Wealthbox CRM for Chrome
Item logo image for Wealthbox CRM for Chrome

Wealthbox CRM for Chrome

app.crmworkspace.com
4.3(

10 ratings

)
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Overview

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.

4.3 out of 510 ratings

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Chris RhoadsSep 14, 2021

Works well when it works. It's no longer showing up in my inbox though.

1 person found this review to be helpful
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Jim FrazinJul 18, 2017

mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.

1 out of 2 found this helpful
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A Chrome Web Store userJun 13, 2017

From time to time it won't load. Not good if all your business depends on it

1 person found this review to be helpful

Details

  • Version
    1.2.1
  • Updated
    April 19, 2024
  • Size
    2.76MiB
  • Languages
    English
  • Developer
    Wealthbox
    50 Park Row W Suite 907 Providence, RI 02903-1177 US
    Website
    Email
    support@wealthbox.com
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

Wealthbox CRM for Chrome has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Wealthbox CRM for Chrome handles the following:

Personally identifiable information
Authentication information
Personal communications

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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