vejs synkronisering
• Opportunity Management til at styre forretning
• Projektledelse til at organisere noget
• Fuld datasynkronisering med web-baseret Wealthbox CRM
Vi Tilbyder I Øjeblikket Version 2.7.113. Dette Er Vores Seneste, Mest Optimerede Version. Det Er Velegnet Til Mange Forskellige Enheder. Gratis Download Direkte Apk Fra Google Play Store Eller Andre Versioner, Vi Er Vært For. Desuden Kan Du Downloade Uden Registrering Og Der Ikke Kræves Noget Login.
Vi Har Mere End 2000+ Tilgængelige Enheder Til Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... Med Så Mange Muligheder, Det Er Let For Dig At Vælge Spil Eller Software, Der Passer Til Din Enhed.
Det Kan Komme Godt Med, Hvis Der Er Nogen Landsbegrænsninger Eller Begrænsninger Fra Siden Af Din Enhed I Google App Store.
Hvad Er Nyt
• Bug fixes & performance improvements
Seneste Kommentarer
Rich Eddy
Mediocre and buggy. I really want to like this. I really need to like this. But there are usability issues with the Android app that compound the usability issues with the underlying service. It seems many issues have gone uncorrected. Too many missing features. Hoping for improvement.
Louis Czerwinski (Lou)
App is pretty well done. Would be great to have some additional features such as automatic call logging from mobile phone based on the incoming number which could automatically bring a screen up to enter a note. Also instead of widgets for Android would be nice. Specifically a widget for tasks
A Google user
Almost perfect. I would go 4.75 stars. It's so intuitive and easy to use that there is almost no learning curve to adopt. The app is slick too. Also they are always pushing to improve and actually listen to feedback. It's my 3rd CRM, and my last!
Kenneth Tucker
I haven't found anything that the app can't do for my practice. I don't need to use the app often, but it's almost flawless when I do.
Larry Mengerink
This app does a good job syncing, but as a phone app, it could be better. If a meeting or task is scheduled, you're not notified on the app that something must be done. Very frustrating and hopefully something that is addressed in future updates.
A Google user
Props for finally getting us Android users a fully functional app that mostly does everything the desktop app does. I've been using it and it's been working fast and easy. Better late than never. Thanks guys!
A Google user
Awesome tool for my financial services practice. Switched from Hubspot. Not five stars because it could use more integration, such as email marketing, booking system, and SMS sending. But other than that it is awesome!
Peter Finn
Fully functional mobile app. Able to take notes right after client meetings or put in tasks on the road. Edit: two and a half years into using Wealthbox and I totally love it and the app. It is way better than the crm my old big box firm used.