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 / Customer Relationship Management (CRM) / Financial CRM
- Open Source No
- Customization Yes - Available
- Is Your Software Cloud Based? Yes-Cloud
Specification
Software Suites for?
Small Business, Medium Sized Business, Large Business
API Support
Is it cloud based?
Technical Support
Phone Support, Chat Support, Email Support
Payment
Yearly Payment, Monthly payment
Multi Language Support
Desktop OS Support
Windows, Macintosh
Mobile Platform
IOS, Android
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