Wealthbox CRM for Chrome

Wealthbox CRM for Chrome

Wealthbox CRM for Financial Advisors

Total ratings for Wealthbox CRM for Chrome
4.30 (Rating count: 10)
Merlin
See reviews for Wealthbox CRM for Chrome on Chrome Web Store
Recent reviews for Wealthbox CRM for Chrome
Recent rating average: 4.00
All time rating average: 4.30
Rating filters
5 star
56% (5)
4 star
0%
3 star
33% (3)
2 star
11% (1)
1 star
0%
Date Author Rating Lang Comment
2021-09-14
Chris Rhoads
Chris Rhoads
Works well when it works. It's no longer showing up in my inbox though.
2017-07-18
Jim Frazin
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
Matt Riordan
Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
2016-06-16
Chaim Investment Advisors Advisors
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
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
Patrick Ortman
Love it.
2016-02-09
Jason Reiman
Jason Reiman
Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!