The Wealthbox CRM interface saves you time. Without clicking to leave the dashboard, and without scrolling to find a text-entry field, the front-and-center “publisher” at the top of the dashboard and attendant “activity stream” timeline in Wealthbox allows users to easily enter CRM information with speed. Check out the 12 different use cases below.
Post a Status Update
@Mention a Client Name to Add a Note
Comment, Like, and Express Emoji in the Activity Stream
Dictate a Note or Status Update
Add a New Contact Name
Add a Task
Schedule an Event
Create an Opportunity
Send Email Notifications to Coworkers
Determine Who Can See What
Share Content from the Web
Monitor Life Events of Your Connections on Social Networks
Stay tuned for the release next week of Wealthbox version 1.6. Here’s a tiny sneak peek!