Wealthbox 4+

Name: Wealthbox
Author: Starburst Labs, Inc.

Starburst Labs, Inc.

- Miễn phí

Miêu tả

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.

Notable Features:

• Simple and secure login with support for Face ID, Touch ID, and Password Autofill
• Access maps on Contacts for turn-by-turn directions
• Push notifications
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Redesigned calendar for month, 4-day, and single day views
• A “Today View” that surfaces upcoming items that require your attention
• Activity Stream to view updates and collaborate
• Portfolio integrations
• 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

17 thg 9, 2024

Phiên bản 2.7.21

• Bug fixes & performance improvements

Nhà phát triển, Starburst Labs, Inc., đã cho biết rằng phương thức đảm bảo quyền riêng tư của ứng dụng có thể bao gồm việc xử lý dữ liệu như được mô tả ở bên dưới. Để biết thêm thông tin, hãy xem chính sách quyền riêng tư của nhà phát triển.