CRM & IntegrationWealth & Finance● Running at real firms now
CRM Sync
Keeps your client CRM and your team's working database in lockstep, every day.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Your CRM and the spreadsheets your team actually works from drift apart.
What it does
✦Syncs your client CRM (Wealthbox) into the team's working database (Airtable) every day
✦Keeps names, accounts, and details consistent across both
✦No more exporting and re-importing by hand
What it replaces
Manual CRM exports and stale copies.
Is it real?
Syncing a wealth-management firm's CRM today.
Want to see how this fits your business?