Create Nimble task for new Wealthbox CRM contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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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 IntegrationsNimble is a social CRM to manage your contacts, communications, activities and sales with built-in lead scoring. Nimble also allows you to track your team’s activity from their desktop or mobile devices in real time.
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