# 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 April 21st, 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 (652)](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 (652)](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 [652 reviews](#user-reviews) Positive 635 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 ## Not a match? 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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) 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) 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) 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) 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) 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 > "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) 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) 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) 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) 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) 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) 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) 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 customizable..." [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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 launched..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4988955) 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 contacts..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699763) 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) 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) PR Paula R. Parish & Community Outreach Coordionator > "CRM helps organize information so that work is done efficiently. Because of the ability to enter other persons communications,..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4894952) 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) 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) LF Lauron F. Project Manager > "We are getting a lot of use out of the email integration feature." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6846137) 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) 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) 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) JSS Jason Schlabach S. Eastern Sales Representative > "They keep adding great features!! Like emails log automatically!!" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6835307) 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) EW Elijah W. Realtor > "It's lack of reminder automation." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2910879) 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) 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) 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) 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/) 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) 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) 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) 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) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) 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) 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) 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) 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) 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) 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) 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 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 CRM..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) 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) 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) 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) 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 tech..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) 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) 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) 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) 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) 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) 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) 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) 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) 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) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) 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) 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) 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) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) 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) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) 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) 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) 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) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) 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) 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) 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) 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 [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) 4.79 (652) [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 5 Capterra Shortlist reports Best Value CRMSoftware (2026)  Best Value CRMSoftware (2025)  Best Value CRMSoftware (2024)  Best Value CRMSoftware (2023)  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 (652)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,783)](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 [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 (652)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](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 [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 (652)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,974)](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 [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](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 (652)](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 (731)](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 [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,974)](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 (652)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,823)](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/)[4.52 (4,458)](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 (652)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](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)