Wealthbox CRM for Chrome

SUMMARY

The Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.

The latest version of Wealthbox CRM for Chrome is available on the Chrome web and is currently being used by 1,000 active users. The initial version was launched on 2020-02-10.

HOW TO INSTALL Wealthbox CRM for Chrome FROM A CRX FILE

1. Download Wealthbox CRM for Chrome CRX file
2. NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
3. In the URL bar, go to chrome://extensions
4. Enable Developer mode

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