Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.
Bill Winterberg
Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note - without deep-linking to a contact record page. Simple and efficient.
Is a prospect asking for advice about a 401K plan? Has a client posted a job change on Twitter? Stay contextually relevant in your relationships and build new ones.
Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox's activity stream and commenting system. 😀
Edit or enhance notes and have archived note versions stored in Wealthbox for total compliance. Time stamps and user information for each variation provides simple and comprehensive review.
Get started in 15 seconds.
Schedule it now with Amber.