What is Wealthbox CRM for Chrome?
Wealthbox CRM for Chrome is a productivity chrome extension. it's a free extension , it has 1,000+ active users since released its first version, it earns an average rating of 4.30 from 10 rated user, last update is 387 days ago.
What’s new in version 1.1.44?
The Chrome companion to web-based Wealthbox CRM for financial advisors.
Features
- Create new Contacts.
- View a Contact's details.
- Add notes to client records.
- View a Contact's activity history.
- Save an email to Wealthbox.
- Send + Save an email to Wealthbox.
- Deep link to a Contact Record page in Wealthbox.
How to install Wealthbox CRM for Chrome?
You could download the latest version crx file or older version files and install it.
Preview of Wealthbox CRM for Chrome
Technical Features:
- Latest Version: 1.1.44
- Requirements: Windows Chrome, Mac Chrome
- License: Free
- Latest update: Saturday, April 15th, 2023
- Author: wealthbox
Wealthbox CRM for Chrome Available languages:
English.
FAQ
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What about others talk about wealthbox crm for chrome chrome extension?
57% user give 5-star rating, 29% user give 3-star rating, 14% user give 2-star rating. Read reviews of wealthbox crm for chrome
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How could i get help if there is something wrong with wealthbox crm for chrome chrome extension?
You could find more help information from wealthbox crm for chrome support page.
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How could i contact the developer of wealthbox crm for chrome chrome extension?
You could send emails to publisher, or check publisher's website.
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What privacy data wealthbox crm for chrome chrome extension collect?
- Personally identifiable information
- Authentication information
- Personal communications
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What are the required permissions for extensions?
- storage
- *://mail.google.com/mail/*
- *://outlook.office365.com/*
- *://outlook.office.com/*
More about manifest_file of wealthbox crm for chrome.
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How could i report abuse of wealthbox crm for chrome chrome extension?
You could click to report abuse of wealthbox crm for chrome.
Reviews of wealthbox crm for chrome:
Works well when it works. It's no longer showing up in my inbox though.
mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.
From time to time it won't load. Not good if all your business depends on it