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Wealthbox CRM for Chrome icon

Wealthbox CRM for Chrome

Wealthbox CRM for Financial Advisors

Users1KCurrent public install base
Rating4.4Store average score
Reviews11Public review volume
Manifest versionV3Extension platform version
7-day growth0Net users gained this week
7-day growth rate0%Relative weekly velocity
Preview

Wealthbox CRM for Chrome Media preview

3 assets
Trend

User growth trend

Review user movement across collected snapshots.

User Growth Over Time

1K1K1K1K1K2026年7月6日2026年7月9日2026年7月10日Latest: 1K
Rating trend

7-day rating trend

View collected rating snapshots from the latest 7-day window to assess rating stability.

7-day rating change

Start
4.36
Latest
4.36
7-day rating change
0.00
4.264.314.364.414.462026年7月6日2026年7月9日2026年7月10日Latest: 4.36
2026年7月6日2026年7月10日
Growth overview

Daily, weekly, and monthly growth

Compare 1-day, 7-day, and 30-day net growth and growth rate.

1-day growthNo data
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7-day growthFlat
00%
30-day growthFlat
00%
Technical snapshot

Version, languages, and crawl freshness

Review publication date, version, supported languages, and crawl timestamps.

Version1.2.4
ManifestV3
Size2.33MiB
Languages1English
Published
Store updated
Last crawled
English
Overview

Product summary

Review the store description, core capabilities, and common use cases.

The Chrome companion to web-based Wealthbox CRM for financial advisors.

Features

- Create new Contacts.

- View a Contact's details.

- Add notes to client records.

- View a Contact's activity history.

Reviews

Recent review snapshot

Inspect the latest comments and rating distribution.

Store average score4.4Chrome Web Store aggregate rating, including ratings without synced review text
Synced text average4.0Average computed only from synced review bodies below
Reviews with text7Synced review bodies
Total ratings / reviews11Chrome Web Store public rating/review count

Store average score: 4.4. The bars below are calculated from synced review text only, so they may be empty for extensions that have public ratings but no synced comments yet.

5
4
4
0
3
2
2
1
1
0
Chris Rhoads2021年9月14日
3

Works well when it works. It's no longer showing up in my inbox though.

Language en
1 helpful · 0 not helpful
Jim Frazin2017年7月18日
2

mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.

Language en
0 helpful · 1 not helpful
Anonymous user2017年6月13日
3

From time to time it won't load. Not good if all your business depends on it

Language en
1 helpful · 0 not helpful
Matt Riordan2016年7月6日
5

Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!

Language en
2 helpful · 0 not helpful
Chaim Investment Advisors2016年6月17日
5

Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.

Language en
1 helpful · 0 not helpful
Patrick Ortman2016年2月20日
5

Love it.

Language en
1 helpful · 0 not helpful
Jason Reiman2016年2月9日
5

Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!

Language en
1 helpful · 0 not helpful