# Compare Less Annoying CRM vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Less Annoying CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/118921-175666/Less-Annoying-CRM-vs-Wealthbox --- # Less Annoying CRM vs Wealthbox Features and Cost Comparison Last updated June 3rd, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Less Annoying CRMWealthbox2/4 selected [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting Price $15.00/month Value-for-Money 4.9 Functionality 4.5 Ease of Use 4.9 Customer Service 4.9 Reviews Sentiment Based on [653 reviews](#user-reviews) Positive 636 Neutral 12 Negative 5 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Financial CRM Software 33 / 44 Only Less Annoying CRM - Sales Reports - Task Scheduling - Team Assignments Best performer 34 / 44 Only Wealthbox - Campaign Management - Email Marketing - Email Templates User satisfaction User satisfaction 4.8 User reviews[653](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Ease of use 4.9 Functionality 4.5 Value for money 4.9 Customer support 4.9 User satisfaction 4.7 User reviews[146](https://www.capterra.com/p/175666/Wealthbox/reviews/) Ease of use 4.8 Functionality 4.4 Value for money 4.7 Customer support 4.5 Price starts from Price starts from $15Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for For small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after 30-day free trial Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons SL Steve L. Business Development Representative > "This service simply is fantastic for a sales rep. If you use a business card app, I use cam card, you can simply scan the card and..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7064187) VR Verified Reviewer Founder and CEO > "When we needed to look for a CRM we quickly became very frustrated with complex CRM systems and their high prices." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7100661) Ty K. Commercial Mortgage Broker > "I also like the intake form that I was also able to set up on my own and use it with my website." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7158989) JA Josh A. Co-founder, VP of Marketing > "System was too simplistic, didn't provide robust categorization, reporting and overall organizing leads, contacts, deals, etc." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6569750) KG Krista G. VP > "I really like the ability to assign tags/create groups withint the platform." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7137205) KG Krista G. VP > "I do not like that Less Annoying does not have a legitimate work flow/project tracker." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7137205) VR Verified Reviewer Sales administrator > "Their customer support is also excellent—friendly, responsive, and genuinely helpful. If you’re looking for a CRM that keeps things..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548) CG Chris G. Business Intermediary > "Many competitors claim to be simple and they over complicate and never take a call." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829) JD Julian D. Founder > "A well-rounded CRM for everyday use that improves my ability to keep track of clients without getting in the way of productivity." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6463759) DW David W. Sales and Marketing Manager > "I'd love to be able to put pricing in there but at this point LACRM won't manage things like pricing for product and services. " [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6395085) VR Verified Reviewer Sales administrator > "What stands out most is how reliable and intuitive it is for managing contacts, tasks, and pipelines." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548) CJ Chris J. Managing Partner > "My use case does not support a system-wide change." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7063124) LP Lisa P. Realtor > "I think the pricepoint is great for what you get, and the user experience and customer service are simple and easy." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7154838) Chris G. Agent > "I am not smart enough to really manipulate it to its full potential LOL!" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7148503) VR Verified Reviewer Sales administrator > "It’s a CRM that truly lives up to its name and makes day-to-day workflow simpler rather than more stressful." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548) NS Nikos S. Sales engineer > "Doesn't work with syncing the replied emails to the customer" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6731419) KL Kimberly L. Sr Sales Director > "Its a great value for its money, customer support is top notch and i am now doing a customer newsletter thru them using Mailchimp." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7022249) RD Richard D. Managing Director > "As their same suggests, this CRM is truly "less annoying" to learn and navigate." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6659252) LV Luan V. Technical Import Sales Representative > "My overall experience is that they are friendly, low priced for high quality system, easy to understand software, highly..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6497740) YH Yongmei H. Operations Manager > "We integrate MailChimp with Less Annoying to send emails and this integration is bit of headache." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6018235) BB Betty B. Customer Service > "We are able to enter leads and contact information provided from trade shows and events that we sponsor and capture this information..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5000533) WM Wendy M. Chief Energy Officer > "The fact that I can't do bulk tasks i.e. apply a task to multiple contacts" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6124047) AO Andrew O. CEO > "Very streamlined product, basically every feature I need for running a small startup, and super simple setup." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6541014) CE Casey E. Product Manager > "I didn't like learning how to use the new UI (at the time)Custom email was tricky at first." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4902665) Jason H. Chief DreamWeaver > "I recommend this for all those who want a purpose build tool that does what it says it will do and gives you the flexibility to..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6639283) AS Abi S. Director > "I want a visual way to see at a glance what events and tasks are coming up, and I don't believe I can get this from LACRM, so I am..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3847022) Christopher A. Owner > "It is extremely flexible and easy to build to work well with your specific needs in mind." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7104177) Joel B. Administrative Secretary > "It doesn't integrate accounting software such as QuickBooks and FreshBooks and also project management software like Trello." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4647129) CJ Chris J. Managing Partner > "The ease of structure, the stability, and runs very fast (both desktop and mobile) with no fuss." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7063124) KD Kevin D. Executive Coach | Partner > "You can't bulk update contacts, so have to occasionally go through a merge contacts that get duplicated." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4681490) DW Dee W. Director > "I love that I can colour code appointments and that has been built into our processes, so anyone can look at the diary and at a..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6094872) MD Marylynn D. Project Manager > "I really, really wish there was a pre-export filter for things like 'do not mail' and do not email' that could e assigned to..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699763) Stephen M. owner and travel consultant > "Less Annoying CRM is quite flexible and easy to use." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7143157) AG Avery G. Owner > "I get pushback often from people who are offended that they have to enter data other than contact, into the platform." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4773352) TB Thomas B. owner > "LACRM allowed me ample customization without imposing too many restrictions on how I wanted to set up and use my CRM. When I..