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Wealthbox
104 reviews
- 1 profiles
- 1 categories
Average star rating
4.5
Serving customers since
2014
All Products & Services
Wealthbox Reviews
UF
Verified User in Financial Services
Easy and near seamless transition to Wealthbox from Redtail
Transition to Wealthbox from Redtail was quick and mostly seamless. Interface in Wealthbox makes it easy to get up to speed. Mobile app works well. Tasks and workflows are easy to use and help track productivity. Bulk CRM updates and custom fields make it easy to reconfigure the CRM. Customer support for the most part is prompt and helpful.
PB
Phil B.
Wealthbox exceeds expectations as a CRM software program
Wealthbox continues to innovate its software program, adapting to the needs of the financial services industry it serves. In addition, multiple software programs integrate seamlessly with Wealthbox, making the value of this CRM exponentially greater than it would be without these partnerships.
TN
Tamara N.
About
What is Wealthbox?
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Details
Year Founded
2014
Website
www.Wealthbox.comHunting for software insights?
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