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Wealthbox CRM 1.0.6 - App Store



About Wealthbox CRM

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...

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

Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.


Previous Versions

Here you can find the changelog of Wealthbox CRM since it was posted on our website on 2017-02-02 15:09:34. The latest version is 1.0.6 and it was updated on 2024-04-22 18:24:42. See below the changes in each version.

Wealthbox CRM version 1.0.6
Updated At: 2014-05-30

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Disclaimer

Official App Store Link


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Users Rating:  
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Downloads: 5
Updated At: 2024-04-22 18:24:42
Publisher: Starburst Labs, Inc.
Operating System: IOS
License Type: Free




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