Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Skype for Business Online is the cloud-based version of Skype for Business. With Skype for Business in your workplace, you can also see the people you're talking to on a screen—whether they’re sitting across the table from you or at the other side of the worldSkype for Business Integrations
It's easy to connect Wealthbox CRM + Skype for Business without coding knowledge. Start creating your own business flow.