--- title: "Compare HubSpot CRM vs Wealthbox CRM 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare HubSpot CRM and Wealthbox CRM based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox" page_type: "comparison" language: "en" publication_date: "2026-09-29" --- # HubSpot CRM vs Wealthbox CRM Features and Cost Comparison Last updated September 29th, 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: HubSpot CRMWealthbox CRM2/4 selected [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $20.00/month Value-for-Money 4.3 Functionality 4.4 Ease of Use 4.4 Customer Service 4.4 Reviews Sentiment Based on [4,491 reviews](#user-reviews) Positive 4,163 Neutral 240 Negative 88 [## Wealthbox CRM](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 ## Summary * * * Features in Financial CRM Software Best performer 34 / 50 Only HubSpot CRM - AI Copilot - Case Management - Customer Support Portal 29 / 50 Only Wealthbox CRM - Access Controls/Permissions - Client Management - For Financial Institutions User satisfaction User satisfaction 4.5 User reviews[4,491](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Ease of use 4.4 Functionality 4.4 Value for money 4.3 Customer support 4.4 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 $20Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for The HubSpot CRM is built for growing teams to attract, engage and delight customers. Best for Financial advisors and wealth management firms of all sizes, including independent RIAs, broker-dealers, RIA aggregators, OSJs, banks, credit unions, trust companies, and family offices. ## User reviews Pros & cons Andrea L. Innovation Manager > "The platform is intuitive, reliable, and integrates well with the other tools we use, allowing us to streamline workflows and automate repetitive tasks...." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7185209) AM Anna M. Customer Service Agent > "This hasn't happened to me just a few times, but every time I export a contact from Excel, HubSpot creates new properties if I don’t set everything correctly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732) ET Edward T. Founder and Marketing Strategist > "Records of contacts integrate seamlessly with our e-mail marketing, and the deal pipeline enables me to follow up from initial contact to the signed contract." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031) AD Alexandre D. Secretary General > "Secondly, the setup took longer than the time I allowed for it to take, because the entire team needed some time to get used to seeing where to find and how..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275) Andrea L. Innovation Manager > "HubSpot also integrates seamlessly with many of the tools we use every day, helping automate routine tasks and improve collaboration between sales, marketing,..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7185209) VR Verified Reviewer Owner > "What I don’t love is the pricing. While HubSpot offers a lot of value, it can become expensive fairly quickly as you add more contacts and as you start..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7120714) CG Christian G. Marketing Operations Manager > "I love the capabilities and power it provides across virtually every marketing function, from email marketing and automation to reporting, lead management,..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7161384) MD Melodie D. CEO > "Rather than receiving a working solution, we were left with an incomplete system, ongoing costs, and a substantial investment of time and resources with..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240) AM Anna M. Customer Service Agent > "I love HubSpot CRM for two main reasons: first, it’s free and allows infinity contact list for a small business and secondly, it can be integrated with almost..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732) Nicole M. Sales Enablement Consultant > "The absolute worst is email handling, emails to linked inboxes have no settings control and always link to multiple deals; emails linked to Helpdesk don't..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) Estela G. HR Assistant > "It is a user-friendly and effective platform for managing leads, tracking sales, and organizing customer information in one place." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758) MS Morgan S. Customer Success Manager > "I do not feel that when you select "monthly" in a quote, or pipeline total, that it calculates accurately with 4.3 weeks in a month, so often times, HubSpot..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6523804) Andrea L. Innovation Manager > "Having all interactions, contacts, and deals in one place has increased visibility and made it easier to manage customer relationships throughout the sales..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7185209) DV David V. Lead Developer > "Duplicate leads, and lead buckets, we had a lot of issues with lead routing and lead attribution for a system that had been inhereted. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7044831) VR Verified Reviewer Project specialist > "Besides, we use it to create our Knowledge Base (articles that are then integarted in our platform) and for Hubspot helpdesk (which is our system of helping..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7103301) VR Verified Reviewer Owner > "It's clear that their process is designed to push expensive products, not to help business owners make informed decisions. If you are looking for a company..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549) Estela G. HR Assistant > "In addition, its process automation tools help save time by handling repetitive tasks like follow-ups and email tracking automatically." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758) ET Edward T. Founder and Marketing Strategist > "In addition, deal stages are too difficult to customize with a lot of clicks." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031) Katie C. Growth Consultant > "With Hubspot CRM, I liked that I could create custom properties and have them displayed within the contact records. While the contact records aren't 100%..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) ET Edward T. Founder and Marketing Strategist > "Reporting becomes cumbersome if you are doing multiple pipelines." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031) AR Andres R. Director > "It has a free tier entry and it’s one of the quickest CRMs to get running,it also has a free plan which is great to get you started and using it" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7187470) NJT Nusrat Jahan T. Customer Service Associate > "A few tools feel a bit limited on the free plan, and sometimes the loading time is a bit slow when switching between tabs." