Wealthbox is easy to use. Signup-and-go-simplicity. No training required.
Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done.
Monitor coworker activity internally and client updates externally on social networks like Twitter.
Clean design. Intuitive workflows. Slick interaction. Social architecture.
Just $29 per month, per user. No minimum users. Pay as you go. Cancel anytime.
"I've used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It's amazing."
— Tom Boova, IFG Capital