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.

Download

Stats

By: https://app.crmworkspace.com

View on Chrome Web Store

Users: 1,000+

Rating: 4.30 (10)

Version: 1.2.1 (Last updated: 2024-04-19)

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

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

URLs: Privacy policy

Stats date:

Chrome-Stats Rank

# 25292 ▼ 88

Other rankings

#11964 in Workflow & Planning ▲ 9

Other platforms

Not available on Firefox

Not available on Edge

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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

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.

Jim Frazin, 2017-07-18

From time to time it won't load. Not good if all your business depends on it

A Google user, 2017-06-13

View all user reviews

Safety

Risk impact

Wealthbox CRM for Chrome is very risky to use and it requires a lot of sensitive permissions. Avoid installing this extension unless you absolutely trust this publisher.