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Wealthbox CRM


4.6 ( 6336 ratings )
İş
Geliştirici: Starburst Labs, Inc.
ücretsiz

Wealthbox CRM is the companion mobile app to web-based Wealthbox CRM for financial advisors.

Features

- Activity Stream to view updates and collaborate
- Contact Management to track notes about clients
- Task Management to organize your practice
- Calendaring with iCal support
- Opportunity Management to manage business
- Project Management to organize anything
- Full data sync with web-based Wealthbox CRM