Wealthbox Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Wealthbox.
In an email, you can create a task, schedule an event, start a workflow, create an opportunity, or set a reminder that links to related CRM components in Wealthbox.
Your advisor teams can add a shared email address, such as Contact@CompanyName.com, for easier visibility and collaboration among teams.
Select multiple contacts grouped by tags and send a broadcast email template to schedule a meeting or notify your clients of an important update.
Customize and brand your email templates for routine communication with your contacts using mail merge tags. You can also use themes for consistent branding of your header and footer.