Wealthbox CRM for Chrome

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✓ Starburst Labs, Inc.精選app.crmworkspace.com工作流程與規劃4.4 · 評分次數 11使用者數 1000

Wealthbox CRM for Financial Advisors

擴充功能資訊

當前版本v1.2.5

包更新時間2026年6月25日

版本支援V2 + V3

下載次數0

擴充功能大小2.28 MiB

支援語言English

擴充功能來源Chrome 應用商店

應用截圖

詳細介紹

Wealthbox CRM for Financial Advisors The Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.