# Compare eWay-CRM vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare eWay-CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox --- # eWay-CRM vs Wealthbox Features and Cost Comparison Last updated April 4th, 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: eWay-CRMWealthbox2/4 selected [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting Price $20.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.4 Customer Service 4.6 Reviews Sentiment RC BB Based on [822 reviews](#user-reviews) Positive 762 Neutral 46 Negative 14 [## 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 ## Not a match? 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Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons RC Radomira C. Sales Representative > "It serves as a clever 'external brain' within my Outlook, allowing me to offload my tasks and focus on my work without the constant fear..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114632) JV Jan V. Project manager, technický ředitel > "I miss the function of creating e.g. an entry from the diary function. When e.g. minutes of a meeting are written in the diary, the..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6846634) BB Brandon B. Engineer > "It is good for project tracking, security and tracking sales and follow-ups. When trained to use it effectively you can enjoy the..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7099082) LL Lucie L. Digitazion manager and product development > "Still, one significant con is that it is not possible to view tabs alongside main project/deal information on the first page, which is..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863284) AS Anastasiya S. Marketing Manager > "The fact that it is integrated in the Outlook and the latest updates which make it easier to add new contacts directly from the email,..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6834960) BK Bailey K. IT Manager > "Some simple features, like creating folders inside project documents, are still missing." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315) LR Lubos R. CFO > "It is fully integrated in MS Outlook and has wide reporting possibilities via Power BI." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7102755) PC Petra C. Operational Director > "That feature was perfect for tracking time spent on calls, but it’s no longer available." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604) FK Flore K. Compliance Manager > "The audit trail for emails and tasks makes reviews smoother, and onboarding new users doesn’t take long." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7055497) LZ Lucie Z. Accounting Consultant > "Caller identification is missing/limited — it doesn’t reliably show who is calling based on CRM contacts." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631) GS Gaurav S. Business Development Manager > "Designed for smaller agencies, eWay simplifies facts capture, retrieval and pipeline control even as providing seamless touch sync and..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6577646) RR Ronel R. Administration staff > "Fact that things duplicate themselves likes e-mails and documents in task but also placed on deal or contact while you can not create a..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584448) TJ Tomas J. CEO > "eWay-CRM is a robust, feature-rich solution with strong Microsoft Outlook integration and high customization, adaptable to diverse..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565257) VR Verified Reviewer Consultant > "One drawback is that the new version of Outlook does not seem to integrate properly with the system." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7067504) DM Dan M. President > "The modules are almost limitless in their customization options which allows us to design module types that perfectly support the most..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6518643) JK Jana K. production technician > "When I want to upload items to a project, it takes a long time and causes the entire eWay system and associated email to freeze." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882909) RN Renata N. administrator > "My favorite feature in Eway is how seamlessly it integrates with other systems and how quickly i can access the information i need." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7026343) JP Jiří P. CTO > "It does not seem to be updated and its synchronization does not work reliably." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090) PP Petra P. Account manager > "Certain notifications and reminders for sending emails or completing tasks are also useful." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084) VJ Vlada J. Owner > "In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584304) SS Shivendu S. Family Advocate > "It is not additional apps that are required and instead gives impressive features like request tracking and video training which make it..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6750711) MtR Markéta R. Executive manager > "Settup or adjustments of specific data views in the system are quite complicated for ordinary user and I usually have to ask for support." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7032426) JnP Ján P. Sales manager > "Seamless Outlook integration, intuitive UI, fast search, and reliable sync across our team each day." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009383) BK Bailey K. IT Manager > "Customization takes time for users who are not technical." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315) T Tereza Š. project manager > "The only minor issue is slower performance when there are many records in the diary, but everything else is positive." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054280) KnM Kristýna M. quality manager > "Questions are not direct and lack context for further work with the data. And since we are in the Czech Republic, why can't this..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626) LZ Lucie Z. Accounting Consultant > "Aside from that, it’s a dependable tool for maintaining shared contact information and context." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631) TL Tereza L. Process Analyst > "The online version currently lacks some essential features we need." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991) TL Tereza L. Process Analyst > "Outlook Integration: The native integration with Outlook, a huge plus for our workflow." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991) PD Pavel D. sales > "the Outlook add-in sometimes takes a while to load, which can be a bit frustrating during busy workdays." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832459) AG Alexandra G. KAM > "It supports productivity and helps streamline routine CRM tasks effectively." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114517) DH Debbie H. Business Development Manager > "Sometimes the Search Companies section can be a bit temperamental which then results in duplicate entries." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882819) DD Daniel D. Trader > "It helps me quickly filter customers based on various criteria." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7073988) PP Petra P. Account manager > "Probably the more data there is, the slower it is and the more it freezes." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084) PV Phillip V. Project Coordinator > "Works well if you are connected to a good stable internet, not too great if you are on the road and using slower Wifi speeds." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7058099) P Patrik Č. Quality manager and service technician. > "I wouldn't say I don't like it, but the least convenient thing is that the document templates cannot be edited by the user." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832411) KR Katerina R. Senior ELT Consultant > "It allows to manage work smoothly and handle most tasks without any issues." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115121) ML Michaela L. assistant > "Sometimes templates don't get overwritten correctly." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114553) NP Nick P. Sales Director > "We need to develop the system further, but to date, recording key customer information has improved greatly, we are just starting to..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6887450) MR Martin R. Solution Design Engineer > "UI feels a bit outdated." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) AO Anna O. Project Manager > "simplicity of the tool, it´s working really intuitive and it´s scalable, but depend on values and data which you are monitoring." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089136) MR Martin R. Solution Design Engineer > "Cannot be integrated into the new Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) SS Shubham S. Data Analyst > "The automation gear are a first-rate time-saver and the responsive IT help adds to its reliability. While there are occasional minor..