Wealthbox CRM for Chrome

Chrome Web Store

by wealthbox

v1.2.4 Updated Mar 6, 2026 2.33MiB

CWS

Users

★ 4.36

11 reviews

#18416

of 207.6K

workflow

#4926 of 31.9K

✅Recently updated

Description

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.

Reviews (3 cached)

Last 12 months

★★☆☆☆2017-07-18

Jim Frazin

mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.

★★★☆☆2021-09-14

Chris Rhoads

Works well when it works. It's no longer showing up in my inbox though.

★★★☆☆2017-06-13

From time to time it won't load. Not good if all your business depends on it