# Compare Zoho CRM vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Zoho CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox --- # Zoho CRM vs Wealthbox Features and Cost Comparison Last updated May 6th, 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: Zoho CRMWealthbox2/4 selected [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $14.00/month Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.2 Customer Service 4.1 Reviews Sentiment Based on [6,972 reviews](#user-reviews) Positive 5,937 Neutral 782 Negative 253 [## 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 * * * Key features rated by users Features selected based on 17,500 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 84%Fit High performer Feature ratings Data Security 4.5 Contact Management 4.4 Lead Management 4.4 Sales Pipeline Management 4.3 Activity Dashboard 4.6 \--%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management 4.0 Lead Management \-- Sales Pipeline Management NA Activity Dashboard 4.0 User satisfaction User satisfaction 4.3 User reviews[6,972](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Ease of use 4.2 Functionality 4.3 Value for money 4.3 Customer support 4.1 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 $14Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM. 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 Analyst > "Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support team." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263) Joseph T. CEO > "During that time, Zoho repeatedly threatened service suspension despite being unable to provide a functioning invoice or payment method. When a usable invoice and payment link were finally..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111) RS Radha S. Legal Assistant > "It’s a robust, feature‑rich platform that excels at centralizing customer data, automating workflows, and supporting end‑to‑end CRM processes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) VR Verified Reviewer Ceo > "Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7100569) Harshul S. Senior. Technical Support Specialist for Network Operations > "It helps me keep track of leads, follow‑ups and tasks without losing things in emails. Once everything is set up properly it runs smooth and fits into my daily workflow." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806) RS Radha S. Legal Assistant > "In some areas, the user interface also felt a bit less intuitive or cluttered, particularly when navigating between modules or customizing layouts, which could slow things down for new users." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) RS Radha S. Legal Assistant > "I also appreciated how seamlessly it integrates with other Zoho applications—email, reporting, automation, and analytics—which made managing customer data and follow‑ups much more efficient..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) VR Verified Reviewer Commercial manager > "I don't like how it displays the names together.it needs better google integration..its very weak on how it links your mail .i found other crm eadier.more options to not save a mail in crm" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7082808) VR Verified Reviewer Project Analyst > "Zoho CRM is a solid product with a helpful support team and a strong product roadmap, Zoho CRM is a strong choice for any small business looking to manage their sales activity." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263) AS AJ S. CIO - Chief Information Officer > "Advanced Analytics to get core business intelligence is tricky, Core Metric tracking can be complete pain if embedded system values are over-written with semantics that are friendly to a..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) VR Verified Reviewer Travel Consultant > "My overall experience with Zoho CRM has been positive most times, once i set up my page, ZOHO CRM does an amazing job keeping everything organized from leads, contacts, deals and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940) AS AJ S. CIO - Chief Information Officer > "Customisation - especially for Zoho Books for users moving from Tally - is a very long drawn out and painful process - from a development as well as a psychological perspective." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) AS Alan S. IT Project Manager > "It’s highly customizable — you can easily customize modules, fields, layouts, workflows, and dashboards to match business processes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7001282) AM Andrea M. Academic Director > "What’s worse, after simply requesting a demo, I was relentlessly bombarded with calls—up to 10 times a day, starting as early as 7 a.m. While I understand the intention is to offer support,..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6810176) EW Evangeline W. Small Business Owner > "Zoho CRM offers powerful tool that allows me to manage sales, marketing and customer support procedures in one spot." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7008596) DM David M. Technical Support Engineer > "I do not like that fields and reports require time to be customized; I still use our administrator to make more complicated changes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7065659) CC Connor C. Data Analyst > "We are able to design the software to fit our very specific needs, and it can be different for each of our separate teams." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584) AS AJ S. CIO - Chief Information Officer > "The CRM system is very difficult to customise - especially if you want a proper view of the business - Sales, Operations, Support, Accounts, Admin." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) KK Krishna K. Admin > "Zoho CRM displays a high level of quality marketing automation capabilities, more so on striking a good balance between functionality, customization and affordability." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7000719) RS Radha S. Legal Assistant > "Some areas of the interface can feel a bit dense, which may slow down new users initially." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) CC Connor C. Data Analyst > "Overall, Zoho fits our needs well and the workflows and custom nature of the CRM are great, but also leads to it being complicated to manage." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584) RR Rasilkrishnan R. Data analyst > "It is very hard to create new developments inside zoho with is not default in Zoho" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7136401) MND Mamute Nicholas D. Sales and Marketing Specialist > "Its proficiency in assessing the effectiveness of marketing campaigns provides performance details, reach and outcomes that helps us understand the impact of our campaigns on target..