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6591367) AK Adam K. Business Development Specialist > "sometimes it feels a bit laggy but not a huge deal." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7074075) PC Petra C. Operational Director > "The great thing is that we don’t need to open anything else — we simply arrive at work, open Outlook, and everything is right there in..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604) JD Jan D. Senior Partner > "Only available with old Outlook, which does not correspond with the latest approach to IT and customer service." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020078) T Tomáš Š. CEO > "The system is user-friendly, well-integrated with Outlook, and offers many useful features that allow us to manage things independently." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7022918) PH Per H. Engineer > "The endless update delays in the middle of something more important and it turns up just as you are about to leave" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6833638) DH Daniel H. CSO > "All of this optimizes our internal and external processes and communication within the sales team with minimal effort." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6826528) DG David G. Account Manager > "filtering, but that's just my problem that I forget to turn off the last filter :-). And also system quick response." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863124) KiD Kateřina D. Sales > "We don't use all the modules, but I can imagine that if a company used everything connected, offers, orders, marketing, accounting, it..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6758201) J Jana Ž. Online Business Expert > "Our internal system does not align with eWay's rights settings, which limits our ability to use it fully." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6748223) I Irena Š. Manager of preparation and implementation of orders > "Easy sharing: emails, contacts and projects can be shared within the team" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7049908) DK Dan K. CTO > "Usability of web version is lower than Outlook's plugin, but Outlook plugin limits usage inside Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6487611) LK Lucky K. Senior Analyst > "Implementing eWay-CRM became the excellent choice for our corporation, absolutely transforming our project control and revolutionizing..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565017) JE Jan E. Sales and Business > "can't insert emails into a project before they are saved for the first time." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6815128) DK Dana K. Marketing Manager > "Complex applications makes the work of sales and marketing easier, all data is in one place, available also outside the office." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6862987) PC Petra C. Operational Director > "Now it must be entered manually, which is a pity." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604) JR Jana R. Sales Administrative > "I really appreciate the Outlook integration and the ability to keep all client and project information in one place." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7036431) JM Josef M. Sales manager > "Insufficient control over entering duplicate data" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6836133) PB Pierre B. Scala Developer > "I store all customer info, meeting notes and tasks in one place, so nothing gets lost and everyone stays on the same page." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6793874) JF Jiří F. Senior Consultant > "I also find e-mail management not working as I would expect." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117057) LD Lenka D. plant manager > "The program offers a wide range of features, and I also appreciate the regular updates that reflect current changes." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009177) AR Adam R. Application enginer > "The new visual design is not the best and we are keeping the old one." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6854287) JP Jiří P. CTO > "Its integration in to Outlook males it super easy to work with which is its biggest advantage compared to other CRM systems." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090) KnM Kristýna M. quality manager > "This can be a disadvantage if the program is not sufficiently secure." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626) MtH Markéta H. Marketing Specialist > "I appreciate the clarity when searching for information and the ability to customize workflows." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6873576) JT Jarka T. Senior Consultant > "It's relatively slow, you have to use multiple filters to figure out an information you are looking for... it's not very intuitive and..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6489373) P Patrik Č. Quality manager and service technician. > "Actions associated with transitions between workflow states make my work easier. And certainly the ability to work in the web interface." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832411) JS Jozef S. Director > "Unable to connect Pohoda lists and Eway." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020765) I Irena Š. Manager of preparation and implementation of orders > "eWay-CRM is an intuitive CRM system that will be appreciated by companies working with Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7049908) MR Martin R. Solution Design Engineer > "Dashboard are basic." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) RJ Radka J. Výrobní firma > "I like the ability to record notes, save emails and documents, schedule tasks and much more." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6550779) TA Tarannum A. Sales > "The setup process for word export templates is normally lengthily , the inability to do display certain clients location on a map or..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___4934256) MAB Marc-André B. Sales Representative Business Development > "What I like about the CRM is the integration with Outlook and the ease of use; it's fast and functional." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7047155) RF Rui F. Data Analitics > "Issue with recuring login screen pop up, losing focus of current task." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6728692) VcM Václav M. sales representative > "I have been using eWay-CRM for several years now, and it's clear that the system is continuously being modernized and aims to simplify..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6827344) AV Agoston V. Business Development Manager > "Estimated revenue Column shows "0" result at all business opportunities in the online version." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6669633) Z Zora Š. Project manager > "It saves me a lot of time, we can share project information with the whole team and thats exactly what we need" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6822642) GR Gretchen R. Vice President > "I accidentally deleted a field and restoring it came with an extra support cost, which was frustrating." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6784055) [View Reviews](https://www.capterra.com/p/152769/eWay-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 [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) 4.47 (822) [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 eWay-CRM Top features 41/44 - 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/152769/eWay-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 No recognitions have been awarded to eWay-CRM Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support eWay-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 eWay-CRM - By eWay System - Located in United States - Founded in 2008 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $20/month Price $20/month 4.3 Features 4.4 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 [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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-152769/Salesforce-vs-eWay-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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.3 4.4 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/152769-155928/eWay-CRM-vs-Zoho-CRM) [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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.5 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/152769-204998/eWay-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 [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $20/month Price $50/month 4.3 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152769-157279/eWay-CRM-vs-Dynamics-365) [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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.3 4.4 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-152769/Pipedrive-vs-eWay-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)