Wealthbox

Create Contact

Adds a new contact with rich details (name, address, email, tags, etc.)

Create Note

Adds a note linked to a contact. Log call summaries against client records.

Create Project

Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.

Add Member to Household

Adds a member to an existing household. Link multiple contacts under one family unit.

Create Household

Creates a household record with emails, tags. Group family member contacts into one household.

Create Event

Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.

Create Opportunity

Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.

Create Task

Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.

Start Workflow

Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.

Find Contact

Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.

Find Task

Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.