# Compare Wealthbox vs Bigin by Zoho CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Bigin by Zoho CRM and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/175666-204998/Wealthbox-vs-Bigin-by-Zoho-CRM --- # Bigin by Zoho CRM vs Wealthbox Features and Cost Comparison Last updated June 15th, 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: Bigin by Zoho CRMWealthbox2/4 selected [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.7 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.7 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price $7.00/year Value-for-Money 4.7 Functionality 4.5 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [734 reviews](#user-reviews) Positive 716 Neutral 16 Negative 2 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](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 [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Financial CRM Software Best performer 37 / 44 Only Bigin by Zoho CRM - Marketing Automation - Sales Reports - Task Scheduling 34 / 44 User satisfaction User satisfaction 4.7 User reviews[734](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Ease of use 4.8 Functionality 4.5 Value for money 4.7 Customer support 4.5 User satisfaction 4.7 User reviews[146](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 $7Per User, Per Year - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for Bigin is used by real estate agents, software consultants, educators, insurance professionals, legal practitioners, e-commerce sellers, solopreneurs, freelancers, agencies, and nonprofits. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons NG Nabil G. CEO > "It takes the headache out of CRM management by focusing purely on moving deals forward, and the built-in telephony means I never have to leave..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7121223) VR Verified Reviewer Co-Founder COO > "The platform has limited customization options, which makes it harder to fully adapt the CRM to our specific workflows and business needs. As..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7129766) AK V. VP - Sales > "It is value for money - helps manage my teams pipeline and have a single platform to manage all my leads and team performance." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7064310) Clarisa P. COO > "This can limit the evaluation during the free trial for teams that need stronger process control" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7074280) IP Ibrahim P. Manager > "I have searched a lot of simple, sales pipelines tools, with automations, Bigin by Zoho is the easiest and best in terms of value, and..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7126271) OM Obed M. Operations Manager > "Before Bigin, we struggled to keep track of leads, follow-ups, and deal stages across various spreadsheets, which often led to missed..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6489253) AB Alison B. Co-Founder > "It was very intuitive and allowed me to set up both my pipelines and contacts in a way that worked for the industry that I'm in." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7070674) TK Tigran K. Owner > "Need integration with Thumbtack, I’m having some difficulties setting up the ability to send SMS, or maybe I just haven’t figured it out yet." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6510191) NG Nabil G. CEO > "Bigin is the perfect 'Goldilocks' CRM—not too complex, not too basic, but just right for small teams focused on closing deals rather than..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7121223) MS Morgan S. Marketing and Sales Manager > "Setting up the automations and workflow can be a little confusing at first when you're looking to create something a little different than..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6452955) RDM Rahul Dev M. CEO > "Additionally, the seamless integration with Zoho Campaigns allows for effective lead nurturing and email marketing directly linked to CRM..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) Eduard X. Sales and Business Development > "Syncing with non-Zoho tools sometimes feels a bit limited or requires additional effort to configure" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6662577) AG Amanda G. Office Manager > "Also appreciated that there were lots of templates to start from, and the templates are laid out by teams/groups as well as by industry." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7082309) MA Max A. owner > "Having ajax in a tool like that does give an excellent impression at first glance, not having to pop-up to a different window each time you do..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#SoftwareAdvice___5075943) Tamalyn J. Founder > "Bigin by Zoho CRM has very easy to follow UI for the experienced user and for the inexperienced, the free training sessions and webinars and..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7143213) LT Laurence T. Director > "Some basic feature you would expect, ie native text messaging is not included." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6694387) HB Holly B. Consultant > "Bigin offers a good level of customization, allowing users to tailor fields, stages, and workflows to fit their specific business needs." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6348883) HH Harry H. Co-Founder > "It was frustrating that i encountered some bugs with the system but after speaking to support they were quick to fix." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7038132) BL Brendan L. Operations Director > "Where it shines uniquely for me is its ability to be repurposed for any internal process that requires a pipeline - support desk, projects,..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6555330) LJ Luiz J. Diretor > "The limit of dashboard elements and lack of conversion rate" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6647486) NV Natalia V. BDM > "The integration with other Zoho tools, such as Zoho Projects and Zoho Desk, helps us streamline communication across teams and track progress..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6586154) OM Obed M. Operations Manager > "Forms do not allow editing/updating records" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6489253) VR Verified Reviewer CEO > "The customisation options and pipeline management tools are perfect for small to medium-sized businesses, ensuring efficient tracking of sales..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6657447) MM Mathew M. Implementation Consultant > "The feature set is a little lacking, the UI can be confusing at times" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6715078) SB Salma B. Owner > "I especially appreciate the pipeline view, which gives me a clear visual of all my leads and customer interactions, helping me manage my..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6579506) DR Daniele R. Administrative Director > "The platform is a bit cumbersome and requires a bit of a learning curve. But still less than some other platforms." