Wealthbox CRM for Chrome
Wealthbox CRM for Financial Advisors
Total ratings for Wealthbox CRM for Chrome
4.30
(Rating count:
10)
Recent reviews for Wealthbox CRM for Chrome
Recent rating average:
4.00
All time rating average:
4.30
Rating filters
5 star
4 star
3 star
2 star
1 star
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. | ||
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. | ||
2017-06-13 | 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! | ||
2016-06-16 | 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. | |
2016-02-20 | Patrick Ortman | Love it. | ||
2016-02-09 | Jason Reiman | Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!! |