ARGOS DOM
Xpath extraction extension for ARGOS STU (HTML Action)
Wealthbox CRM for Financial Advisors
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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.
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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.
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Xpath extraction extension for ARGOS STU (HTML Action)
Generates a QR code based off on what website are you or the text you input.
Voice, Video, and SMS integration for your CRM or web application.
Save time by automating your work.
Schedule Meetings, Send SMS Reminders, Mark Meetings as Completed/No Show, etc... without opening another Tab or Browser.
Click on phone numbers to call/text directly from any web site like your CRM, or sales software.
Works well when it works. It's no longer showing up in my inbox though.
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.
From time to time it won't load. Not good if all your business depends on it
Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
Love it.
Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!