Wealthbox CRM app for iPhone and iPad

4.6 ( 6336 ratings )

Business
Developer: Starburst Labs, Inc.

Free

Current version: 1.0.6, last update: 8 years ago
First release : 29 May 2014
App size: 6 Mb

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