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Check How Wealthbox can help to automate Indian Business. Techimply provide their list of features, pricing, Free demo and Comparison with the best alternative
Pricing of Wealthbox
- 1 CRM Workspaces
- 1 Opportunity Pipelines
- 2-Factor Authentication
- 2 GB File Storage
- Activity Stream
- Administrative Controls
- Bank-Level Security
- Bcc Email Forwarding
- Calendar
- Compliant Note Archiving
- Contact & Household Management
- Contact Segmentation Tags
- Coworker Notifications
- CRM Migration Assistance
- Customer Support Help Desk
- Custom Fields
- Customizable Groups
- Daily Task Digest
- Data Portability
- Knowledge Base Q&A
- Live Help
- Mobile App Companion
- Opportunity Kanban Boards
- Opportunity Management
- P
- 2-Factor Authentication
- 3 CRM Workspaces
- 5 GB File Storage
- 5 Opportunity Pipelines
- Activity Stream
- Administrative Controls
- API Access
- Bank-Level Security
- Bcc Email Forwarding
- Broadcast Email
- Calendar
- Chrome Extension for Gmail
- Compliant Note Archiving
- Contact & Household Management
- Contact Segmentation Tags
- Coworker Notifications
- CRM Migration Assistance
- Customer Support Help Desk
- Custom Fields
- Customizable Groups
- Daily Task Digest
- Data Portability
- Email Link Tracking
- Email Open Tracking
- 10gb File Storage
- 10 Opportunity Pipelines
- 2-Factor Authentication
- 5 CRM Workspaces
- Activity Stream
- Administrative Controls
- API Access
- Bank-Level Security
- Bcc Email Forwarding
- Broadcast Email
- Calendar
- Chrome Extension for Gmail
- Compliant Note Archiving
- Contact & Household Management
- Contact Segmentation Tags
- Coworker Notifications
- CRM Migration Assistance
- Customer Support Help Desk
- Custom Fields
- Customizable Groups
- Daily Task Digest
- Data Portability
- Email Link Tracking
- Email Open Tracking
- 20 GB File Storage
- 2-Factor Authentication
- Activity Stream
- Administrative Controls
- API Access
- Bank-Level Security
- Bcc Email Forwarding
- Broadcast Email
- Calendar
- Chrome Extension for Gmail
- Compliant Note Archiving
- Contact & Household Management
- Coworker Notifications
- CRM Migration Assistance
- Customer Support Help Desk
- Custom Fields
- Customizable Groups
- Daily Task Digest
- Data Portability
- Dedicated Account Manager
- Email Link Tracking
- Email Open Tracking
- Email Templates and Themes
- Enterprise Implemen
Key Features of Wealthbox
Key Features:
Key Specification
| Other Categories: | Financial CRM Software |
|---|---|
| Deployment: | Cloud Hosted,On Premise,Any,Hybrid |
| Customer Support: | Email,Live Chat |
| Customization: | |
| Languages Support: | English |
Who uses Wealthbox
StartUps
SMEs
Agencies
Enterprises
Company Details
| Company Name: | Starburst Labs |
|---|---|
| Headquarter: | United States |
| Social Media: |
Most Popular Software
Alternative
User Reviews
Frequently Asked Questions (FAQs)
The user group of Wealthbox are as follows :
- Startups
- SMEs
- Agencies
- Enterprises
Wealthbox has 4 plans,
- Basic USD 49.00 Per Month
- Pro USD 59.00 Per Month
- Premier USD 79.00 Per Month
- Enterprise USD
Wealthbox is allowed 0 Days Free Trial.
The key featuers of Wealthbox are as follows :
- Relationship Tracking
- Contact Management
- Lead Management
- Activity Dashboard
- Alerts/Notifications
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Pipeline Management
Wealthbox pricing model : Yearly,Monthly,Onetime(Perpetual License)
Wealthbox is Cloud Hosted,On Premise,Any,Hybrid Software.
Wealthbox offers Email,Live Chat support.
Wealthbox provides Blogs,Help Guides,Webinars,Video Guides for the software training.
