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Wealthbox

Sold by : Wealthbox

What is Wealthbox?

Wealthbox is a Financial CRM solution designed for startups and agencies. Our platform offers a variety of features to simplify your financial tracking and management processes. From account alerts to expense tracking and relationship management, Wealthbox has it all in one convenient location. Stay organized and in control of your finances with Wealthbox.

Wealthbox Pricing

To receive a personalized quote

Key Features of Wealthbox

  • Contact Management
  • Task Management
  • Calendar Integration
  • Email Integration
  • Workflow Automation
  • Client Portal
  • Document Management
  • Notes And Comments
  • Opportunity Tracking
  • Pipeline Management
  • Custom Fields
  • Reporting And Analytics
  • Mobile Access
  • Team Collaboration
  • Data Import/export
  • Security And Permissions
  • Third Party Integrations
  • Activity Tracking
  • Client Communication
  • Reminders And Alerts

Specifications

Wealthbox FAQ's

The top 5 features of Wealthbox include:

  • Contact Management
  • Task Management
  • Calendar Integration
  • Email Integration
  • Workflow Automation

Wealthbox supports a variety of platforms including: Email.

Wealthbox serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Wealthbox are RedTail CRM, Doxim and FreeAgent CRM. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Wealthbox is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Wealthbox

RedTail CRM
Doxim
FreeAgent CRM
SiriusPayroll365: HMRC Payroll
FYNXT
OptSoft
Client Dispute Manager
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