Create Wealthbox CRM task for new VivifyScrum checklist
This automation will help you stay organized and make sure that no steps are forgotten.
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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 IntegrationsVivifyScrum is an all-in-one solution that helps you collaborate effortlessly, track time, and manage teams. You can also improve your productivity with its Scrum & Kanban boards, invoicing, and more.
See VivifyScrum IntegrationsMost upvoted product of the month
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