Wealthbox
CRM za financijske savjetnike
Podaci O Aplikaciji
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Opis Aplikacije
Analiza I Pregled Android Aplikacija: Wealthbox, Razvijen Od Wealthbox. Navedeno U Kategoriji Djelatnost. Trenutna Verzija Je 2.7.113, Ažurirana Na 27/06/2025 . Prema Recenzijama Korisnika Na Google Playu: Wealthbox. Postignute Više Od 5 Tisuća Instalacije. Wealthbox Trenutno Ima 131 Recenzije, Prosječna Ocjena 4.5 Zvijezda
Wealthbox je prateća mobilna aplikacija za web-bazirani Wealthbox CRM za financijske savjetnike. Upravljajte odnosima s klijentima s lakoćom i ostanite up-to-date na aktivnosti unutar vaše tvrtke s ovom potpuno opremljenom CRM aplikacijom.Značajne značajke:
• “Današnji pogled” koji prikazuje nadolazeće stavke koje zahtijevaju vašu pažnju
• Nova redizajnirana stranica za snimanje kontakata s “Brzim radnjama”, kao što su klikni za poziv, e-poštu i prijenos fotografija
• Portfolio integracije
• Pristupite Google kartama u Kontaktima za detaljne upute
• Redizajniran kalendar za mjesečne, četverodnevne i jednodnevne prikaze
• Jednostavna i sigurna prijava s podrškom za automatsko popunjavanje i pametno zaključavanje
• Stream aktivnosti za pregled ažuriranja i suradnju
• Upravljanje kontaktima za praćenje bilješki o klijentima
• Upravljanje zadacima za organiziranje prakse
• Kalendar s podrškom za dvosmjernu sinkronizaciju Google kalendara
• Upravljanje mogućnostima za upravljanje poslovanjem
• Upravljanje projektima za organiziranje bilo čega
• Potpuna sinkronizacija podataka s web-baziranim Wealthbox CRM-om
Trenutno Nudimo Verziju 2.7.113. Ovo Je Naša Najnovija, Najoptimiziranija Verzija. Prikladan Je Za Mnogo Različitih Uređaja. Besplatno Preuzmite Izravno Apk Iz Google Play Store -A Ili Drugih Verzija Koje Ugošćujemo. Štoviše, Možete Preuzeti Bez Registracije I Nije Potrebna Prijava.
Imamo Više Od 2000+ Dostupnih Uređaja Za Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... S Toliko Opcija, Lako Vam Je Odabrati Igre Ili Softver Koji Odgovara Vašem Uređaju.
To Može Biti Korisno Ako Postoje Bilo Kakva Ograničenja Zemlje Ili Bilo Kakva Ograničenja Sa Strane Vašeg Uređaja U Google App Storeu.
Što Je Novo
• Bug fixes & performance improvements
Ocijenite I Pregledajte U Google Play Storeu
Ukupni Broj Instalacija (*Procijenjeno)
Procjena Ukupnog Broja Instalacija Na Google Playu, Približno Iz Broja Ocjena I Instalacijskih Granica Postignutih Na Google Playu.Možda Će Vam Se Svidjeti I Ove Aplikacije
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Nedavni Komentari
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.