Wealthbox + Nerve

Find Contact

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

Find Task

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

Create Contact

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

Create Note

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

Create Project

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

Add Member to Household

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

Create Household

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

Create Event

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

Create Opportunity

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

Create Task

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

Start Workflow

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