# Compare Copper vs Wealthbox 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Copper and Wealthbox based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/141642-175666/Copper-vs-Wealthbox

---

# Copper 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:

CopperWealthbox2/4 selected

[Copper](https://www.capterra.com/p/141642/Copper/)[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

[Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/)

[## Copper](https://www.capterra.com/p/141642/Copper/)[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting Price

$12.00/month

Value-for-Money

4.1

Functionality

4.1

Ease of Use

4.5

Customer Service

4.3

Reviews Sentiment

Based on [622 reviews](#user-reviews)

Positive

545

Neutral

39

Negative

38

[## 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

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## Summary

* * *

Key features rated by users

Features selected based on 2,737 reviews from small business crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

69%Fit

Not enough reviews

Feature ratings

Contact Management

4.4

For Small Businesses

\--

Sales Pipeline Management

4.4

Lead Management

4.2

Reporting/Analytics

3.8

\--%Fit

Missing features

Not enough reviews

Feature ratings

Contact Management

4.0

For Small Businesses

NA

Sales Pipeline Management

NA

Lead Management

\--

Reporting/Analytics

NA

User satisfaction

User satisfaction

4.4

User reviews[622](https://www.capterra.com/p/141642/Copper/reviews/)

Ease of use

4.5

Functionality

4.1

Value for money

4.1

Customer support

4.3

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

$12Per User, Per Month

-   Free version
-   Free trial

Price starts from

$59Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

For small and medium-sized businesses on Google Workspace looking for a CRM that automates repetitive tasks and integrates with the tools they already use, such as Gmail, Mailchimp, and Slack.

Best for

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

## User reviews

Pros & cons

DH

Deborah H.

Sales

> "My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6515847)

AA

Anna A.

Head of Sales

> "The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "In addition to the typical CRM features and functions, it performs better and faster. Although there are less..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

AA

Anna A.

Head of Sales

> "We haven’t been using Copper for over 3 years, but the subscription kept auto-renewing. When I reached out to..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

JM

Jovy M.

Program Coordinator

> "I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6612033)

ZR

Zach R.

VP Of Sales and Marketing

> "Lack of templates for emails or sending estimates through it. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6851323)

RD

Rich D.

Managing Director

> "The connection to everyone's email is a huge time-saver, and it's extremely helpful to review something in my..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6655278)

JC

James C.

Customer Success Manager

> "Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6647231)

JC

James C.

Customer Success Manager

> "It is highly customizable, allowing my to create a unique workflow for my needs."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6647231)

SR

Sarah R.

VP, Client Relations

> "I can't merge duplicate companies without scrolling through the entire list."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7045518)

RD

Rich D.

Managing Director

> "We use Google Workspace, and the integration has been seamless, especially regarding our calendar sync."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6655278)

RD

Rodolfo D.

Partner Manager

> "I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6504228)

JM

Jovy M.

Program Coordinator

> "It's extremely useful for organizing the hundreds of projects I oversee so whenever I have a call with this..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6612033)

PS

Paul S.

Owner

> "I wish I had more control over automatons, this isn't as much as a dislike than it is a wish I had."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7038734)

Luz mary R.

teacher

> "Automating tasks has greatly improved my efficiency and I am able to set up custom reminders and workflows to..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

RH

Richard H.

Director of New Business

> "It doesn't allow me to customize the product as much as I'd like. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

Luz mary R.

teacher

> "As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "Does not have ability to see if client has opened the email."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

DB

David B.

CEO Design Principle

> "I have had a good experience with Copper. Since my firm runs on Google workspace it is a seamless experience."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6848661)

DL

Dulce L.

Legal Assistant

> "My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5042202)

CH

Cecilia H.

VP of Economic Development

> "It's very straight forward and has decent functionality for a small business that isn't ready for an expensive,..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6645268)

DD

Dennis D.

Project Manager

> "A bit fussy about searching for a name if spelling is incorrect"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6616615)

EG

Erin G.

Sales Operations Specialist

> "My company uses Copper because it integrates seamlessly with Gmail."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549529)

AA

Anna A.

