# Compare Wealthbox vs monday CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Wealthbox and monday CRM based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/175666-245800/Wealthbox-vs-Monday-CRM --- # Wealthbox vs monday CRM Features and Cost Comparison Last updated April 21st, 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: Wealthboxmonday CRM2/4 selected [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) [## 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 [## monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price $12.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.7 Customer Service 4.6 Reviews Sentiment Based on [462 reviews](#user-reviews) Positive 450 Neutral 7 Negative 5 ## 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 34 / 44 Only Wealthbox - Access Controls/Permissions - Client Management - Relationship Tracking Best performer 38 / 44 Only monday CRM - AI Copilot - Forecasting - Generative AI User satisfaction 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 User satisfaction 4.7 User reviews[462](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Ease of use 4.7 Functionality 4.5 Value for money 4.5 Customer support 4.6 Price starts from Price starts from $59Per User, Per Month - Free version - Free trial Price starts from $12Per 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 Best for mid and small businesses, monday CRM is a fully customizable and AI-based CRM that enables revenue to sell faster and streamline communications with innovative tools. ## User reviews Pros & cons 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/) SG Simran G. Senior Client Success Manager > "From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314) Ashley N. Founder, Marketing and Operations Specialist > "A few of the preset functionalities have a few gaps. When mporting leads from another platform, the creation log cannot backlog the original data,..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7137353) AR Anais R. COO > "It works especially well for managing projects and workflows in one place. While there’s a bit of a learning curve to unlock its full potential, once..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202) DM Desiree M. Founder > "That means an email about Deal A will also show up under Deal B and Deal C if the same contact is linked, which can create confusion for reps trying..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) SC Starla C. Project Manager > "I also really love the ability to track and visualize data through as microscopic of a lenses as needed with the use of custom filters and settings." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) SC Starla C. Project Manager > "Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) KT Ken T. Marketing > "The ability to tailor pipelines, automate follow-ups, and integrate with tools like Slack and Gmail has helped us streamline a lot of our manual..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) PB Patrick B. Business Development Specialist > "Something I don't like as much is the email feature, it feels clunky to me and unintuitive, and there are times where I have to write my email in a..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146) KK Kadance K. Office Manager > "It’s a flexible and visually appealing platform that makes it easy to manage leads, track progress, and collaborate with my team. Once I got past the..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049) SE Sandy E. Office Administrator > "I am not a huge fan that some features don't cross over between the two platforms of the CRM and work management, and also, I do wish that it was..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134737) JR Jade R. Administrative Assitant > "It's been extremely helpful in organizing my daily work tasks, tracking progress within various teams, and tracking meetings and notes." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865248) SC Starla C. Project Manager > "However, that level of customization, can feel overwhelming and like it comes with confusing guardrails." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) PK Patrick K. Vice President at JPK and Associates, Inc. > "I can see in a flash where my prospects stand thanks to interactive status buttons ("To follow up", "In negotiation", "Won")." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7152111) VR Verified Reviewer CRM Manager > "The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in person demo to..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6602004) DM Desiree M. Founder > "Email tracking gives you visibility into when recipients open and click, which is great. " [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) AC Amelia C. Director of Impact > "I'm sure that monday has this capability, but it is taking me a bit longer to navigate it as it is less intuitive." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076) OP Onuora P. Sales representative > "It’s especially helpful when you’re juggling multiple stakeholders or managing different stages of a project within your CRM." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) DL Dan L. Customer Care Specialist > "Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a built in secretary..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7022065) MM Marcelo M. CEO > "The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on execution." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111) VK Veronika K. Administrator > "Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865052) VR Verified Reviewer Virtual assistant > "While it’s not the cheapest option, the amount of organization, time savings, and team coordination it offers can make it worth the investment,..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6874146) VR Verified Reviewer Director of Sales and Marketing > "Some plug ins are difficult to integrate with Monday.com." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6866193) TC Tara C. Owner > "It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865127) VR Verified Reviewer Brand and Product marketing lead > "There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6596662) SG Simran G. Senior Client Success Manager > "Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314) MP Marlon P. Owner > "The cost - I can't purchase 1 seat as I am a solo operator." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865595) OP Onuora P. Sales representative > "The interface is clean and intuitive, and I can keep everyone in the loop without switching tools." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) HF Haley F. Strategic Assistant > "I personally find the automations a little bit confusing." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112) KK Kadance K. Office Manager > "It makes it easy to tailor workflows to fit exactly what my team needs, while keeping everything organized and easy to track at a glance." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049) BE Bakka E. invetory officer > "I wish they could refund me the subscription that i wasted while using this software." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6486902) VR Verified Reviewer Managing Director > "Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) Amanda G. Human Resources Generalist > "The inability to do content searches using MondayDoc is a notable omission from Monday.com." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209) VR Valerie R. Northwest Regional Manager > "I like the idea that the person who comes into my role after me will be able to access the entire history of customer interactions and be caught up." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) Amanda G. Human Resources Generalist > "There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209) AR Anais R. COO > "Overall, it’s been a really valuable tool for organizing work and improving visibility across teams." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202) David O. Reviewer > "It may not be the best fit for larger enterprises or organizations with more complex sales processes." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4401190) TG Taylor G. Manager, Finance and HR > "It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds and do some automation." