Overview
What is Wealthbox CRM?
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.
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Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Demos
Wealthbox CRM and fpPathfinder Demo
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Product Details
- About
- Tech Details
What is Wealthbox CRM?
Wealthbox CRM Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |