Wealthbox CRM for Chrome
Wealthbox CRM for Financial Advisors
Total ratings
4.30
(Rating count:
10)Review summary
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spammy, or outdated.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
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Recent reviews
Recent rating average:
3.60
All time rating average:
4.30
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| Date | Author | Rating | Lang | Comment |
|---|---|---|---|---|
| 2021-09-14 |  | | Works well when it works. It's no longer showing up in my inbox though. | |
| 2021-09-14 |  | | en | Works well when it works. It's no longer showing up in my inbox though. |
| 2017-07-18 |  | | 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. | |
| 2017-07-18 |  | | en | 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. |
| 2017-06-13 | A Google user | | From time to time it won't load. Not good if all your business depends on it | |
| 2017-06-13 |  | | en | From time to time it won't load. Not good if all your business depends on it |
| 2016-07-06 |  | | Wealthbox & this extension are everything RedTail's Tailwag were supposed to be! | |
| 2016-07-06 |  | | en | Wealthbox & this extension are everything RedTail's Tailwag were supposed to be! |
| 2016-06-16 |  | | Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all. | |
| 2016-06-17 |  | | en | Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all. |
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