Wealthbox Mail
Two-way sync
Your inbox in Wealthbox
Wealthbox Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Wealthbox.
Email-to-crm actions
Tasks and workflows from email
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.
Individual and shared accounts
Easier workspace collaboration
Your advisor teams can add a shared email address, such as Contact@CompanyName.com, for easier visibility and collaboration among teams.
Broadcast email send
Bulk templated emails
Select multiple contacts grouped by tags and send a broadcast email template to schedule a meeting or notify your clients of an important update.
Templates and themes
Personalized email correspondence
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.
