CRM Assessment | Wealthbox

Which statement best applies to your knowledge about CRM software?*

I’m an expert in CRM!

I have strong CRM expertise.

I have some CRM expertise.

I have minimal CRM experience.

How many CRM users are at your firm?*

What are the top features in CRM that matter most to you? (check all that apply)*

Contact management

Email integration

Task management

Workflows

Team notifications/collaboration

Opportunity management

Reports

Shared calendars

Which integrations to your CRM matter the most to you?*

Financial planning

Portfolio management

Custodian platform

Risk analysis

Digital marketing

Email system

Does a companion CRM mobile app matter to you?*

Yes, I need CRM on my phone and desktop.

No, I don’t use CRM on my phone.

I’m not sure.

Does a tech consultant help you implement CRM at your firm?*

No, as end-users we do it on our own.

Yes, we use an in-house tech consultant.

Yes, we use an outsourced tech consultant.

You're almost done!

Complete your CRM assessment.

First Name Last Name

Company Name*

Phone*

Email*

Email

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