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7049571) CG Christian G. Marketing Operations Manager > "The platform is intuitive, scalable, and gives teams the tools they need to manage and optimize their marketing efforts effectively." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7161384) BK Bea K. Digital innovation Manager > "I'm using the free version and it does not include fractures for automation and I cannot afford the paid version as my business is still under development." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6598802) CW Connor W. Account executive > "What can I say about Hubspot that hasn’t already been said… HS is truly a great platform, whether for leaner teams or larger teams, Hubspot is a great fit for..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7167415) G-Anne B. HR > "Additionally, if you need to update an email in a sequence, you have to start from scratch, and there is no option to automatically re-enroll previously..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6555665) AD Alexandre D. Secretary General > "Reporting tools provide me with visibility of our progress without having to wait for people to provide data to me." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275) MD Melodie D. CEO > "Instead, after nearly 10 months of work, countless meetings, and thousands of dollars in costs, we were left without a fully functional solution." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240) MS Martina S. VP > "The interface is clean, navigation makes sense, and core CRM tasks like contact management, deal tracking, and activity logging are straightforward." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070390) MB Mark B. Owner > "I found it very difficult to integrate this system into my office and unless you have support staff that are good with software I think it may be challenging..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7011859) AM Anna M. Customer Service Agent > "Each time we use a new tool, this allows us to import our contact list from HubSpot." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732) KO Katie O. Admin Assistant > "Sometimes it freezes or glitches. When I put the customers phone number, email, and address on the create a contact function it doesn't transfer over when..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6845163) MD Melodie D. CEO > "We purchased the platform after being assured that it could meet our operational requirements and that implementation would be supported by both HubSpot and..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240) MD Melodie D. CEO > "Most frustrating was the lack of accountability when it became clear the platform was not meeting our needs." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240) Estela G. HR Assistant > "Lead management is efficient, allowing you to track deals and sales progress clearly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758) Harry S. Head of CSM > "HubSpot’s integrations felt shallow and rigid, often needing workarounds or paid add-ons to sync properly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070365) Richard M. Founder > "HubSpot CRM is the best way for marketing teams to manage the leads and collaborate with sales." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7187560) RV Ravi V. Quality Analyst > "Most of the useful features are locked so you can only try them if you are will to way a heavy amount as they very pricey." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7017397) LF Luis F. Sales Development Rep > "The built-in automation, email tracking, and integration with marketing tools help streamline workflows and improve team efficiency. While some advanced..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6841473) VR Verified Reviewer Founder, Financial Advisor > "It takes time to understand what features you can get the best use of, and before you realize it, you may be paying a high price point for something you may..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7057552) AD Alexandre D. Secretary General > "If you need to manage customer information and enhance team efficiency, HubSpot CRM is a great option." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275) Sean H. COO > "Was assigned Lupo Digital onboarding and not able to be reassigned due to their own internal processes." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434) SH Sonia H. Head of Ambient Products > "Hubspot CRM analysis and reporting tools provide us with truthful insights that help us measure and optimize our customer relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6494065) AH Adele H. Sales Specialist > "That free plan is not enough for clear management of large contact lists, and subscriptions are pricey" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6751499) AF Andrea F. Founder > "We use the free version that is packed with robust features like contact management, email tracking, and a customizable sales pipeline, that makes the app..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6583000) GF Gareth F. Managing Director > "You cannot automate emails to your customers unless you purchase the marketing add on (+$1k/mo)." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6625276) VM Valentina M. Sales and Marketing Manager > "HubSpot CRM has customer segmentation features which helps us to categorize customers in order to offer them with personalized support services based on their..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) VR Verified Reviewer Sales Agent > "Can be a bit confusing for beginners" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7117265) Hampson S. Project Manager > "Streamlined sales and marketing are achieved through HubSpot CRM's automation and email tracking features. While great for small businesses, advanced features..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___6806342) AZ Arpad Z. Senior software consultant > "the company really needed a CRM system, as before we had none and the sales-pipeline follow-up was not centralized and controlled." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6550971) Zach P. Marketing Coordinator > "HubSpot integrates all of our sales, marketing and customer service into one visually appealing interface that is easy to navigate and work inside." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7106997) AR Andres R. Director > "It can also get very expensive with the paid plans" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7187470) CS Christina S. Area Director of Sales > "Hubspot CRM offers comprehensive reporting tools that enable us to generate updated insights that help us improve our customer relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6544349) Arjun K. Co-founder > "Additionally, the Stripe integration for billing is sub-par - we cannot connect one hubspot account to multiple recurring subscriptions on stripe - so we had..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6101968) VR Verified Reviewer Sales Coordinator > "I like the ease of use of consolidating the Deals, companies, tickets and also managing hubspot with our design department to communicate designs all in one..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7075646) OL Ollie L. RevOps Analyst > "Lead scoring can be a bit complex and clunky and is one thing that has frustrated me in the past, although there have been some recent updates/releases to..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) SO Scarlett O. Business Development Specialist > "I enjoyed the power it gave me as a user to view reports and the organic nature of its systems" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7158986) DD Dennis D. Business Owner > "The AI Integration is kind of annoying and I don\[t find it works very well." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072257) NS Natalie S. Senior immigration Advisor > "I like because allows multiple integration such as calendar integrations, marketing tools integrations and social media integration." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6778484) Hannah K. Vice President > "The UI is not as intuitive as other CRM's." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7071282) VR Verified Reviewer Head on Sales Operations > "What I appreciated most is that the software encompasses the entire customer journey, from lead generation to customer service, eliminating the need to switch..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6552277) Nicole M. Sales Enablement Consultant > "Service module needs a lot of work before it will do everything I consider base requirements of a ticketing system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) CC Chad C. District Manager > "HubSpot CRM provides the most efficient customer engagement tools like live chats which help us interact freely with customers." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6718342) AQ Anthony Q. Customer Support Specialist > "Despite the overall good communication of service disruptions mentioned in my overall experience, they do always end up causing road blocks in proceeding with..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6713949) RD Richard D. Operations Manager > "The ability to customize the stages of your deal workflow and customize the data logged for customers/deals/etc... is nice." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6584701) KLF Kam Ling F. Founder > "It currently allow sending up to 500 emails per day and it just send out 5-10 emails per minute which will damage the open rates." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6149814) Ankith T. Software Developer > "What I like most about HubSpot CRM is how easy it is to keep track of customers and sales in one place." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7186763) AL Ariel L. Director of Customer Support and Success > "Some features/needs do not get prioritized due to multiple industries using the system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6827670) AW Adam W. Founder > "I also integrated the APIs into my product workflow which made it incredibly easy to sync my SaaS product with my CRM." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7022335) VR Verified Reviewer Owner > "Customer Service Broken booking system and pushy sales tactics." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549) Derek H. Account Manager > "The fact we can have a shared database of contacts, see the latest activity across the team with them and assign them to various people has really changed how..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6794116) SG Sara G. Content Strategist > "It was almost too big — hard to find my way around to what I really needed for my client's specific use cases." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6762738) AR Alejandro R. Marketing Manager > "Some of the most useful features include, call, email and meeting interactions’ logs which have saved me hours each week." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6775373) AZ Anna Z. Life and Career Coach, HR Consultant > "Too many options when it comes to the deals/associations page--hard to navigate" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6768370) OL Ollie L. RevOps Analyst > "Very good all-rounder, enabling us to operate efficiently across all areas of our GTM function (marketing, sales, customer success)." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) VR Verified Reviewer DATA ANALYST > "For small firms, it can be expensive, and the free version has fewer functionality." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6633080) Brittni Harpole C. Customer Service Representative > "I like the available customer engagement tools especially the live chatting tool which makes it possible to share updates with customers quickly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6777523) Katie C. Growth Consultant > "Even though it's all within one ecosystem, it wasn't nearly as intuitive as I would've liked." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) TC Torey C. Junior Golf Tournament Manager > "Use it to track leads, make your content personable, and make team collaboration easier than evet." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168) AF Andrea F. Founder > "For a small team like ours, the cost of scaling to paid plans is expensive compared to other options." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6583000) RV Ravi V. Quality Analyst > "The interface is easy to understand and the free plan is also helpful in getting started and testing how things work in the CRM" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7017397) Hannah K. Vice President > "The UI is not as intuitive as other CRM's." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7071282) KA Khyan A. SDR > "The interface is clean, simple, and just makes sense, which makes it way easier to actually use day-to-day." