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Wealthbox CRM description
Wealthbox CRM is a popular customer relationship management tool built specifically for financial advisors working in firms of all sizes. Its clean design and easy-to-use interface make it simple for advisors to manage client details, track communications, build sales pipelines, and collaborate with their teams. Wealthbox CRM also boasts a wide range of integrations with other financial software.
Who is Wealthbox CRM best for
Wealthbox CRM is a user-friendly CRM designed for financial advisors. Users praise its intuitive interface and clean design, especially its email integration and relevant features. However, some dislike the occasional email integration failures and limited workflow customization. Ideal for small to midsize firms seeking a purpose-built CRM.
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Best for small to mid-sized financial advisory firms.
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Specifically designed for the financial services industry.
Wealthbox CRM features
| Supported Wealthbox CRM allows logging calls, emails, and meetings with investors. |
| Supported Wealthbox CRM allows storing and managing investor contact information. |
| Supported Wealthbox CRM offers account and opportunity management tools, including opportunity tracking and pipelines. |
| Supported Wealthbox CRM integrates with email clients via Wealthbox Mail and third-party tools like Zapier. |
| Supported Wealthbox CRM supports customizable workflow automation, which can be triggered by various events. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Wealthbox CRM reviews
We've summarised 101 Wealthbox CRM reviews (Wealthbox CRM G2 reviews) and summarised the main points below.
- User-friendly and intuitive interface praised for ease of use.
- Clean, modern design appreciated.
- Purpose-built for financial advisors with relevant features.
- Wide range of integrations with other financial software.
- Strong email integration with open/read tracking and templates (when working).
- Email integration failures are a common complaint.
- Charging existing customers for new features is criticized.
- Lack of advanced staff management features, like follow-up and auto-notifications.
- Workflows can be clunky and hard to manage.
- Limited customization for workflows and reporting.
Wealthbox CRM pricing
The commentary is based on 10 reviews from Wealthbox CRM G2 reviews.
Wealthbox CRM offers a valuable price point for its powerful features, especially for financial advisors. While some users mention it as being a bit expensive, most feel it's worth the cost compared to other CRMs, offering a good balance of affordability and functionality.
Users sentiment
See the Wealthbox CRM pricing page.
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Wealthbox CRM has a free trial.
Basic
Starter CRM
Pro
Core CRM Features
Premier
Advanced Features for Power Users
Enterprise
Customizable, Multi-Workspace
Wealthbox CRM alternatives
AumniBetter for venture capital and private equity firms needing portfolio management and reporting automation. Aumni is growing faster.Read more
NMI MRMBetter for payment processors needing merchant management. A Wealthbox CRM alternative, NMI MRM offers automated underwriting and lead management. User reviews highlight helpful customer support, but note the new UI is less user-friendly.Read more
S&P Capital IQ ProBetter for investment research professionals seeking comprehensive financial data on public companies. Not designed for financial advisors managing client relationships.Read more
VALUTICOBetter for company valuation and financial modeling. A Wealthbox CRM alternative geared towards M&A advisory and investment management. Provides access to a database of private company transactions and industry multiples.Read more
AdvisorEngine CRMHas less momentum. More difficult to use, especially for customization. Email functionality considered clunky. Fewer integrations.Read more
Wealthbox CRM FAQ
What is Wealthbox CRM and what does Wealthbox CRM do?
Wealthbox CRM is a user-friendly CRM designed for financial advisors. It offers contact management, opportunity tracking, workflow automation, and integrations with other financial software. While praised for its clean design and ease of use, some users have reported issues with email integration and limited customization.
How does Wealthbox CRM integrate with other tools?
Wealthbox CRM integrates with numerous financial planning tools, email clients (via Wealthbox Mail and Zapier), and other software using Zapier. This connectivity allows advisors to streamline workflows and manage client data efficiently.
What the main competitors of Wealthbox CRM?
Wealthbox CRM competes with other CRM solutions for financial advisors, such as Hubly, as well as more general CRMs like Pipedrive. Alternatives also include portfolio management software like Aumni and market intelligence platforms like AlphaSense.
Is Wealthbox CRM legit?
Wealthbox CRM is a legitimate CRM designed for financial advisors. It's known for its user-friendly interface and integrations with financial software. However, some users have reported issues with email integration and additional charges for new features.
How much does Wealthbox CRM cost?
Wealthbox CRM pricing starts at $59 per user per month for the Basic plan. The Pro plan is $75, and the Premier plan is $99 per user per month. Enterprise plan pricing is available upon request. A free trial is available.
Is Wealthbox CRM customer service good?
Wealthbox CRM's customer service receives mixed reviews. Some users praise the helpful and responsive support team, particularly during onboarding and migration. Others express frustration with a lack of live support, unhelpful responses, and difficulty getting issues resolved.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.