Wealthbox CRM for Financial Advisors
Total ratings
4.30
(Rating count:
10)
Review summary
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 | Chris Rhoads | Works well when it works. It's no longer showing up in my inbox though. | ||
2021-09-14 | Chris Rhoads | en | Works well when it works. It's no longer showing up in my inbox though. | |
2017-07-18 | Jim Frazin | 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 | Jim Frazin | 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 | A Google user | en | From time to time it won't load. Not good if all your business depends on it | |
2016-07-06 | Matt Riordan | Wealthbox & this extension are everything RedTail's Tailwag were supposed to be! | ||
2016-07-06 | Matt Riordan | en | Wealthbox & this extension are everything RedTail's Tailwag were supposed to be! | |
2016-06-16 | Chaim Investment Advisors Advisors | Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all. | ||
2016-06-17 | Chaim Investment Advisors | en | Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all. |
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