Growth Platform | Wealthbox CRM

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Growth Platform

November 14, 2017

Multiple CRM Workspaces

Standardize and manage your advisor network operations by administering separate Wealthbox CRM workspaces for advisors on your network.

Recent

New Enhancement:
Bi-Directional Contact Relationships
Wealthbox Appoints CRM Veteran Robert DeFrancis as VP of Enterprise Development
Sanctuary Wealth Selects Wealthbox for Enterprise CRM

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