Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information.
Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current.
"Wealthbox CRM has the potential to take the advisor's social business to the next level."
Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call.
You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.
In Wealthbox you can set up special fields, text dates, and checkboxes based on your business requirements. Drag-and-drop the order of your custom fields inputs with ease.
Tag and group your contacts with ease in Wealthbox. Combined with advanced filtering features, tagging allows you to find and communicate with your prospects and clients more effectively.
For each contact, task, calendar event, and opportunity in Wealthbox, you're able to specify who can see and access this data.
Wealthbox’s tagging, grouping, filtering and auto-suggest features make searching for contacts a breeze. Easy export to CSV files, too.
Get started in 15 seconds.
Schedule it now with Amber.