Head of Sales

> "Inability to cancel easily."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

Andrea Yarlyn Q.

owner

> "I really like it, I can set reminders, set tasks and easily track the progress of my sales opportunities, all..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5046772)

AH

Amber H.

Business Development Manager

> "There seems to be some holes in analyzing data."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6608398)

Celeste M.

Head of Partnerships

> "Copper helps create an easy follow-up and sales process while being cheaper than most CRMs"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603641)

JZ

Jon Z.

Director of Sales

> "the customer service is slower than before and literally no one wants to talk to a bot"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6649742)

BS

Bethany S.

Finance Coordinator

> "I can see the interactions my colleague have with customers and it is very customizable"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6804673)

JH

Jonathan H.

National HELOC Executive

> "Seems to fall behind in functionality compared to industry leaders like Salesforce"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603417)

RH

Richard H.

Director of New Business

> "There's, quite literally, no real learning curve to speak of, yet it is very powerful and let's me get things..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

JM

James M.

Head of Marketing

> "The livechat feature isn't live."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549067)

DB

Doug B.

VP of Engineering

> "It definitely has made organizing & monitoring opportunities easier than our previous process."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6651196)

DL

Dulce L.

Legal Assistant

> "The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5042202)

SR

Sarah R.

VP, Client Relations

> "I love the task manager and ease of keeping track of contacts."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7045518)

AH

Amber H.

Business Development Manager

> "Not the easiest thing to do."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6608398)

DB

David B.

CEO Design Principle

> "It has given me clarity abut my pipeline."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6848661)

Anuj N.

Marketing Supervisor

> "Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4610909)

AM

Amy M.

Business Development rep.

> "I like the user friendly access you have to your complete sales funnel at any given time or place."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6744263)

PS

Pratham S.

Mean Stack Developer

> "I don't like that we don't get analytics or the opportunity to plan a follow-up based on the recipient's..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4609611)

CK

Clayton K.

Territory Manager

> "Copper is great because it integrates really well with google and the google suite."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603342)

YE

Yolandi E.

CEO

> "Nothing to get excited about, if it wasn't for the client who insisted on using it, I wouldn't even have thought..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5006496)

JZ

Jon Z.

Director of Sales

> "simple UI, good integration market for automating related tools"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6649742)

RF

Ramiro F.

Operations Coordinator

> "The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4229889)

NG

Nikki G.

Director of Coach Development

> "It works so seamlessly that I have never even needed tech support. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6607338)

VR

Verified Reviewer

Sales Manager

> "Bugs, data exportation have dates configured as text and I can't change date format (DD/MM/YY), no Portuguese..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3341454)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "Great pricing for the small business owners"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

Glena Cristina A.

Directora ingenieria producto

> "sometimes the search for contacts can be a bit slow."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4775940)

JM

James M.

Head of Marketing

> "It's cost effective and much cheaper than the alternatives"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549067)

MAB

Marc-Antoine B.

Manager, booking agent, label manager, PR

> "I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3021901)

RD

Rodolfo D.

Partner Manager

> "Of course there are more features that I need to explore."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6504228)

RW

Roger W.

Owner

> "Which dumb-ass executive wakes up one day and takes away customer service!!!"

[See full review](https://www.capterra.com/p/141642/Copper/#SoftwareAdvice___4004021)

MG

Monique G.

Administrative Assistant

> "Exporting tools are very useful."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

VR

Verified Reviewer

Director

> "Some features are lacking like only one email for leads when persons can have many."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3010211)

MG

Monique G.

Administrative Assistant

> "Easy to use and organize data."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

SC

Sebastian C.

Customer Operations Manager

> "Not friendly at all to export information"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3828878)

OP

Orla P.

Sales Manager

> "I use google for everything else so this was a breeze to learn"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6494021)

PB

Philippe B.

Sales Engineer

> "The navigation is sometime confusing (between entities such as opp, contact, account, etc.)"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3360765)

Luz mary R.

teacher

> "What I like the most about this platform is that it has an incredible integration with Google applications."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

MM

Michael M.

