Wealthbox CRM (Business)

Wealthbox CRM 1.0

Device: iOS Universal

Category: Business

Price: Free, Version: 1.0 (iTunes)



Description:



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



Wealthbox CRM







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