Wealthbox CRM for Chrome

Wealthbox CRM for Financial Advisors

Wealthbox CRM for Chrome: A Must-Have for Financial Advisors

Wealthbox CRM for Chrome is an indispensable tool for financial advisors, providing an easy way to create new contacts, view contact details, and add notes to client records, all from the convenience of the Chrome browser. Users can also see a contact's activity history, save and send emails to Wealthbox, and easily reach a Contact Record page in Wealthbox. This seamless integration into your daily activities makes it an ideal companion for the web-based Wealthbox CRM system.

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Extension stats

By: https://app.crmworkspace.com

Users: 1,000+

Rating: 4.30

(10)

Version: 1.2.2 (Last updated: 2024-10-23)

Creation date: 2020-02-10

Risk impact: Very high risk impact

Risk likelihood:

Very low risk likelihood

Manifest version: 3

Permissions:

storage

Host permissions:

*://mail.google.com/mail/*
*://outlook.live.com/*
*://outlook.office365.com/*
*://outlook.office.com/*

Size: 2.89M

Email: su*****@wealthbox.com

URLs: Website ,Privacy policy

Ranking

# 26,530 ▲ 109

Other rankings

#1233 in Workflow & Planning ▲ 10

Other platforms

Method CRM (v2.1.49)

3.43

(88) 38,879+

Not available on Firefox

Not available on Edge

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Extension summary

Analyze keywords

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.

User reviews

These summaries are automatically generated weekly using AI based on recent user reviews. Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.

Pros

Great integration with Wealthbox
Heavy-hitting upgrade for Wealthbox
Fantastic functionality with no complaints

Cons

Occasionally doesn't show up in inbox
Misreads email addresses
Can't add data without logging into Wealthbox
Sometimes fails to load

Most mentioned

Works well when it works
Issues with loading and functionality
Integration with Wealthbox is valuable

User reviews

Works well when it works. It's no longer showing up in my inbox though.

Chris Rhoads, 2021-09-14

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.