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Wealthbox CRM 1.1.0 - Get Apk




About Wealthbox CRM

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...

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




Previous Versions

Here you can find the changelog of Wealthbox CRM since it was posted on our website on 2016-10-15 13:09:37. The latest version is 1.1.0 and it was updated on 2024-04-22 15:41:01. See below the changes in each version.

Wealthbox CRM version 1.1.0
Updated At: 2016-02-11
Changes: Updates for telephone, email, and map links.


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Disclaimer

External Download


We do not host Wealthbox CRM on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Galad and passed their terms and conditions to be listed there. We recommend caution when installing it.

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Downloads: 3
Updated At: 2024-04-22 15:41:01
Publisher: Wealthbox
Operating System: Android
License Type: Free