You Can Also Connect Google Chat or Wealthbox CRM With 1400+ Other Apps
Google Chat
Google Chat is a communication software that helps stay in the loop with your team. With direct messages, group chat rooms, and Drive content sharing, you can communicate quickly and easily, whether you're in the same room or halfway around the world.
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!