Popular Wealthbox CRM + CabinPanda Workflows
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsWith CabinPanda, you can easily create online forms that work great across all devices - be it a smartphone or a computer. You can customize these forms and embed them on your website to collect information from customers, conduct surveys, and more.
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