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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
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Wealthbox CRM Categories on G2
Filter for Features
Content
Automation | Automates some or all operation related tasks 49 reviewers of Wealthbox CRM have provided feedback on this feature. | 80% (Based on 49 reviews) |
Platform Additional Functionality
Pre-Built Connectors | Provides useful pre-defined data connections to important external systems and applications. This feature was mentioned in 46 Wealthbox CRM reviews. | 83% (Based on 46 reviews) | |
Dashboard | Has a centralized dashboard for users to interact with 58 reviewers of Wealthbox CRM have provided feedback on this feature. | 88% (Based on 58 reviews) | |
Cloud | Based on 49 Wealthbox CRM reviews. Provides a cloud based version of the platform | 87% (Based on 49 reviews) | |
Mobility | Based on 52 Wealthbox CRM reviews. Is accessible from a mobile device and by users on the go. | 85% (Based on 52 reviews) | |
Messaging | Contains in-application messaging abilities This feature was mentioned in 37 Wealthbox CRM reviews. | 76% (Based on 37 reviews) |
Platform Reporting and Analytics
Reporting | Provides analytics tools that reveal important business metrics and track progress. This feature was mentioned in 50 Wealthbox CRM reviews. | 74% (Based on 50 reviews) | |
Forecasting | Provides sales forecasting and modeling capabilities based on historical data. This feature was mentioned in 31 Wealthbox CRM reviews. | 63% (Based on 31 reviews) |
Customer Support
Case Management | Based on 47 Wealthbox CRM reviews. Contains customer request handling functionality and issue tracking. | 84% (Based on 47 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. This feature was mentioned in 46 Wealthbox CRM reviews. | 82% (Based on 46 reviews) | |
Knowledge Base | An information repository for customers to get self-service answers to their questions. 49 reviewers of Wealthbox CRM have provided feedback on this feature. | 84% (Based on 49 reviews) | |
Support Analytics | Based on 34 Wealthbox CRM reviews. Allows users to conduct analysis on support activities. | 82% (Based on 34 reviews) |
Marketing Automation
Campaign Management | Provides email marketing campaign management functionality. This feature was mentioned in 29 Wealthbox CRM reviews. | 71% (Based on 29 reviews) | |
Lead Management | Based on 42 Wealthbox CRM reviews. Contains lead tracking and management capabilities. | 79% (Based on 42 reviews) | |
Marketing Analytics | Contains analysis tools to provide insights on marketing campaign effectiveness. 29 reviewers of Wealthbox CRM have provided feedback on this feature. | 67% (Based on 29 reviews) |
Sales Force Automation
Pipeline Management | Manages sales pipelines from prospecting to close. 49 reviewers of Wealthbox CRM have provided feedback on this feature. | 79% (Based on 49 reviews) | |
Task Management | Based on 51 Wealthbox CRM reviews. Manages sales force tasks, assigning tasks and distributing work. | 90% (Based on 51 reviews) | |
Product and Price List Management | Based on 22 Wealthbox CRM reviews. Contains a product catalogue and price list for salespeople to pull from. | 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 | As reported in 24 Wealthbox CRM reviews. Manages the entire contract process, from creation and negotiation to signing. | 77% (Based on 24 reviews) |
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