Wealthbox + Google Mail

We thought outside the Wealthbox and put CRM in Gmail!

Overview

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.


Resources

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

Steve Carroll, Head of Product at Wealthbox

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