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6789760) VR Verified Reviewer Digital Marketing Specialist > "It’s simple to use, helps manage leads and sales pipelines efficiently, and is ideal for small teams, though some advanced features are..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7113247) AC Adhith C. Director > "Doesnt allow integration with facebook ads forms" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6627121) AD Abhilash D. Assistant Manager > "The integration with other Zoho products and third-party apps is also seamless, enabling businesses to manage their customer relationships..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6432671) Eduard X. Sales and Business Development > "Iy may lack some advanced customization options." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6662577) RDM Rahul Dev M. CEO > "What I liked most about Bigin by Zoho CRM is its simplified pipeline view, which makes tracking deals intuitive and visually clear for teams..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) MR Maksymilian R. Co-owner > "What I miss the most is an overview of the entire email inbox (a view of all emails) so that I can quickly see who opened the email and who..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___5080241) Wendell N. Managing Director > "Bigin by Zoho CRM has been a game-changer for our organization, helping us manage customer relationships, track sales pipelines, and automate..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6455246) AB Andrea B. Business and Partnership Associate > "A lot of features that I don't need/won't use - would be nice to be able to remove them completely from home page or even have very basic..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6300812) OD Olu D. CEO > "Streamlining Customer Management: Bigin consolidates all customer information in one place, making it easy to track interactions, manage..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6351309) VR Verified Reviewer COO > "I believe the only thing is the billing for US companies is not very intiutive." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6430064) KvP Kévin P. CEO > "Its integration with other Zoho applications and third-party tools is seamless, providing a cohesive ecosystem for managing various business..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6392455) TC Trevor C. none > "Short trial time if you not into IT systems can take a while to set up" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6543272) NV Natalia V. BDM > "Its mobile app allows us to stay updated during client meetings or fieldwork, which is invaluable in our fast-paced industry." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6586154) MK Madhvendra K. Director > "Some Customisation is not available." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6472422) VR Verified Reviewer President > "Bigin has been a great addition to our daily systems as it keeps all the data in one spot for our contacts." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7085230) PR Parthiv R. Founder > "User access/permissions functionality is not very detailed" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6638775) RDM Rahul Dev M. CEO > "It does not overwhelm you like other CRM, and gets the work done that is managing your leads and deals, tracking them, and having timely..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) WM Wong M. Property Realtor > "Onboarding is less than ideal." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7024256) JT June T. owner > "One of Bigin’s strongest features is its mobile app – it’s responsive, well-designed, and allows you to manage your leads on the go." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6768032) LV Laure V. EI > "I cannot add my business email - i will try to contact the sales support" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6478255) PK Peter K. CEO > "It has streamlined our lead and sales management, improved team collaboration, and helped us stay more organized and proactive with clients." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7026574) TK Tre K. Owner > "It took awhile to get my email configure" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6801622) VR Verified Reviewer web developer > "Its intuitive interface makes it simple to track leads and deals, while basic automations help save time on daily tasks." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7038999) SS Stefano S. Freelance > "It's designed for freelancers and small agencies, so it lacks small features like a time tracker." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6044422) WM Wong M. Property Realtor > "Good for tracking leads, contacts, deals, reminders; light automation for repetitive tasks." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7024256) TD Tribhuvan D. BDE > "Too many features are sometimes confusing." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6571231) MB Michael B. Business Dev Manager > "I liked the modular design of the CRM, which allows you to incrementally add on different modules as you scale as a business." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6718087) ND Nick D. VP > "I wasn't able to delete/modify some of the built in pipeline features which meant rebuilding them." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___5048476) BS Brian S. Owner > "Bigin's clean and simple mobile app is also a big win for me when I'm out with clients—highly recommended if you want flexibility without..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7000733) AC Alexis C. Technologist > "In my case, I use android and I don't have this feature available, I don't know if it's for iOS. How about an integration with LinkedIn?" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___4903284) BS Brian S. Owner > "It works exceptionally well on mobile, which is huge for me since I'm often out with clients. If you're a solo service provider or small team,..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7000733) Heather N. CEO > "The way their email toppers and incoming contacts works is a bit cumbersome" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___4879746) VR Verified Reviewer Ceo > "You can literally drag-and-drop a deal to the next stage and have the associated automation trigger instantly, which saves significant time." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7046673) RB Robert B. CEO > "Support is slow to respond." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6650010) AK Akash K. Product Manager > "However, there are some limitations, such as fewer customization options and limited integration with widely used tools. Despite these..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6479495) VR Verified Reviewer Marketing Manager CRM > "Limited customizing options, overall not so useful from mobile in our case." