Последняя версия
2.7.19 Сейф для установки
2.7.19 Сейф для установки
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
Обзор
Wealthbox — это Freeware программное обеспечение в категории Бизнес, разработанное Starburst Labs, Inc..
Последняя версия Wealthbox-2.7.19, выпущенный на 05.07.2024. Первоначально он был добавлен в нашу базу данных на 22.10.2023.
Wealthbox работает на следующих операционных системах: iOS.
Пользователи Wealthbox дал ему Рейтинг 5 из 5 звезд.
Скриншоты (Нажмите, чтобы увеличить)
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