Wealthbox CRM

Wealthbox CRM

Wealthbox
Mar 19, 2016
  • 765.0 KB

    Rozmiar Pliku

  • Android 4.0+

    Android OS

O Wealthbox CRM

Wealthbox CRM to aplikacja towarzyszem internetowego CRM dla doradców finansowych.

Wealthbox CRM is the companion mobile app to web-based Wealthbox CRM for financial advisors.

Features

- Activity Stream to view updates and collaborate

- 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

Pokaż więcej

What's new in the latest 1.1.0

Last updated on 2016-03-19
Updates for telephone, email, and map links.
Pokaż więcej

Filmy i zrzuty ekranu

  • Wealthbox CRM plakat
  • Wealthbox CRM screenshot 1
  • Wealthbox CRM screenshot 2
  • Wealthbox CRM screenshot 3
  • Wealthbox CRM screenshot 4
  • Wealthbox CRM screenshot 5
  • Wealthbox CRM screenshot 6
  • Wealthbox CRM screenshot 7

Stare wersje Wealthbox CRM

Wealthbox CRM 1.1.0

765.0 KBMar 19, 2016
Pobierz
APKPure ikona

Superszybkie i bezpieczne pobieranie za pośrednictwem aplikacji APKPure

Jedno kliknięcie, aby zainstalować pliki XAPK/APK na Androidzie!

Pobierz APKPure
thank icon
We use cookies and other technologies on this website to enhance your user experience.
By clicking any link on this page you are giving your consent to our Privacy Policy and Cookies Policy.
Learn More about Policies