Popular Wealthbox CRM + Relatel Workflows
When Opportunity is created in Wealthbox CRM > Update do not disturb in Relatel
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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 IntegrationsRelatel is a Danish telecommunications company that helps businesses stay connected with their customers. It offers changeover services, mobile telephony packages, subscriptions, and also mobile broadband services at an affordable rate.
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