Integrations /Communication Tools
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.”
Head of Product at Wealthbox
Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!