Wealthbox CRM Features
What are the features of Wealthbox CRM?
Content
- Automation
Platform Additional Functionality
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
Platform Reporting and Analytics
- Reporting
- Forecasting
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
Marketing Automation
- Lead Management
Sales Force Automation
- Pipeline Management
- Task Management
Top Rated Wealthbox CRM Alternatives
(134)
4.5 out of 5
Visit Website
Sponsored
Wealthbox CRM Categories on G2
Filter for Features
Content
Automation | As reported in 48 Wealthbox CRM reviews. Automates some or all operation related tasks | 79% (Based on 48 reviews) |
Platform Additional Functionality
Pre-Built Connectors | Based on 45 Wealthbox CRM reviews. Provides useful pre-defined data connections to important external systems and applications. | 82% (Based on 45 reviews) | |
Dashboard | Has a centralized dashboard for users to interact with 57 reviewers of Wealthbox CRM have provided feedback on this feature. | 87% (Based on 57 reviews) | |
Cloud | Provides a cloud based version of the platform This feature was mentioned in 48 Wealthbox CRM reviews. | 86% (Based on 48 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. This feature was mentioned in 51 Wealthbox CRM reviews. | 85% (Based on 51 reviews) | |
Messaging | Based on 36 Wealthbox CRM reviews. Contains in-application messaging abilities | 75% (Based on 36 reviews) |
Platform Reporting and Analytics
Reporting | Based on 49 Wealthbox CRM reviews. Provides analytics tools that reveal important business metrics and track progress. | 73% (Based on 49 reviews) | |
Forecasting | Based on 30 Wealthbox CRM reviews. Provides sales forecasting and modeling capabilities based on historical data. | 62% (Based on 30 reviews) |
Customer Support
Case Management | As reported in 46 Wealthbox CRM reviews. Contains customer request handling functionality and issue tracking. | 83% (Based on 46 reviews) | |
Customer Support Portal | A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. 45 reviewers of Wealthbox CRM have provided feedback on this feature. | 82% (Based on 45 reviews) | |
Knowledge Base | Based on 48 Wealthbox CRM reviews. An information repository for customers to get self-service answers to their questions. | 84% (Based on 48 reviews) | |
Support Analytics | As reported in 33 Wealthbox CRM reviews. Allows users to conduct analysis on support activities. | 82% (Based on 33 reviews) |
Marketing Automation
Campaign Management | As reported in 29 Wealthbox CRM reviews. Provides email marketing campaign management functionality. | 71% (Based on 29 reviews) | |
Lead Management | As reported in 41 Wealthbox CRM reviews. Contains lead tracking and management capabilities. | 78% (Based on 41 reviews) | |
Marketing Analytics | Contains analysis tools to provide insights on marketing campaign effectiveness. This feature was mentioned in 29 Wealthbox CRM reviews. | 67% (Based on 29 reviews) |
Sales Force Automation
Pipeline Management | Manages sales pipelines from prospecting to close. 48 reviewers of Wealthbox CRM have provided feedback on this feature. | 78% (Based on 48 reviews) | |
Task Management | Based on 50 Wealthbox CRM reviews. Manages sales force tasks, assigning tasks and distributing work. | 90% (Based on 50 reviews) | |
Product and Price List Management | Contains a product catalogue and price list for salespeople to pull from. 22 reviewers of Wealthbox CRM have provided feedback on this feature. | 67% (Based on 22 reviews) | |
Quote and Order Management | Provides custom quote creation functionality. 20 reviewers of Wealthbox CRM have provided feedback on this feature. | 68% (Based on 20 reviews) | |
Contract Management | Manages the entire contract process, from creation and negotiation to signing. This feature was mentioned in 24 Wealthbox CRM reviews. | 77% (Based on 24 reviews) |
