Wealthbox CRM + Donately Integration
Integrately lets you integrate Wealthbox CRM and Donately instantly - without any learning curve.
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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 IntegrationsDonately is a simple, powerful fundraising platform that makes it easy to collect and manage donations. Whether you're raising money for a charity, a non-profit, or a personal cause, Donately has the tools and resources you need to succeed.
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