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6136387) NB Neha B. BDE > "The tool offers detailed reporting and analytics features, allowing users to track key metrics," [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6436542) HP Helmut P. Geschäftsführer > "When importing companies and contacts using the file structures of the sample files, it is irritating that Bigin does not automatically link..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___4833781) BG Bhanu G. Head of Marketing > "It helped me keep track of all my contacts, follow-ups, and deals in one place." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6863001) KL Kathy L. CEO > "They also need to have a team in the U.S. as they are very difficult to understand through the thick Indian accent on the phone." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6332761) ŁUkasz B. CEO > "The interface is clean, the setup is quick, and it’s a very practical solution for small businesses" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7116133) SN Sunil N. Medical Record Review > "Also, the integrations with other Zoho apps can be a bit tricky to set up." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6248925) DC Dev C. Sales Head > "The performance and speed is good and Im getting good customer support from their sales team as well. And it's a secured platform." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7154964) AI Aswadhram I. Business Development Executive > "That's the only thing I found difficult." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6594945) NG Naveen G. Operations Manager > "The simple, intuitive interface makes it easy for any team member to quickly adapt, streamlining our sales workflow and keeping everything..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6535551) ND Nicole D. Operations Manager > "Bigin does not provide email routing option" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6207661) SM Sergio M. CEO > "Drag-and-drop deal cards simplify daily workflows, and the learning curve for new users is minimal—most team members were up and running..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6826173) TF Tahli F. Managing Director > "Doesn't integrate with Zoho Books on the free version" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6315760) GM Gaurav M. Admin > "Superb for Early stage business This software allows you to manage all your sales pipline & nurtureing" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7014176) RC Rick C. President > "Service is lacking. While the product is easy to use, you will have questions and the service is offshore and very very spotty" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6023520) OD Olu D. CEO > "This transparency helps in making informed decisions and prioritizing efforts on high-impact activities, ultimately driving higher sales." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6351309) Sneha Y. Sales Executive > "It seems slow to me sometimes and email options seems less." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6343790) AS Antonio S. Web Designer, SEO, Marketer > "It helps keep lead tracking and deal management organized, and connects smoothly with other Zoho apps." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6821914) RV Raghu V. Chief Growth Officer > "Lacks automated whatsapp integrations" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6160483) [View Reviews](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) 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) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) 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) 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) 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) 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) 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) 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) 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) 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) 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) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) 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) 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) 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) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) 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) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) 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 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) 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) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) 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) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) 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 4.71 (734) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## 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 Bigin by Zoho CRM Top features 37/44 - 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/204998/Bigin-by-Zoho-CRM/#features) Wealthbox 34/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Bigin by Zoho CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Bigin by 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 Bigin by Zoho CRM - By Zoho - Located in United States - Founded in 1996 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,465)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $7/year Price $20/month 4.5 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-204998/HubSpot-CRM-vs-Bigin-by-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,786)](https://www.capterra.com/p/61368/Salesforce/reviews/) $7/year Price $25/month 4.5 Features 4.4 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-204998/Salesforce-vs-Bigin-by-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,978)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $7/year Price $14/month 4.5 Features 4.3 4.8 Ease of Use 4.2 [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/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,978)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (601)](https://www.capterra.com/p/210630/Kylas/reviews/) $7/year Price $250/month 4.5 Features 4.7 4.8 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/204998-210630/Bigin-by-Zoho-CRM-vs-Kylas) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,828)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $7/year Price $50/month 4.5 Features 4.3 4.8 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-204998/Dynamics-365-vs-Bigin-by-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,465)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (734)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $7/year Price $20/month 4.5 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-204998/eWay-CRM-vs-Bigin-by-Zoho-CRM) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](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)