Wealthbox
财务顾问的CRM
应用信息
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应用描述
Android应用分析和审查：Wealthbox，由Wealthbox开发。在办公类别中列出。当前版本为2.7.113，在 27/06/2025 上更新。根据用户在Google Play上的评论：Wealthbox。超过5 千的安装。 Wealthbox目前有131评论，平均评分为4.5星
Wealthbox是面向财务顾问的基于Web的Wealthbox CRM的配套移动应用程序。使用这个功能齐全的CRM应用程序，轻松管理您的客户关系并及时了解公司内部的活动。显着特点：
•“今日视图”，显示需要您注意的即将发布的项目
•新近重新设计的联系人记录页面，带有“快速操作”，例如点击通话，电子邮件和照片上传
•投资组合集成
•访问“联系人”上的Google地图，了解转弯路线
•重新设计的日历，包括月份，4天和单日视图
•简单安全的登录，支持自动填充和智能锁
•活动流以查看更新和协作
•联系管理以跟踪有关客户的说明
•任务管理来组织您的练习
•日历支持Google日历双向同步
•机会管理来管理业务
•项目管理，以组织任何事情
•与基于Web的Wealthbox CRM完全数据同步
我们目前正在提供2.7.113版本。这是我们最新，最优化的版本。它适用于许多不同的设备。从Google Play商店或我们托管的其他版本中免费下载Apk。此外，您可以在不注册的情况下下载且无需登录。
我们拥有超过2000+的Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ...设备，并提供了许多选项，您可以轻松选择适合您设备的游戏或软件。
如果在Google App Store上有任何国家限制或设备侧面的任何限制，它可能会派上用场。
什么是新的
• Bug fixes & performance improvements
最近的评论
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.