# Compare Wealthbox vs EngageBay CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Wealthbox and EngageBay CRM based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/175666-178819/Wealthbox-vs-EngageBay-Marketing --- # Wealthbox vs EngageBay CRM 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: WealthboxEngageBay CRM2/4 selected [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [## 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 [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $14.99/month Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.5 Customer Service 4.8 Reviews Sentiment Based on [907 reviews](#user-reviews) Positive 878 Neutral 22 Negative 7 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. Highest Rated ### Less Annoying CRM 4.8 (647) * * * Starting Price $15.00 Per User,Per Month Free Trial Free Version * * * User rating 97% of reviewers rated it above 4 stars * * * ### Sage Intacct 4.3 (622) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 86% of reviewers rated it above 4 stars * * * ### Bitrix24 4.2 (987) * * * Starting Price $69.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 82% of reviewers rated it above 4 stars * * * ### Copper 4.4 (622) * * * Starting Price $12.00 Per User,Per Month Free Trial Free Version * * * User rating 88% of reviewers rated it above 4 stars * * * ## Summary * * * Features in Financial CRM Software Best performer 34 / 44 Only Wealthbox - Collaboration Tools - Customizable Reports - Document Management 33 / 44 Only EngageBay CRM - Forecasting - Marketing Automation - Task Scheduling User satisfaction 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 User satisfaction 4.7 User reviews[907](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Ease of use 4.5 Functionality 4.6 Value for money 4.7 Customer support 4.8 Price starts from Price starts from $59Per User, Per Month - Free version - Free trial Price starts from $14.99Per User, Per Month - Free version - Free trial Best for Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. Best for Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers. ## User reviews Pros & cons 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 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) 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) 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) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) 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) 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) 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) 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) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) 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) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) CG Caroline G. Marketing Associate > "I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for 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 ..." [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..." [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) 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) 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) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) 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) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) 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) 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) 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) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) 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) 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) 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) 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/) NJ Nick J. Marketing Analyst > "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560) Jelyn T. Marketing Manager > "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) VR Verified Reviewer Sales Representative > "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) HS Himanshu S. Sales Manger > "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) JW Jason W. President and CEO > "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256) HS Himanshu S. Sales Manger > "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) JE Jamie E. Managing Director > "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902) CM Chandra M. Marketing Analyst > "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146) YT Yohannes T. CEO > "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228) SP Stephanie P. Marketing Consultant > "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815) VR Verified Reviewer Sales Representative > "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) NB Nancy B. President > "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443) AL Angelina L. Social Media Manager > "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) MS Mike S. Operations Marketing > "The mobile app has limited features and doesn't offer full range of features that are available on desktop version." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) SS Satyam S. Assistant Manager- Digital Marketing > "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) AG Ayesha G. Founding Principal > "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513) CV Chai V. Founder > "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378) RB Richard B. Web Developer > "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170) BS Bruno S. Product Manager > "It offers tools for marketing, sales, contact management, automations, and more." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366) TC Tamesha C. Insurance Agent > "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781) MC Milap C. Digital Marketing Expert > "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490) JD Jerker D. CEO > "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter...." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) Rémy G. COO > "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743) JD Jerker D. CEO > "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) NP Nipa P. Business Administrator > "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) AH Andy H. Director > "It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) PN Phil N. CEO > "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) SK Shiva K. Chief research officer > "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311) JP Jigs P. Development Head > "Customer support is responsive, and the platform offers good customization options for workflows and dashboards." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049) TB Tayfun B. Shop-Team > "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167) AS Anuvind S. Engineer > "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024) ZT Zbigniew T. CEO > "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841) SK Satou K. Administrator > "The CRM, email marketing, sequences work smoothly together." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808) PN Phil N. CEO > "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) Jelyn T. Marketing Manager > "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) MR Maria R. Marketing Manager > "The only thing that I dislike is the delay in updating campaign stats." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089) AH Andy H. Director > "It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) RS Rob S. CEO > "Support tickets are better but they close them without resolving anything so you have to keep bugging them." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) LW Laura W. Marketing Assistant > "I use several different CRMs in my position and this one has by far been my favorite." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957) VR Verified Reviewer Founder > "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334) ZP Zalak P. BDM > "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213) CS Chris S. Owner > "Our forms on our website seem to sometimes load slowly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959) JK Jim K. Owner > "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097) JD Jerker D. CEO > "I can't even filter on the objects attached to a contact." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) LW Laura W. Marketing Assistant > "Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957) AP Anthony P. Director > "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758) NM Nishant M. Digital Marketing > "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275) BD Brian D. Trusteee > "It can be confusing for new users who aren't used to using analytical databases." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283671) CS Chris S. COO > "They have a good set of features to manage campaigns and receive feedback on email sent and opened." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203) JS Jaskaran S. Co Founder > "Automation flow can be a bit complex to navigate" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614) LM Lee M. Operations manager > "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538) DK Dale K. None > "Those emails eventually stopped being delivered to my inbox." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6306398) SS Satyam S. Assistant Manager- Digital Marketing > "The CRM is intuitive, with customizable pipelines and contact management features." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) KA Kathy A. VP of Marketing > "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271) AL Angelina L. Social Media Manager > "This consolidation streamlines workflow and reduces the need for multiple software subscriptions." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) AS Amy S. Loan Originator > "Does not interface with Apple mail and iCal" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652) GY Grace Y. Founder and CEO > "Pipeline management is clear and simple , and automation makes sure no follow ups is missed." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156) AP Aswathy P. Marketing Operation Associate > "The lack of downloading the report options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062) LJ Latrease J. Patient Service Representative > "I enjoyed the notifications from the sales department" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721) AK Amir K. Owner > "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) RB Rui B. R&D Manager > "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429) NP Nipa P. Business Administrator > "Lacks Twitter/X integration." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) RN Robert N. Full-Stack Developer > "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658) DJ Dominik J. Managing Director > "It's very buggy." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691) VR Verified Reviewer Facebook Ads Strategist, Founder > "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) KD Kaleigh D. Marketing Manager > "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862) ST Simon T. Operations Manager > "Its a promising fit for our business based on the feature set it offers." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6797739) NB Nick B. Senior Operations > "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647) SAK Sameer Ali K. SALES CONSULTANT > "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723) RL Rongle L. Manager > "I don't like receiving to many emails from it." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315357) VR Verified Reviewer Facebook Ads Strategist, Founder > "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) MV Marteen V. Sales Manager > "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850) SK Sandeep K. Manager > "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280) VR Verified Reviewer Project Manager > "I thought the way it sorted those profiles was not the best, it could have better filtering to avoid "spam" profiles" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6215239) MS Mike S. Operations Marketing > "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) RS Rob S. CEO > "Support chat is fast but low quality. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) SG Sumit G. Digital Marketing Manager > "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952) SK Shireen K. Marketing Analyst > "EngageBay has fewer integrations compared to its competitors which may limit functionalities for some users." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6053213) SK Shiva K. Chief research officer > "EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311) DC Dori C. Tech Admin > "I can't build a custom apps that my team comes up with to integrate with the system" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5024198) [View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) ## User interface [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.68 (145) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) 4.65 (907) ## 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 Wealthbox Top features 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) EngageBay CRM 33/44 - 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/178819/EngageBay-Marketing/#features) ### Recognition No recognitions have been awarded to Wealthbox No recognitions have been awarded to EngageBay CRM ### Deployment & support 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 EngageBay CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Wealthbox - By Starburst Labs - Located in United States - Founded in EngageBay CRM - By EngageBay - Located in United States - Founded in 2016 ## Popular Comparisons [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,771)](https://www.capterra.com/p/61368/Salesforce/reviews/) $14.99/month Price $25/month 4.6 Features 4.4 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-178819/Salesforce-vs-EngageBay-Marketing) [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 (6,970)](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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,456)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $14.99/month Price $20/month 4.6 Features 4.4 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-178819/HubSpot-CRM-vs-EngageBay-Marketing) [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $14.99/month Price $14/month 4.6 Features 4.3 4.5 Ease of Use 4.2 [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 [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (727)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $14.99/month Price $7/year 4.6 Features 4.5 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-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 (4,456)](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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,817)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $14.99/month Price $50/month 4.6 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-178819/Dynamics-365-vs-EngageBay-Marketing) [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $14.99/month Price $250/month 4.6 Features 4.7 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/178819-210630/EngageBay-Marketing-vs-Kylas)