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7098942) Katie C. Growth Consultant > "Even though it's all within one ecosystem, it wasn't nearly as intuitive as I would've liked." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) VR Verified Reviewer Sales Agent > "Clean and user friendly dashboard" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7117265) PS Pawel S. Head of Retail > "Not as intuitive and ui needs improving." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6613662) FC Florencia C. Product Onboarding Specialist > "What I appreciate most about HubSpot CRM is how intuitive and easy it is to use, even for people without a technical background." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6808021) BS Bonile S. Business Development > "Not the easiest to implement." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___4120813) NS Natalie S. Senior immigration Advisor > "I like because allows multiple integration such as calendar integrations, marketing tools integrations and social media integration." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6778484) MB Mark B. Owner > "I found it very difficult to integrate this system into my office and unless you have support staff that are good with software I think it may be challenging..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7011859) AW Adam W. Founder > "I also integrated the APIs into my product workflow which made it incredibly easy to sync my SaaS product with my CRM." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7022335) Harry S. Head of CSM > "HubSpot’s integrations felt shallow and rigid, often needing workarounds or paid add-ons to sync properly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070365) EB Eric B. Agent, Principle > "The integration with third party softwares make this CRM a cruicial tool to online businesses and campaigns." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6636828) HI Harieth I. Sales representative > "the integration with other apps could be at times a little tedious." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6660345) VP Vikas P. Director > "Hubspot has an amazing number of integrations and the apps it doesn't have native integrations for, it is very easy to automate using tools such a Zapier and..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6702465) SB Stephan B. Digital Marketing Manager > "Lacks some integrations that could really set it over the top." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6655194) DL Darlene L. Estimator-Estimating Coordinator > "I use HubSpot daily and it is very easy to use and to manage all my information in one place. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#SoftwareAdvice___7118668) VL Valerian L. Support > "I think HubSpot isn't quite easy to use." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___5076152) AP Alexandra P. Retirement Plan Consultant > "I've been using HubSpot for over a year now, and honestly, it's been really easy to get the hang of it." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7126360) BD Brendan D. Sales > "It was a little difficult to get used to, but not much worse than any other CRM." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___4030543) JC Joel C. Customer Success Manager > "I found Hubspot very easy to pick up and was using it daily after only an hour of playing around with the system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6555695) BV Bart V. Office Manager > "HubSpot is not the easiest tool to use." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___4890387) Eric T. Managing Member > "HubSpot CRM is incredibly easy to spin up and begin using. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7083063) Mehandi I. Sales & Marketing Automation Specialist > "there is no any aspect of the product which I have found difficult to use." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___3446426) MD Melodie D. CEO > "We purchased the platform after being assured that it could meet our operational requirements and that implementation would be supported by both HubSpot and..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240) Nicole M. Sales Enablement Consultant > "Service module needs a lot of work before it will do everything I consider base requirements of a ticketing system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) AD Alexandre D. Secretary General > "If you need to manage customer information and enhance team efficiency, HubSpot CRM is a great option." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275) NA Nathan A. CEO Founder > "Everything was good, until I got the discount, it should have continued to function the same, but instead we had issues which pretty much forced us to pay the..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6443109) SH Sonia H. Head of Ambient Products > "Hubspot CRM analysis and reporting tools provide us with truthful insights that help us measure and optimize our customer relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6494065) AL Ariel L. Director of Customer Support and Success > "Support can be challenging to work with at times." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6827670) VM Valentina M. Sales and Marketing Manager > "HubSpot CRM has customer segmentation features which helps us to categorize customers in order to offer them with personalized support services based on their..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) SA Shriyani A. Assistant manager > "The least thing which no one like in this customer relationship management software is its features which hard to find." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___5085898) [View Reviews](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) 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 > "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) 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) 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) 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) 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) 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) 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..." [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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) 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...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) 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) 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) JH Joel H. Tax and Financial Planner > "It is very easy to set up and import data. