Integrations /Document Storage

Get started with Wealthbox + Dropbox

Modern CRM integrated seamlessly with advanced file storage.


Dropbox gives you secure access to all your files. Collaborate with friends, family, and coworkers from any device. The integration with Wealthbox allows uses to access client files in Dropbox via contact record pages in Wealthbox.

Easily attach files from Dropbox to contact records in Wealthbox.

Get started with Wealthbox + Dropbox

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!