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4988955) John F. President > "I have tried many CRMs and they are often overally complex for small businesses who need fundamental features." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699122) PB Paul B. Owner > "Things work pretty much as expected and they're quick to respond with questions and suggestions if you reach out." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7007623) KB Keith B. Principal > "The only small t hing I found seems to be a glitch in that if you set the phone number to create spaces like a US or Canadian number..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#SoftwareAdvice___3592304) Michael M. President > "It was so easy I never even needed to use Help to figure out how to do things." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7074817) AG Avery G. Owner > "In other words, they don't want to be held accountable or document their activities." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4773352) LC Lee C. Sales Rep And Consultant > "I love how I can store all my leads and contacts in a really simple to use and functional database and for such a low monthly..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6341351) PH Phil H. Owner/VP Sales > "Use to run car dealerships and pay 5 figures a month for a much more complex system with inferior service and support" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2967409) KL Kevin L. Mortgage Advisor > "It was easy to learn and has excellent trainings and tips available to help you maximize it's features." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7030148) David D. Managing Director > "It lacked a lot of integrations which wasn't great." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4639811) KL Kevin L. Mortgage Advisor > "LACRM is an affordable, simple CRM for a single user." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7030148) MP Michael P. Director > "There is nothing I like least about it - I still have a little discomfort having used a previous CRM over several years working of a..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3069334) JP Johnny P. Partner > "My emails go to the relevant contact notes, my fully integrated google calendar becomes central to planning, not an afterthought." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6071801) David B. President > "Bulk email capability is not an option." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3202803) SP Sue P. Partner > "This has saved me a considerable amount of time not only in terms of creating newsletters and target email drops but also in..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5033046) MP MARC P. Owner > "The biggest con for me is the lack of reports and analytics." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#SoftwareAdvice___2980823) JP Johnny P. Partner > "The ability to build your own fields, data boxes and drop-downs makes this highly customisable." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6071801) JG John G. MD > "We spent a long time looking at CRMs, many of which were over complicated, not intuitive, and expensive." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2990571) KL Kimberly L. Sr Sales Director > "It has been easy to use, the customer service support is beyond the best out there!" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7022249) MB Michael B. President > "Does not tie into our MIS so you have to look up sales history separate." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3071539) JR Josh R. Co-Founder and CEO > "I've found LACRM to be very flexible and easy to set up for our my own needs that exist beyond sales and fundraising." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6451540) AN Anne N. Wellness and Commnunication Specialist > "The only thing I miss is an easy way to capture emails I receive." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3056122) CG Chris G. Business Intermediary > "Fantastic customer service." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829) PH Peter H. Account Manager > "No way I can attach an email to a contact when the email does not have the contacts email mentioned within the email." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2908028) CG Chris G. Business Intermediary > "Really great small company customer oriented." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829) JY Jaime Y. Assistant Company Secretary > "The customer service is second to none!" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3101208) AD Adelita D. Founder > "So easy to use, cost is great for a small business, and the team?" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7154239) JH Jennie H. Agent > "I needed cheap coming in, and I thought I would outgrow LACRM, but that has not been the case." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2403891) JS Jeff S. VP of Sales > "I would highly recommend Less Annoying CRM if you're looking for a cost-effective CRM that doesn't bog you down with a lot of what..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6757668) EW Elijah W. Realtor > "It's lack of reminder automation." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2910879) CC Charlotte C. CEO > "I'm a solo trader so I really like how using LACRM makes me feel like I have a real team behind me." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6689174) DM David M. Vice President > "The name actually makes it more annoying lol" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2327990) DW Dee W. Director > "I love that when there is a customer service need, if the first person you were talking to is on leave, then someone else reads it..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6094872) KK Ken K. National Account Manager > "At this moment I can't describe the instance that I had a problem with." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2437271) [View Reviews](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.79 (653) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Less Annoying CRM 33/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/118921/Less-Annoying-CRM/#features) Wealthbox Top features 34/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Less Annoying CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports Best Value Small Business CRMSoftware (2026)  Best Value Small Business CRMSoftware (2024)  Best Value Small Business CRMSoftware (2023)  Best Value Small Business CRMSoftware (2022)  Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Less Annoying CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Wealthbox Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Less Annoying CRM - By Less Annoying CRM - Located in United States - Founded in 2009 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $15/month Price $20/month 4.5 Features 4.4 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/118921-152373/Less-Annoying-CRM-vs-HubSpot-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) $59/month Price $39/month 4.4 Features 4.0 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox) [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $15/month Price $25/month 4.5 Features 4.4 4.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-118921/Salesforce-vs-Less-Annoying-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $15/month Price $14/month 4.5 Features 4.3 4.9 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/118921-155928/Less-Annoying-CRM-vs-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $15/month Price $7/year 4.5 Features 4.5 4.9 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/118921-204998/Less-Annoying-CRM-vs-Bigin-by-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $15/month Price $50/month 4.5 Features 4.3 4.9 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/118921-157279/Less-Annoying-CRM-vs-Dynamics-365) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $15/month Price $20/month 4.5 Features 4.3 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/118921-152769/Less-Annoying-CRM-vs-eWay-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) $59/month Price $29.9/month 4.4 Features 4.2 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/123032-175666/Nimble-vs-Wealthbox)