Wealthbox CRM for Chrome

Wealthbox CRM for Financial Advisors
What is Wealthbox CRM for Chrome?
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.

Extension stats

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: Moderate 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

Other platforms

Not available on Firefox
Not available on Edge
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Extension summary

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 Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.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
Recent reviews
Works well when it works. It's no longer showing up in my inbox though.
by 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.
by Jim Frazin, 2017-07-18

From time to time it won't load. Not good if all your business depends on it
by A Google user, 2017-06-13
View all user reviews

Extension safety

Risk impact

Wealthbox CRM for Chrome requires a lot of sensitive permissions. Exercise caution before installing.

Risk likelihood

Wealthbox CRM for Chrome is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.

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Promo images

Wealthbox CRM for Chrome small promo image
Small promo image

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