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7089128) JM Jenn M. Executive Producer > "I form function is very basic and not visually appealing - I had planned to use it for lead capture of new prospects but it's pretty ugly so I'm..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3480186) KT Ken T. Marketing > "We've been using Monday.com CRM to manage our sales pipeline and team workflows, and overall it’s been a solid tool." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) Minsu K. CEO > "All board members are unable to copy workspaces." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4416140) VR Verified Reviewer Managing Director > "The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps)." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) FA Francisco A. EA to the VP of Sales > "The way it is set up it gets to the point where you just have far too many boards and its hard to keep track of, you need boards to keep track of the..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3489840) JI Jenn I. Chief Experience Officer > "In less than a week I was able to set up the system and implement a fully automated system for deal management." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599) Keri K. Systems Manager > "This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712) VR Verified Reviewer Managing Director > "Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) Greg W. Operations Manager > "Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491188) MM Marcelo M. CEO > "As a project manager, what I like most about monday CRM is how seamlessly it integrates into my daily workflow." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111) Mohammad Bilawal B. Field and Digital Marketing Manager > "I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3254828) KT Ken T. Marketing > "Great UI/UX for tracking leads and stages" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) DT Daichi T. Business Development Manager > "We often missed our client agreement due date because there is no platform to manage it with reminder or automation." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3476501) VR Valerie R. Northwest Regional Manager > "It organizes my contacts so neatly and makes partner management less overwhelming." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) TB Todd B. Director > "Monday.com has a bigger interface, which sometimes makes it harder to put as many things on a page as I wish." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491250) DM Desiree M. Founder > "Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great!" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) Sam L. Broker Associate > "Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3499330) HF Haley F. Strategic Assistant > "The rep I spoke with was very patient with me, answered all of my questions, and even sent a video recording to explain something to help me..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112) JB Jenny B. Project Manager > "When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487482) JI Jenn I. Chief Experience Officer > "It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was available." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599) MK Macy K. Marketing Manager > "Sometimes, when you upload files, it can be a bit glitchy and takes a while for another user to see." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487171) OP Onuora P. Sales representative > "I’d definitely recommend it to anyone who wants more visibility and control over their customer journey." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) Keri K. Systems Manager > "On large boards, we begin seeing glitches, like time tracking not immediately working properly." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712) Avery C. Founder > "The functionality of Monday for the low cost is an enormous benefit to our organization." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865195) Robin L. Founder, Consultant > "The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477294) MB Mark B. CEO > "I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7042537) MM Megan M. Business Development Managerr > "Copying subitems from board to board is a bit tricky as they go out of order." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3312995) Ava H. Staff Software Engineer > "Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6556911) SL Sangwoo L. Vice President > "Pro version is losing some features such as multi-level permissions" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491450) PB Patrick B. Business Development Specialist > "Overall i have had a good experience with monday, it helps me and my team stay organized and on the same page" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146) BT Benjamin T. Product Manager > "Lacks a good way to track activities and is buggy with a lot of data" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492545) VR Verified Reviewer Managing Director > "We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) EN Erin N. Partnership Lead > "I do get some error messages when trying to update tasks and change the view." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487382) PD Pat D. Sr. Director, Finance > "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6788475) LM Luke M. Owner > "Additionally, the expanded view of items is customizable but not the best." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477851) BF Beatriz F. Mkt and sales manager > "I would like to sign up eventually because I really adapted to the tools and it has great use in daily tasks and projects management." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6512462) SW Sean W. CDO > "The mobile app is buggy and often has connection issues. " [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492795) VR Verified Reviewer Managing Director > "For sure the best part is how quickly we got it up and running, with no consultants or long setup." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) TP Thomas P. Managing Partner > "Items that fall to the bottom of the lead tracking list get easily forgotten." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492118) VR Valerie R. Northwest Regional Manager > "I think once I get into a rhythm with things it will be incredibly helpful and will make me far more efficient." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) VV Vyshna V. technical project manager > "I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487186) AC Amelia C. Director of Impact > "The user interface is sleek and attractive, and I find the platform easy to navigate." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076) SL Stephanie L. Tour Manager > "However, we had months of inconsistencies and threads not logging." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491242) [View Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/) ## User interface [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) 4.69 (462) ## 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 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) monday CRM Top features 38/44 - 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/245800/Monday-CRM/#features) ### Recognition Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports monday CRM is recognized as a top-rated tool in 4 Capterra Shortlist reports ### 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 monday 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 monday CRM - By monday.com - Located in Israel - Founded in 2014 ## Popular Comparisons [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) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) $12/month Price $25/month 4.5 Features 4.4 4.7 Ease of Use 4.0 [View full 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$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) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $12/month Price $7/year 4.5 Features 4.5 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/204998-245800/Bigin-by-Zoho-CRM-vs-Monday-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/)[4.52 (4,462)](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 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