Wealthbox offers different workspace capacities based on the subscription plan to suit its users' varied needs. Below, we detail how workspaces function within the platform, the limits across different plans, and guidance for expanding workspace access.
Workspace Functionality in Wealthbox
Workspaces in Wealthbox are collaborative environments where users can manage tasks, contacts, and other CRM functionalities. The availability and number of workspaces depend on your subscription plan. Unlike installations or the number of users, the workspace limit applies to the account level.
Expanding Workspace Access
If your current plan does not meet your workspace needs, you can increase access by upgrading to a higher-tier plan. Upgrading from Pro to Premier, for instance, unlocks unlimited workspaces. Pricing and availability for these upgrades vary and are subject to change. For the most accurate and up-to-date information regarding plan comparisons and limitations, please look at the official Wealthbox Pricing page.
Recommendations and Next Steps
- Review your current usage to determine if the workspace capacity on your plan is sufficient.
- Consider your workflow and team requirements to decide if an upgrade is necessary.
- Visit the Wealthbox pricing plan page for detailed cost breakdowns and additional features available with plan changes.
By aligning your subscription plan with your workspace needs, you can enhance collaboration and functionality within Wealthbox.