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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 IntegrationsNicereply is an online customer satisfaction survey tool that helps you collect feedback, improve the quality of your service, and deliver a great customer experience. It is used by companies like MailChimp and Microsoft.
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