Create Wealthbox CRM task for new Checkvist list
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 IntegrationsCheckvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.
See Checkvist IntegrationsMost upvoted product of the month
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