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) VR Verified Reviewer Marketing Manager > "The standard reports didn't quite fit what we required and it was difficult to find the relevant fields when creating custom reports." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7012119) AS Abhishek S. Ops Manager > "Two things I liked the most about Zoho CRM is the AI powered Sales Assistant Zia which has helped me analyze quicker and second the way I was able to Analyze and find a pattern on my..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933) Joseph T. CEO > "This occurred despite Zoho being fully aware that the delay was caused entirely by its own billing failures." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111) MRUR MD RIAJ UDDIN R. Marketing Manager > "Its deal pipeline feature helps streamline lead management by organizing them according to their stages, making it easier to track progress and close deals efficiently." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6548669) VR Verified Reviewer Travel Consultant > "That being said, it's not perfect, in the early startup, it was a bit frustrating and every now and then, the platform looked a bit clustered." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940) FH Firas H. Manager information systems > "The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6381114) MS Mallory S. Clinical Operations Manager > "I do not always love the lay out, sometimes it is not super intuitive, especially if you are not in it on a daily basis." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287) Ziva R. Sales Services Manager > "Zoho CRM allows us to engage with our customers effectively during sales operations and offer them personalized communications which has helped us make more sales." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6298689) VR Verified Reviewer HR and Admin Manager > "According to me the only con is - Content management limitations - Data import and data export limitations only." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7003720) EJ Emily J. Sales Manager > "I used it to manage a pipeline of more than 100 prospects and the real-time analytics allowed me to recognize opportunities and close deals quicker." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6745866) PB Philip B. Operations Manager > "Impossible to get a timely or logical response to an obvious problem caused by Zoho." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131331) GC GODWILL C. Customer Care Representative > "The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304) VR Verified Reviewer Recruitment Specialist > "They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6389890) Arpit P. IT Consultant > "The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6558299) PS Peter S. Director > "Not keen on having to visit separate window for each module." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7096821) MND Mamute Nicholas D. Sales and Marketing Specialist > "Additionally , it is flexible and offers customization options to fit into our workflow and has allowed us to tailor it to our unique needs and requirements." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) DJL David J. L. Creative Production Manager > "The mobile app is slightly clunky compared with the desktop web interface, especially when updating project notes on the fly." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6800187) Hemant A. Data Analyst > "Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in enhancing overall..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716) NP Narender P. Pre-sales consultant > "All is good, but scheduling a reminder calls sometimes i get frustrated because when we done the calls everytime they ask how much the duration of calls like they ask minutes or seconds..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6595893) MS Mallory S. Clinical Operations Manager > "I like the various features within to help keep the team organized and easily locate our client's information." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287) SS Shenella S. Business Development Executive > "The system tends to lag at times." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7099824) Ziva R. Sales Services Manager > "It provides us with great tools which help us manage all our sales activities including customer communications and closing sales deals." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6298689) KO Katie O. Admin Assistant > "I could never get the appointment also known as "meetings" on the CRM to link to the Zoho Calendar." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6848682) Jamie Morgan W. Sales Associate > "Zoho CRM offers very reliable customer engagement tools that has helped us to streamline our interactions with customers and close sales deals quickly." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697) VR Verified Reviewer Executive Assistant > "Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6618626) VR Verified Reviewer Business Analyst > "I liked the dashboard analytics and AI features in the Zoho CRM, almost all the things have been automated by this crm software which are necessary to run your business and the solution..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6599377) VR Verified Reviewer VP of Marketing > "Zoho CRM feels clunky and overly complex for daily email marketing use." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6846480) VR Verified Reviewer Owner > "I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6490581) MK Megan K. Senior Marketing Manager > "I came from HubSpot so maybe I have been spoilt but I’ve found the transition to Zoho difficult and cumbersome - it doesn’t have the built in basic functionality that HubSpot has and I’ve..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6739858) GC GODWILL C. Customer Care Representative > "The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304) OA Okan A. Director > "One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315) AMM Asan Mohammed M. STRUCTURE DESIGN > "Zoho CRM is user-friendly and versatile,affordable and accessible to businesses of all sizes,and offers multiple editions with different pricing plans,has improved their lead management and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394) EH Erin H. Office Manager > "There were frequent connectivity issues where employees we unable to access app." