Create Wealthbox CRM task for new Kanban Tool 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 IntegrationsKanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.
See Kanban Tool IntegrationsMost upvoted product of the month
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