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) 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) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that..." [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) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) CG Caroline G. Marketing Associate > "I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) 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..." [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) 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) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) 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) 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) 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) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) 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..." [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..." [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) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) 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) 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..." [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) VR Verified Reviewer IAR > "I would say of you're a financial advisor you should definitely give this software a consideration. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) 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) 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) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) 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..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) 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) 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) MM Michael M. Owner > "The flexibility with Wealthbox with the app is amazing. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075605) 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) JM Jacob M. Managing Member > "The ease at which I could build tools for my organization." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064587) 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) TA Tammy A. Office Mgr > "The look of it is sleek and simple." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.51 (4,491) [Wealthbox CRM](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 HubSpot CRM Top features 34/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Automation - Calendar Management - Calendar Sync - Campaign Management - Case Management - Client Management - Cloud - Collaboration Tools - Contact Management - Contract Management - CRM - Customer Database - Customer Support Portal - Customizable Fields - Customizable Reports - Dashboard - Data Import/Export - Decision Making - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Knowledge Base - Lead Capture - Lead Management - Marketing Analytics - Marketing Automation - Messaging - Mobile Access - Mobility - Pipeline Management - Pre-built Connectors - Product and Price List Management - Quote and Order Management - Relationship Tracking - Reporting - Reporting & Statistics [See all features](https://www.capterra.com/p/152373/HubSpot-CRM/#features) Wealthbox CRM 29/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Automation - Calendar Management - Calendar Sync - Campaign Management - Case Management - Client Management - Cloud - Collaboration Tools - Contact Management - Contract Management - CRM - Customer Database - Customer Support Portal - Customizable Fields - Customizable Reports - Dashboard - Data Import/Export - Decision Making - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Knowledge Base - Lead Capture - Lead Management - Marketing Analytics - Marketing Automation - Messaging - Mobile Access - Mobility - Pipeline Management - Pre-built Connectors - Product and Price List Management - Quote and Order Management - Relationship Tracking - Reporting - Reporting & Statistics [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition HubSpot CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports Wealthbox CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support HubSpot 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 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 ### Company Details HubSpot CRM - By HubSpot - Located in United States - Founded in 2012 Wealthbox CRM - By Wealthbox - Located in United States - Founded in ## Popular Comparisons [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,812)](https://www.capterra.com/p/61368/Salesforce/reviews/) $20/month Price $25/month 4.4 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-152373/Salesforce-vs-HubSpot-CRM) [Wealthbox CRM](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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (7,003)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $20/month Price $14/month 4.4 Features 4.3 4.4 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/152373-155928/HubSpot-CRM-vs-Zoho-CRM) [Wealthbox CRM](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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $20/month Price $7/year 4.4 Features 4.5 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/152373-204998/HubSpot-CRM-vs-Bigin-by-Zoho-CRM) [Wealthbox CRM](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 (827)](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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (629)](https://www.capterra.com/p/210630/Kylas/reviews/) $20/month Price $250/month 4.4 Features 4.7 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/152373-210630/HubSpot-CRM-vs-Kylas) [Wealthbox CRM](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 (7,003)](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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,860)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $20/month Price $50/month 4.4 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152373-157279/HubSpot-CRM-vs-Dynamics-365) [Wealthbox CRM](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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (827)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $20/month Price $20/month 4.4 Features 4.3 4.4 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-152769/HubSpot-CRM-vs-eWay-CRM) [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Copper](https://www.capterra.com/p/141642/Copper/)[4.37 (622)](https://www.capterra.com/p/141642/Copper/reviews/) $59/month Price $12/month 4.4 Features 4.1 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/141642-175666/Copper-vs-Wealthbox)