Connect Wealthbox CRM With Your Work Chat
Stop switching between apps. Connect Wealthbox CRM to get automatic updates, collaborate on client workflows, and take action on tasks directly from your team chat.
No credit card required
14-day free trial
Set up in 5 minutes
Less Chaos, More Clarity
Get Automatic Updates
Connect Wealthbox CRM to get instant notifications and take action directly inside your chats. No more checking another app to know what's going on.
Keep Your Team in Sync
From new info to project updates, your whole team can see what's happening in one place, ensuring everyone is on the same page.
About Wealthbox CRM
Wealthbox CRM is a customer relationship management platform designed specifically for financial advisors to manage client relationships and streamline operations. The software provides a modern, intuitive interface featuring activity streams, automated workflows, and lead management tools to help advisory firms grow and collaborate efficiently.
How Zenzap Works
Zenzap is the professional work chat app that brings all your team's conversations, files, and tasks together in one place. Keep work and personal life separate and make everything easy to manage.
