Highly intuitive. Start immediately.
Slick interface, clean design.
Import and export your data with ease.
"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."— Tom Boova, IFG Capital
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.