CRM fused with email to get work done with ease.
Google Chrome is a cross-platform web browser developed by Google. The integration with Wealthbox allows financial advisors to use Wealthbox inside Gmail in a right-side panel that provides several productivity features between CRM and email. Users can create and tag a new contact in Wealthbox in one click; view a contact’s info in Wealthbox; add a note and view a client’s activity history; save an email record to Wealthbox; send + save an email to Wealthbox; and deep link to a contact record page in Wealthbox.
“Wealthbox integrated with Google Chrome provides advisory firms with amazing productivity results to help manage their businesses.”
Head of Product at Wealthbox
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