File Storage

Document Management

File storage made easy in CRM.

Access, manage and share files with coworkers. Customized category labeling, user access permissions - it’s all here.

Document Management Integrations

Seamlessly integrate your favorite file storage services with Wealthbox.

We’re partnered with the leading document management companies such as Dropbox, Google Drive, and Box.

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 14 days. No credit card required.
  • Invite unlimited users. It's free for everyone.
  • Try out all the features. See the power of simplicity.
Start Free Trial

Not sure? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox