Contact Record Page
Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information.
Monitor and engage your prospects and clients on your very own social network to stay in context and keep current.
Save time and productive. Just click on a contact’s phone number in WealthDrive and our system calls out to you and your contact for an instant telephone call.
In WealthDrive you can set up special fields, text dates, and checkboxes based on your business requirements.
For each contact, task, calendar event, and opportunity in WealthDrive, you’re able to specify who can see and access this data.