नवीनतम संस्करण
2.7.19 स्थापित करने के लिए सुरक्षित
2.7.19 स्थापित करने के लिए सुरक्षित
Wealthbox is a companion mobile app designed specifically for financial advisors who use the web-based Wealthbox CRM. This comprehensive CRM app allows you to effortlessly manage your client relationships and stay informed about activities within your firm.
Notable Features:
- Simple and secure login with support for Face ID, Touch ID, and Password Autofill
- Access maps on Contacts for turn-by-turn directions
- Receive push notifications to stay updated
- Redesigned Contact Record page with "Quick Actions" such as click-to-call, email, and photo uploading
- Redesigned calendar offering month, 4-day, and single day views
- A "Today View" that highlights upcoming items requiring attention
- Activity Stream to view updates and collaborate with others
- Portfolio integrations for seamless management
- Contact Management feature to keep track of important client notes
- Task Management tool to efficiently organize your practice
- Calendaring with iCal support for easy scheduling
- Opportunity Management feature to effectively manage your business
- Project Management tool to organize any project efficiently
- Full data-sync with the web-based Wealthbox CRM for seamless access and consistency
विहंगावलोकन
Wealthbox Starburst Labs, Inc. द्वारा विकसित श्रेणी धंधा में एक Freeware सॉफ्टवेयर है।
Wealthbox का नवीनतम संस्करण 2.7.19 है, जिसे 05-07-2024 को जारी किया गया था। इसे शुरू में 22-10-2023 को हमारे डेटाबेस में जोड़ा गया था।
Wealthbox निम्न आपरेटिंग सिस्टमों पर चलता है: iOS.
Wealthbox के यूजर्स ने इसे 5 में से 5 स्टार की रेटिंग दी है।
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