Integrations /Communication Tools

Get started with Wealthbox + Google Mail

We thought outside the Wealthbox and put CRM in Gmail!


Gmail is an email service provided by Google. The integration with Wealthbox Mail allows Gmail users to bi-directionally sync their email with Wealthbox in a fusion of CRM and email.

“Wealthbox integrated with Gmail provides advisory firms with amazing productivity results to help manage their businesses.”

Steve Carroll

Head of Product at Wealthbox

Get started with Wealthbox + Google Mail

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