# Compare Maximizer CRM vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Maximizer CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox --- # Maximizer 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: Maximizer CRMWealthbox2/4 selected [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price $65.00/month Value-for-Money 3.8 Functionality 3.9 Ease of Use 3.9 Customer Service 4 Reviews Sentiment MM Based on [366 reviews](#user-reviews) Positive 293 Neutral 48 Negative 25 [## 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 39 / 44 Only Maximizer CRM - Forecasting - Sales Reports - Task Scheduling 34 / 44 User satisfaction User satisfaction 4.1 User reviews[366](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Ease of use 3.9 Functionality 3.9 Value for money 3.8 Customer support 4.0 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 $65Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for Maximizer is a CRM tool for sales leaders. With a centralized view of all data and sales rep activity, managers can better monitor the team, analyze metrics, predict outcomes and influence results. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons MM Maggie M. Administrative Assistant > "The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562344) MB Morgan B. Administrative Assistant > "What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first got..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6596887) MB Morgan B. Administrative Assistant > "what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6596887) DM Danielle M. Director, Regulatory Affairs > "Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6630908) TH Tanner H. Financial Planner > "I like it for notes and keeping files, and tracking who has been contacted/when." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6632416) BK Brian K. Tradeshow Expert > "It's integration with the newest version of Outlook is still lacking" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6564390) DD Dion D. Associate Investment Advisor > "I would have preferred more time to use the tool with our firm's data before being asked many times how my experience..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562276) KD Kate D. Executive Director > "The pulling reports is cumbersome and not intuitive." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6515728) DM Danielle M. Director, Regulatory Affairs > "Once you get the hang of the tool, it's a breeze to create and maintain distribution lists." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6630908) JK John K. Financial Planner > "some times it is not intuitive to complete the function I wish too" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562298) DP Doug P. Sales and Marketing Specialist > "I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4820586) CR Cleah R. Office Manager > "it feels scary to use and it is not super straightforward." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6572056) DB Daphne B. SALES MANAGER > "Maximizer CRM is a good CRM and we reconducted our contract for next year" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6632108) WL Wendy L. Office Manager > "There can be issues when importing data from other sources and the client information gets mixed up" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3865273) Abel A. Agent > "perfect software, intuitive and allows us to have access to information... but it would be better if it helped us to..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___5050907) NB Nadia B. Owner > "The off period was mainly due to its lack of affordable & efficient technical support. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3689723) SC Sandi C. Operations Manager > "The ability to see and share data is key and the live version allows it to be always up to date" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4123570) KN Kyle N. Independent Sales & Event Direction > "The notes and histories became voluminous and the number of contacts per organization ended up making day-to-day usage..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___2934287) FN Frank N. Ceo > "I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4081322) RK Rita K. Office Manager > "Sometimes doing an advanced search is a little complicated." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4144450) CK Chrissy K. Client Services Coordinator > "Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3705207) GN Gabriel N. Analyst > "Didn't use this app for too long as the organization I was working with was shifting to try another." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3813165) SLT Sue Lynn T. Pension Consultant > "Over the last few decades it has help improve my career because of the tracking and flexibility of the design." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4123585) JO Javier O. Development Director > "The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711) AR Alex R. Account Manager > "Even journalists will find this tool handy for finding the right contacts and quickly putting a story together." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4289327) JM Joshua M. Advisor > "I came over from Salesforce and should have just bit the bullet and paid the extra set up costs." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3803304) RR Robert R. President > "Feature rich and ease of use and customization." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6139147) PS Peter S. Owner > "It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2955280) AG Adrian G. Financial Advisor > "I love the fact that it integrates really well with the Microsoft Office suite of programs." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064) JF JOE F. FINANCIAL ADVISOR > "Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly..." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965348) KB Kirsten B. Case Manager > "I also like being able to update information using the UDF's." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733) LM Lisa M. Owner > "Finding data, TMI, too cluttered, company did not deliver the product they promised" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965758) KB Kirsten B. Case Manager > "I love the ability to put in notes for clients." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733) KRE Kathy-Rae E. President > "The addition of the campaign management is a critical feature but is very difficult to use." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945256) CK Chrissy K. Client Services Coordinator > "The program keeps the client's files secure and easy to access when looking for a form. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3705207) LH Larry H. President > "Sales Management Reporting and tracking is very weak." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945191) HL Haba L. Content Manager > "Customer support is a 5\* team, really helpful and easy to talk to." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6210711) LM Lisa M. Owner > "They have my money but no support or follow up whatsoever. If I need something I need to initiate the call. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965758) AR Alex R. Account Manager > "This is the one and only CRM tool you'll need whether you're running a public office or a private business." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4289327) JO Javier O. Development Director > "They have a tutorial, yet aren’t proactive in distributing it to new users." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711) RR Robert R. President > "Great pricing, ease of learning and ease of scalability." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6139147) SL Shaun L. Financial Planner > "Not as user friendly as anticipated. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4125199) AG Adrian G. Financial Advisor > "It's well laid out, and its simplicity belies an underlying ability to do complex things. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064) ND Neil D. Financial Planner > "Not always easy for the user." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3826437) RN Rob N. Advisor > "Customization for your specific needs makes it easier to work like you think" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3653356) JO Javier O. Development Director > "Nothing was as advertised, from the user experience to the security of purchase." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711) KB Kirsten B. Case Manager > "I love Maximizer CRM for case management." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733) JO Javier O. Development Director > "No customer wants to hear that." [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711) DM David M. owner > "Being able to track and store documents and emails to clients and prospects keeps me organized. " [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945941) JH John H. Manager > "THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!!" [See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945317) [View Reviews](https://www.capterra.com/p/154610/Maximizer-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 4.06 (366) [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 Maximizer CRM Top features 39/44 - 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/154610/Maximizer-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 Maximizer CRM Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Maximizer 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 Maximizer CRM - By Maximizer Software - Located in Canada - Founded in 1988 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-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/) $65/month Price $25/month 3.9 Features 4.4 3.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-154610/Salesforce-vs-Maximizer-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) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-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/) $65/month Price $20/month 3.9 Features 4.4 3.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-154610/HubSpot-CRM-vs-Maximizer-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) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-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/) $65/month Price $14/month 3.9 Features 4.3 3.9 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/154610-155928/Maximizer-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) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-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/) $65/month Price $7/year 3.9 Features 4.5 3.9 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/154610-204998/Maximizer-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) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-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/) $65/month Price $50/month 3.9 Features 4.3 3.9 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/154610-157279/Maximizer-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) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) vs [Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/) $65/month Price $31.1/month 3.9 Features 4.2 3.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135618-154610/Odoo-vs-Maximizer-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)