Description
Wealthbox is one such rare CRM software which provides mobile app to work when you are on commute. This is one of the best user interface software and one can use it without any training. There are many important features of Wealthbox CRM software which made it into this top list. Michael Kitces, one of the best client relationship management advisor in the industry is works with Wealthbox to provide the customers with required supervision all the time.
Details
- Price Request for Pricing
- Company Name wealthbox crm
- Listing categories Customer & Sales / Financial CRM / Customer Relationship Management (CRM)
- Is Your Software Cloud Based? Yes-Cloud
- Customization Yes - Available
- Open Source No
Specification
API Support
Software Suites for?
Large Business, Small Business, Medium Sized Business
Mobile Support
Mobile Platform
IOS, Android
Desktop OS Support
Windows, Macintosh
Multi Language Support
Payment
Yearly Payment, Monthly payment
Technical Support
Email Support, Phone Support, Chat Support
Post New Review