Operational Automation | Wealthbox CRM


Operational Automation

November 9, 2021

Workflow Template Publishing

From the home office to share with field offices, administrators can create customized templates for automated workflows and publish them to each CRM workspace for standardized practices.

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