下载 APKPure App
可在安卓获取Wealthbox CRM的历史版本
Wealthbox CRM是同伴的应用程序，以网络为基础的客户关系管理的金融顾问。
Wealthbox CRM is the companion mobile app to web-based Wealthbox CRM for financial advisors.
Features
- Activity Stream to view updates and collaborate
- Contact Management to track notes about clients
- Task Management to organize your practice
- Calendaring with iCal support
- Opportunity Management to manage business
- Project Management to organize anything
- Full data sync with web-based Wealthbox CRM
最新版本1.1.0更新日志
Last updated on 2016年03月19日
Updates for telephone, email, and map links.
翻译中...
Wealthbox CRM
1.1.0 by Wealthbox
2016年03月19日