(And if you’re using Outlook as a CRM, today is your lucky day! Wealthbox is here.)
"I’ve used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It’s amazing."
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Amber and her help-desk team are here for you.