# Compare HubSpot CRM vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare HubSpot CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox --- # HubSpot CRM vs Wealthbox Features and Cost Comparison Last updated March 13th, 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 CRMWealthbox2/4 selected [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,458)](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 [4,458 reviews](#user-reviews) Positive 4,133 Neutral 239 Negative 86 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](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 [145 reviews](#user-reviews) Positive 141 Neutral 3 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Financial CRM Software Best performer 40 / 44 Only HubSpot CRM - Forecasting - Marketing Automation - Sales Reports 34 / 44 User satisfaction User satisfaction 4.5 User reviews[4,458](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[145](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 Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons 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 clients on a project..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7103301) 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 exist independently of..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) 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% customizable, having..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) 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) 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 any third-party..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732) 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) 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) 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) 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) 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 your in the contacts..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6845163) 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 features require..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6841473) 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 needing more advanced..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7120714) 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) 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 may reflect a smaller..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6523804) 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 needs." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) 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) 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) 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 that values building a..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549) 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 spot." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7075646) 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 not use." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7057552) 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) 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) 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) 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) 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) 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 enrolled contacts." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6555665) 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) 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 to integrate into..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7011859) MC Mary C. Business Development > "It also worked well collaboratively, allowing my team to work together to quickly ascertain the status of a given client and to share task between them." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6847237) Daljeet K. Sales > "The main downsides of HubSpot CRM are its potentially high cost for advanced features, complexity in pricing, and some limitations in deep customization." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6473149) OL Ollie L. RevOps Analyst > "Workflows and automations are very powerful and enabled us to scale our marketing, sales and customer success processes." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) LT London T. Sales Representative > "I don't like that it doesn't have the ability to manage larger companies so we had to switch to sales force when our company grew for better tools." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439749) JP James P. Technical Director > "The data that you are able to get out of the system about a customer. When everything is connected correctly with all of your existing software systems and your website, you are..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6480305) 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 this." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) DK Dharya K. Senior executive Sales > "With robust automation capabilities, sales person can manage their pipelines more efficiently, prioritize leads, and track interactions with prospects." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6297999) 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) MI Muresan I. Consultant > "HubSpot CRM reporting tool gives us access to metrics reports with accurate performance insights to help us measure and improve our clients relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439495) 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) PS Pereira S. Informatics Engineer > "Additionally, it has centralised all our data including cast project information, product design docs, contract and customer information making this information accessible to the..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330) 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) JR Joshua R. Digital Strategy Manager > "HubSpot has a very in depth tracking system for contacts, allowing me to score leads and enroll them in automated workflows that push over performance and activity to reports that..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6378132) MA Melissa A. President > "Hubspot has now disabled our account, through which we purchased a phone number, and now we can't receive those calls." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6398711) 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 > "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) TC Torey C. Junior Golf Tournament Manager > "Use data fields that make emails personable and unique to each contact. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168) 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) 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 accessible either to..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6583000) 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) DD Dennis D. Business Owner > "Overall I have no huge complaints and I find it's right for me. Once I grow a bit more I am going to definitely upgrade to a paid tier so I can use some of the additional features..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072257) GR Gaven R. Hybrid Transformation Expert > "Recently, I could not find out how to navigate to the meetings scheduler on the desktop." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6863715) LS Laura S. SDR > "It's great to keep track of my work as a salesperson, you can call your clients and record each interaction with them, really intuitive and visual as well." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6809325) 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) TVW Tim Van W. Senior Project Supervisor > "It has ensured we have a very efficient communication platform to ensure smooth flow of information with our customers which has allowed us to build up very strong bonds with them." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439182) 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) 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 come at a higher..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___6806342) BL Brent L. Head of Marketing > "It took a while to understand how to build reports for our business. And it was close to impossible to find support for integrations that could truly help us achieve results." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6299779) VR Verified Reviewer Director > "It really is a "do it all" platform. If it's set up correctly, it's super easy to use and can do so much to help you manage your list, segment lists, collaborate with your team,..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072235) MB Milly B. Founder > "The free plan is decent, but it has so many upsells and annoying branded things everywhere that it doesn't feel very professional using it." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6434845) DV David V. Lead Developer > "We've worked with other clients who had a designated hubspot team member and their organization/setups seemed to be much cleaner than what we experienced." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7044831) 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) 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) BD Brendan D. Senior Account Executive > "You cant throttle emails so your domain will just get wrecked as spam unless you make every email a manual email." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6343274) PS Pereira S. Informatics Engineer > "It enable us to track progress, seamlessly allocate resources and ensure that we complete our project tasks on time." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330) 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 regular rate, which..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6443109) 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) 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) VR Verified Reviewer Account Executive > "It was easy to use, helped keep things organized, and worked well for day-to-day CRM needs. While some features felt a bit limited without upgrades, it still did a solid job for..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7085635) 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 to pursue 3rd party..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6101968) 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 between multiple..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6552277) Sean H. COO > "Pros: Not yet experienced due to poor onboarding. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434) VM Valentina M. Sales and Marketing Manager > "We have had a great streak of success working HubSpot CRM and it has helped us streamline our operations in customer support services, sales and marketing management." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) CG Charles G. CEO > "After this experience, I even sold my HubSpot shares." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7089677) 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) Julijana N. Head of Central Ops > "Instead we get duplicate data because the same deal is counted in the different stage it was located in." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6302311) LS Laura S. SDR > "It's great to keep track of my work as a salesperson, you can call your clients and record each intereaction with them" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6809325) 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 work." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6713949) SM Safia M. Project Lead > "Great experience with Hubspot CRM, it allows us to keep in contact with clients and build a sales funnel." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6810115) 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) Daljeet K. Sales > "I liked HubSpot CRM for its user-friendly interface, powerful free tier, seamless integration with other HubSpot tools, and strong customization options." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6473149) CG Charles G. CEO > "I don’t believe this sales culture is ROI-positive in the long run." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7089677) [View Reviews](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous CRM..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.52 (4,458) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.68 (145) ## 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 40/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/152373/HubSpot-CRM/#features) Wealthbox 34/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition HubSpot CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports Wealthbox 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 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 - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,781)](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](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](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/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](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](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](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/)[4.52 (4,458)](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 (730)](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](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,820)](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](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](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/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $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](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](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/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $20/month Price $19/month 4.4 Features 4.3 4.4 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-152373/Pipedrive-vs-HubSpot-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](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)