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6878372) Junko O. Business Consultant > "We implemented Zoho CRM in our company six months ago and it has been a remarkable transformation in our customer relationship management. Since incorporating sales automation, we have seen..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301) TW Toshia W. Owner > "The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855) AS AJ S. CIO - Chief Information Officer > "It's been a 3+ year journey with Zoho. If the Zoho ecosystem had been a bit better thought-out with easy customisations the journey shouldn't have taken more than 1 year. If you are looking..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) DA Dana A. Managing Partner > "I try to strip out the clutter to keep it user-friendly, but their limits on customization make that difficult—and that’s frustrating when I just want simplicity."" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6797825) VR Verified Reviewer Care Nvaigator > "TechRadar notes that it's “very easy to use,” with handy features like social media and LinkedIn contact capture, business card scanning, automated workflows, pipeline management, and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911) OP Orla P. Head of Sales > "However, its steep learning curve and occasional performance issues can create initial challenges for new users, particularly those without prior CRM experience." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564281) Jamie Morgan W. Sales Associate > "Zoho CRM has customer segmentation functions which help us to offer our customers with personalized services based on their preferences." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697) NP Nikita P. IT-Developer > "The mobile app also lacks some key desktop features." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200) MND Mamute Nicholas D. Sales and Marketing Specialist > "We are reaping tons of benefits ranging from streamlined sales and marketing processes, improved customer relationships and retention to enhanced business performance." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) DG David G. Head of Commercial Growth and Partnerships > "The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6584703) MW Mark W. Owner > "I like how I can sign and avoid paying for extra features on my other current platforms." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7076431) AS Abhishek S. Ops Manager > "I was not able to perform a lot of customization probably because I have not explored all the customizations that is possible." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933) Junko O. Business Consultant > "With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301) FR Farheen R. Senior Manager- New Business > "The reminders that we set only appears as web-based push notifications and I often tends to lose it." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6663851) TW Toshia W. Owner > "The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855) AMM Asan Mohammed M. STRUCTURE DESIGN > "Zoho CRM requires extensive customization to be usable,CRM has technical limitations, such as:" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394) MT Morton T. CEO > "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318) OA Okan A. Director > "Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will probably move to..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315) MT Morton T. CEO > "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318) PG Praveen G. Assistant manager > "While Zoho CRM integrates with many tools, setting up and maintaining these integrations can sometimes be tricky or unreliable" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6582098) NP Nikita P. IT-Developer > "Workflow automation, email integration, and the intuitive Kanban view save us hours each week." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200) DD Danielle D. Inside Sales > "At times emails won't go through and the space isn't large enough to send multiple files." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6427458) Harshul S. Senior. Technical Support Specialist for Network Operations > "What I like most about Zoho CRM is how easy it is to track contacts and deals in one place." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806) VR Verified Reviewer Care Nvaigator > "There are major limitations in what you can do / access / change" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911) [View Reviews](https://www.capterra.com/p/155928/Zoho-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 4.31 (6,972) [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 Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Zoho CRM Top features 40/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/155928/Zoho-CRM/#features) Wealthbox 20/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Zoho CRM is recognized as a top-rated tool in 5 Capterra Shortlist reports Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Zoho 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 Zoho CRM - By Zoho - Located in United States - Founded in 1996 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-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/) $14/month Price $25/month 4.3 Features 4.4 4.2 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-155928/Salesforce-vs-Zoho-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) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-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/) $14/month Price $20/month 4.3 Features 4.4 4.2 Ease of Use 4.4 [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) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-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/) $14/month Price $7/year 4.3 Features 4.5 4.2 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/155928-204998/Zoho-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) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-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/) $14/month Price $50/month 4.3 Features 4.3 4.2 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/155928-157279/Zoho-CRM-vs-Dynamics-365) [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) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $14/month Price $19/month 4.3 Features 4.3 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-155928/Pipedrive-vs-Zoho-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) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $14/month Price $14.99/month 4.3 Features 4.6 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing) [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)