Wealthbox
財務顧問的CRM
應用信息
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應用描述
Android應用分析和審查：Wealthbox，由Wealthbox開發。在商業類別中列出。當前版本為2.7.113，在 27/06/2025 上更新。根據用戶在Google Play上的評論：Wealthbox。超過5 千的安裝。 Wealthbox目前有131評論，平均評分為4.5星
Wealthbox是面向財務顧問的基於Web的Wealthbox CRM的配套移動應用程序。使用這個功能齊全的CRM應用程序，輕鬆管理您的客戶關係並及時了解公司內部的活動。顯著特點：
•“今日視圖”，顯示需要您注意的即將發布的項目
•新近重新設計的聯繫人記錄頁面，帶有“快速操作”，例如點擊通話，電子郵件和照片上傳
•投資組合集成
•訪問“聯繫人”上的Google地圖，了解轉彎路線
•重新設計的日曆，包括月份，4天和單日視圖
•簡單安全的登錄，支持自動填充和智能鎖
•活動流以查看更新和協作
•聯繫管理以跟踪有關客戶的說明
•任務管理來組織您的練習
•日曆支持Google日曆雙向同步
•機會管理來管理業務
•項目管理，以組織任何事情
•與基於Web的Wealthbox CRM完全數據同步
我們目前正在提供2.7.113版本。這是我們最新，最優化的版本。它適用於許多不同的設備。從Google Play商店或我們託管的其他版本中免費下載Apk。此外，您可以在不註冊的情況下下載且無需登錄。
我們擁有超過2000+的Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ...設備，並提供了許多選項，您可以輕鬆選擇適合您設備的遊戲或軟件。
如果在Google App Store上有任何國家限製或設備側面受到任何限制，它可能會派上用場。
什麼是新的
• Bug fixes & performance improvements
在Google Play商店進行評分和審查
安裝總數（*估計）
估計Google Play上安裝總數, 近似於評級數和在Google Play上達到的安裝界限.
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最近的評論
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.