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
Wealthbox CRM is an Android Business app developed by Wealthbox and published on the Google play store. It has gained around 1000 installs so far, with an average rating of 3.0 out of 5 in the play store.
Wealthbox CRM requires Android with an OS version of 4.0 and up. In addition, the app has a content rating of Everyone, from which you can decide if it is suitable to install for family, kids, or adult users. Wealthbox CRM is an Android app and cannot be installed on Windows PC or MAC directly.
Android Emulator is a software application that enables you to run Android apps and games on a PC by emulating Android OS. There are many free Android emulators available on the internet. However, emulators consume many system resources to emulate an OS and run apps on it. So it is advised that you check the minimum and required system requirements of an Android emulator before you download and install it on your PC.
Below you will find how to install and run Wealthbox CRM on PC:
If you follow the above steps correctly, you should have the Wealthbox CRM ready to run on your Windows PC or MAC. In addition, you can check the minimum system requirements of the emulator on the official website before installing it. This way, you can avoid any system-related technical issues.
Wealthbox CRM APK 1.1.0 | 764.96 KB | 1.1.0 |