Wealthbox CRM 1.1.0
Free Version
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
About Wealthbox CRM
Wealthbox CRM is a free app for Android published in the Office Suites & Tools list of apps, part of Business.
The company that develops Wealthbox CRM is Wealthbox. The latest version released by its developer is 1.1.0.
To install Wealthbox CRM on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2016-02-11 and was downloaded 3 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealthbox CRM as malware as malware if the download link to com.gothamtechlabs.wealthbox_mobile is broken.
How to install Wealthbox CRM on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Wealthbox CRM is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Wealthbox CRM will be shown. Click on Accept to continue the process.
- Wealthbox CRM will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
