Wealthbox

Integration
CRM
Integration Praiz -
Wealthbox

Connect your CRM with Praiz, turn ON CRM AutofillTM

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How it works

Auto-filled CRM fields

Map your CRM properties in 1 click and Praiz will automatically update these fields in the CRM, after every call.

Powerful automations

Easily extract information from your conversations and use it to trigger advanced workflows and automations in your CRM.

Fully customizable AI Templates

Our AI Templates system can extract any data, insight or KPI, from any call or conversation, accurately & automatically.
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