Get started with Wealthbox + Google Chrome
CRM fused with email to get work done with ease.
CRM fused with email to get work done with ease.
Overview
Google Chrome is a cross-platform web browser developed by Google. The integration with Wealthbox allows financial advisors to use Wealthbox inside Gmail in a right-side panel that provides several productivity features between CRM and email. Users can create and tag a new contact in Wealthbox in one click; view a contact’s info in Wealthbox; add a note and view a client’s activity history; save an email record to Wealthbox; send + save an email to Wealthbox; and deep link to a contact record page in Wealthbox.
Create, view, and edit contacts within Gmail.
Create, view, and edit contacts within Outlook 365.
“Wealthbox integrated with Google Chrome provides advisory firms with amazing productivity results to help manage their businesses.”
Steve Carroll
Head of Product at Wealthbox
Ready to try? Start your 14-day free trial now. Or schedule a demo.
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