Contact Record Page | Wealthbox CRM

Blog/

Contact Record Page

October 16, 2017

Modern Contact Management

With an easy-to-view layout and a quick note-taking interface, you can keep track of notes, emails, files, financial information, and more.

Stay updated. Get the Wealthbox newsletter.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo