Wealthbox CRM 1.1.0


Free
783.36 KB
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Publisher 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 is a free software application from the Office Suites & Tools subcategory, part of the Business category. The app is currently available in English and it was last updated on 2016-02-11. The program can be installed on Android.

Wealthbox CRM (version 1.1.0) has a file size of 783.36 KB and is available for download from our website. Just click the green Download button above to start. Until now the program was downloaded 2 times. We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.

Program Details



General

 
Publisher Wealthbox
Released Date 2016-02-11
Languages English

Category

 
Category Business
Subcategory Office Suites & Tools

System requirements

 
Operating systems android

Download information

 
File size 783.36 KB
Total downloads 2

Pricing

 
License model Free
Price N/A

Version History



Here you can find the changelog of Wealthbox CRM since it was posted on our website on 2016-10-15. The latest version is 1.1.0 and it was updated on soft112.com on 2018-01-06. See below the changes in each version:

version 1.1.0

posted on 2016-02-11

Updates for telephone, email, and map links.






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Release Date: 2016-02-11
Publisher: Wealthbox
Operating System: android
Type: Free