Senior Associate

> "As a CRM tool, it didn't have very important, basic features for email outreach."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3456630)

PS

Pratham S.

Mean Stack Developer

> "It seamlessly connects with the other technologies we use internally, allowing us to automate a variety of..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4609611)

NY

Nathan Y.

Managing Director

> "I explained the situation to customer service and they reset my account and told me they weren't able to discuss..."

[See full review](https://www.capterra.com/p/141642/Copper/#GetApp___2670500)

NG

Nikki G.

Director of Coach Development

> "Copper makes my life easier. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6607338)

AG

Ashley G.

ceo

> "Partnership referral tracking is cumbersome."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337954)

Anuj N.

Marketing Supervisor

> "You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4610909)

PS

Phil S.

Sales Manager

> "Lots of features are not needed for the basic sale of a grocery product."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3009983)

Ana N.

Sales associate

> "I really like it because I don't have to spend time entering data or doing tedious administrative tasks."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5046812)

RW

Roger W.

Owner

> "In my 30 years in business Copper by far has the worst customer service on the planet!!!"

[See full review](https://www.capterra.com/p/141642/Copper/#SoftwareAdvice___4004021)

MG

Monique G.

Administrative Assistant

> "Filtering is great."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

TM

Terry M.

Owner

> "Not being able to have an attachment to a group email."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3338012)

OP

Orla P.

Sales Manager

> "How easy it is to learn."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6494021)

TS

Tobias S.

Sales Manager

> "There are some issues with the extensions to gmail"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337788)

TR

Tiffany R.

Office Manager

> "So easy to use! "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6570721)

JM

Jaime M.

Client Services

> "The site can be buggy, and hard to plug-into other software."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337896)

DN

Dainella N.

Community Director

> "Support has been great."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6592892)

EG

Emma G.

Principal

> "The project management is not so great once a sale has closed."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3338432)

RH

Richard H.

Director of New Business

> "How incredibly easy it is to use yet how powerful it is. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

SK

Stephanie K.

CEO

> "Mailchimp is easy to link with Copper but it does not synch both ways."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3010031)

Petr S.

CIO

> "there were good reviews so copper made it to the shortlist in selection for a CRM tool"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6144782)

NR

Nick R.

Director of Operations

> "Sending a mass email was a bit trying, do to limits"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3010216)

[View Reviews](https://www.capterra.com/p/141642/Copper/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

4.37 (622)

[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

Copper

Top features

17/21

-   AI Copilot
-   Business Card/Badge Scanning
-   Calendar/Reminder System
-   Contact Management
-   Document Storage
-   Email Management
-   Forecasting
-   For Small Businesses
-   Generative AI
-   Interaction Tracking
-   Lead Management
-   Lead Qualification
-   Live Chat
-   Marketing Automation
-   Quotes/Estimates
-   Reporting/Analytics
-   Sales Pipeline Management
-   Segmentation
-   Social Media Integration
-   Task Management
-   Territory Management

[See all features](https://www.capterra.com/p/141642/Copper/#features)

Wealthbox

5/21

-   AI Copilot
-   Business Card/Badge Scanning
-   Calendar/Reminder System
-   Contact Management
-   Document Storage
-   Email Management
-   Forecasting
-   For Small Businesses
-   Generative AI
-   Interaction Tracking
-   Lead Management
-   Lead Qualification
-   Live Chat
-   Marketing Automation
-   Quotes/Estimates
-   Reporting/Analytics
-   Sales Pipeline Management
-   Segmentation
-   Social Media Integration
-   Task Management
-   Territory Management

[See all features](https://www.capterra.com/p/175666/Wealthbox/#features)

### Recognition

Copper is recognized as a top-rated tool in 1 Capterra Shortlist reports

Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports

### Deployment & support

Copper

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

Copper

-   By Copper
-   Located in United States
-   Founded in 2013

Wealthbox

-   By Starburst Labs
-   Located in United States
-   Founded in

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