Use Qollabi with Wealthbox CRM
Management ToolsCRM
Qollabi & Wealthbox CRM integration
About Qollabi
Easy to use Business Relationship Management Software to plan, collaborate and measure indirect sales relationships with intermediaries, resellers and brokers.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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Collaborate digitally with your ecosystem of channel partners, branches, brokers, resellers or agents.
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