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Wealthbox CRM
Finance

Wealthbox CRM

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Wealthbox CRM is a modern, intuitive customer relationship management platform designed specifically for financial advisors. With a user-friendly interface and powerful automation, Wealthbox helps advisors manage client relationships, track opportunities, and enhance productivity without the need for extensive training.

Key Features:

  • Contact Management: Organize client details, notes, emails, and financial data seamlessly

  • Wealthbox Mail: Two-way email sync for improved communication and efficiency

  • Opportunities: Drag-and-drop pipeline management to track deals and growth

  • Workflows: Customizable templates to automate business processes

  • Activity Streams: Real-time updates for better team collaboration

  • Tasks & Calendar: Stay on top of tasks with integrated scheduling and reminders

  • Reports: Generate insightful CRM reports for data-driven decision-making

Best for:

  • Financial advisors seeking an easy-to-use CRM

  • Wealth management firms looking to streamline client interactions

  • Investment advisors managing high-value client portfolios

  • Teams needing automation for workflows and task management

  • Broker-dealers and enterprise firms requiring a scalable solution

  • Independent advisors wanting integration with leading financial tools

  • Firms transitioning from legacy CRMs like Salesforce or Redtail

Price: Free 14-day trial available. Contact sales for pricing details.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

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  • $99.00

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  • Duration : Unlimited days

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  • Verified check mark
  • Indexed on Google
  • FAQ Section
  • Tags or keywords
  • Free newsletter feature
  • Published within 2 days
  • Long texts and media
  • Social Links
  • Lead Form
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  • $49.00

    / Per Listing

  • Duration : Unlimited days

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  • Verified check mark
  • Indexed on Google
  • FAQ Section
  • Tags or Keywords
  • Free newsletter feature
  • Published within 4 days

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Additional Details

  • Free, Paid, Free Trial
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