With this CRM app, you can organize contacts, manage tasks, and track activities. Includes contact management, task organization, calendar support, and activity updates.
AppRecs review analysis
AppRecs rating 4.9. Trustworthiness 76 out of 100. Review manipulation risk 23 out of 100. Based on a review sample analyzed.
★★★★☆
4.9
AppRecs Rating
Ratings breakdown
5 star
89%
4 star
8%
3 star
2%
2 star
1%
1 star
1%
What to know
✓
Low review manipulation risk
23% review manipulation risk
✓
Credible reviews
76% trustworthiness score from analyzed reviews
✓
High user satisfaction
89% of sampled ratings are 5 stars
About Wealthbox
Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.
Notable Features:
• Simple and secure login with support for Face ID, Touch ID, and Password Autofill
• Access maps on Contacts for turn-by-turn directions
• Push notifications
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Redesigned calendar for month, 4-day, and single day views
• A “Today View” that surfaces upcoming items that require your attention
• Activity Stream to view updates and collaborate
• Portfolio integrations
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with iCal support
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM
Notable Features:
• Simple and secure login with support for Face ID, Touch ID, and Password Autofill
• Access maps on Contacts for turn-by-turn directions
• Push notifications
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Redesigned calendar for month, 4-day, and single day views
• A “Today View” that surfaces upcoming items that require your attention
• Activity Stream to view updates and collaborate
• Portfolio integrations
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with iCal support
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM
