# Compare Keap vs Wealthbox 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Keap and Wealthbox based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/76390-175666/Infusionsoft-vs-Wealthbox

---

# Keap vs Wealthbox Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

KeapWealthbox2/4 selected

[Keap](https://www.capterra.com/p/76390/Infusionsoft/)[4.1 (1,298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/)

[Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/)

[## Keap](https://www.capterra.com/p/76390/Infusionsoft/)[4.1 (1,298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/)

Starting Price

$299.00/month

Value-for-Money

3.8

Functionality

4.1

Ease of Use

3.6

Customer Service

4

Reviews Sentiment

Based on [1,298 reviews](#user-reviews)

Positive

1,031

Neutral

146

Negative

121

[## 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

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## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 14,179 reviews from email marketing software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

70%Fit

Not enough reviews

Feature ratings

Email Campaign Management

4.2

Campaign Scheduling

4.5

Newsletter Management

3.8

Email Tracking

\--

Customizable Branding

5.0

\--%Fit

Missing features

Feature ratings

Email Campaign Management

NA

Campaign Scheduling

NA

Newsletter Management

NA

Email Tracking

NA

Customizable Branding

NA

User satisfaction

User satisfaction

4.1

User reviews[1,298](https://www.capterra.com/p/76390/Infusionsoft/reviews/)

Ease of use

3.6

Functionality

4.1

Value for money

3.8

Customer support

4.0

User satisfaction

4.7

User reviews[145](https://www.capterra.com/p/175666/Wealthbox/reviews/)

Ease of use

4.8

Functionality

4.4

Value for money

4.7

Customer support

4.5

Price starts from

Price starts from

$299Usage Based, Per Month

-   Free version
-   Free trial

Price starts from

$59Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Designed for freelancers, self-employed, micro-enterprise, small businesses, and medium-sized companies.

Best for

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

## User reviews

Pros & cons

David V.

Lead Developer

> "Keap is great for providing an all encompassing solution for customer outreach and management as well as email service for small and medium sized..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___7077649)

TW

Toshia W.

Owner

> "I sometimes wish for more customization options in reporting, and the mobile app doesn’t have all the desktop features, which can be frustrating..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6547863)

SF

Sarah F.

Community Manager

> "I found Keap super handy for handle clients relations and marketing automations, which makes it a solid tool for businesses that want to keep all..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6860567)

VR

Verified Reviewer

CEO

> "Way too much time on the support line for hit or miss solutions, and the ever increasing price for a product that is not keeping up feature wise..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6879704)

RL

Ruth L.

Digital Marketing and Growth Strategist

> "email in one place keeps our marketing and sales aligned. When everything is set up properly, it feels like the tool works for you."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___7068940)

JD

Jeremy D.

Support Team Leader

> "Features like spam detect help to make sure your emails don't accidentally contain something that could cause them to get lost or not delivered as..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6697500)

Chris L.

Operations

> "Super easy to set up, customer aquisition and follow up tool that includes billing and invoicing options make for a good all in one solution for a..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___7125891)

CB

Cynthia B.

Manager of Registration Services

> "times when we need troubleshooting the agent on duty doesn’t know how to properly support and ends up escalating."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6854946)

JD

Jeremy D.

Support Team Leader

> "Everything from prospect information capturing to automated email campaigns to saving information about forms and payments makes it simple to..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6697500)

TW

Toshia W.

Owner

> "The learning curve is steep, which can be overwhelming at first, and I sometimes wish for more customization options. While the support team is..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6547863)

RD

Ruel D.

Bookkeeper and Admin

> "Keap offers powerful automation tools that can streamline workflows, automate follow-ups, and enhance customer engagement."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6573720)

RB

Ritu B.

Computer Facilitator

> "It did not always scan for new leads immediately and I had to refresh or double click entries before a campaign was able to run."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6775324)

GB

Gerencia B.

General Manager

> "The automatic status updates with the team helped task coordination while the integration with email meant all client correspondence was recorded..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6775615)

VR

Verified Reviewer

Editorial Coordinator

> "We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4839759)

KR

Karen R.

Owner

> "Their wordpress plugin used to work great, even though you could not modify the visual effect of the optin box without programming, at least it..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6329361)

LH

Luke H.

Financial Advisor

> "It takes too many steps to create a basic automation."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6812085)

RD

Ruel D.

Bookkeeper and Admin

> "After getting over the initial learning curve, I found it invaluable for managing customer relationships, automating marketing, and tracking leads."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6573720)

KR

Karen R.

Owner

> "We got better at turning things off, but then over time as they changed features our grandfathered in ways of doing things got messed up and no..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6329361)

Caroline B.

Bachelor in Supply Chain Management

> "It makes it easier for me to have a more fluid electronic commerce with new and old customers to continue providing good service."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6397012)

KR

Karen R.

Owner

> "final straw was when I showed I had over 100K people visit the form yet none completed the name / email simple form..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6329361)

Chris L.

Operations

> "It's an all in one platform for customer aquisition and management that is easy to set up and simple to use."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___7125891)

SY

Salimata Y.

Officer,Financial Center Assistant Manager

> "Keap can get expensive, especially if you need the advanced features."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6831963)

KK

Karyn K.

Owner

> "Keap has a multi-pronged approach to client management that makes tracking and maintaining client communication easy."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6536600)

GV

Gert V.

Board Member

> "The design is a bit outdated."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6834909)

JD

Jeremy D.

Support Team Leader

> "I was able to create many automated email campaigns to send to prospects and clients without every worrying about it."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6697500)

AV

Amanda V.

Administrator customer service tech support etc

> "Their order forms and internal web forms are beyond dated and the landing page builder they sourced out to another company is one of the worst..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6012548)

MS

Millicent S.

Procurement Officer

> "Customization gives this tool the capability to adapt and integrate with existing software."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6303272)

GB

Gerencia B.

General Manager

> "The main reason why I can say that some follow-ups did not take place was due to inadequate alerts."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6775615)

CB

Cynthia B.

Manager of Registration Services

> "I have learned to love it after the company is planning to move its CRM services to another product that’s significantly worse. But this gave me..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6854946)

VR

Verified Reviewer

IT Consultant

> "The Legacy Email Templates deserve a little upgrade too, the interface looks very 2000s and often breaks the formatting if you don't know how to..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4912679)

HW

Heather W.

CEO

> "Being able to set up automations that not only help collect new leads for my business, but also help get those potential clients scheduled in my..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6152410)

LG

Louisa G.

Head of Marketing & Communication

> "We had spam catching issues, integrating forms into our wordpress website was a pain and required coding everytime we made a change, the workflows..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4512553)

NM

Nikita M.

Group Head - Customer Success

> "The automation tool helps me to grow,Run and scale our business and also not forgetting the capabilities to create systems as an owner not leaving..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6015398)

JB

Jessica B.

Admin Asst

> "The reports and automations are terrible."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6698837)

Hideki N.

Director Consulting Services

> "Its functions allow you to connect by mail with your customer database and maintain more direct contacts and thus establish or concreatr even more..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4800639)

LW

Lloyd W.

Director of Operations

> "We have too many integrations and automations set up that it would just be too arduous to switch."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___5039897)

SF

Steve F.

Lead Software Engineer

> "In my organization, we have been using Keap as our main CRM for tracking our sales pipeline efficiently, but it has also been extremely useful for..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4977826)

Carlos Eduardo D.

Digital Marketing Specialist

> "Keap lacks flexibility in the appointment feature, the way it is set up for availability needs to be improved so that the customer can set it up..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4528044)

AM

Anil M.

Professional Consultant

> "Use templates to create professional looking emails and documents very quickly and easily."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6451669)

HT

Hilary T.

Marketing

> "Sales isn't impressed with it."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6644801)

KR

Karen R.

Owner

> "When we first were looking for a system 14 years ago, the were the best, less expensive than Sales Force and were really geared for online sales..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6329361)

AV

Amanda V.

Administrator customer service tech support etc

> "They don't update very frequently and don't give features that their customers want. "

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6012548)

VR

Verified Reviewer

Marketing Director

> "Excellent search and automation options for the price."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6823136)

TA

Todd A.

Owner

> "I've resorted to contacting my assigned representative, \[sensitive content hidden\], and his manager, \[sensitive content hidden\], but their..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6105798)

AM

Anil M.

Professional Consultant

> "Keep helps us to catch problems early and fix them early with Keap."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6451669)

MA

MICHAEL A.

CLERICAL

> "I DID NOT LIKE THE PRICE OF THIS PRODUCT"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6618190)

VR

Verified Reviewer

FOunder

> "I really liked a lot of their features, including how easy it was to clean out my list, to send emails and to collect payments."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6576903)

VR

Verified Reviewer

Editorial Coordinator

> "Our regular email blasts were not considered good enough."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4839759)

Ashlee B.

Senior Customer Support Manager

> "It really made tracking each individual clients' progress easier and much more straightforward."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6307331)

DN

Debbie N.

Manager

> "The customer support is limited, and the response time can be slow.• Keap is more expensive than some of its competitors, so it may not be the most..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4546524)

ES

Erik S.

CEO

> "The price comparison is a bit above average but for what you receive it is worthwhile."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6863973)

Mehran K.

CEO

> "Be prepared to spend hours with their support team and get to eventually no-where."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#GetApp___6294128)

Ashlee B.

Senior Customer Support Manager

> "I was able to effortlessly monitor each client from start to finish."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6307331)

TA

Todd A.

Owner

> "Customer service is another major letdown."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6105798)

BR

Bryan R.

Marketing Director

> "Has a lot of extra functions, making it more than just a simple email platform"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6497354)

ST

Serge T.

journalist

> "the software often presents malfunctions such as automatic shutdowns or interference latencies"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4382181)

Koji N.

Project Manager

> "In areas of digital marketing, controlling and monitoring customers is extremely necessary and this solution only ensures that it is visible and..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___5086749)

EV

Erick V.

Content Strategist

> "Not so great on the flow of their website management."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4955709)

MT

Marek T.

CEO

> "The centralized customer data and automation features greatly improved my ability to manage and nurture leads."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4816561)

AG

Anthony G.

Business Analyst

> "After heavily researching and trying to find out what happened we found that the account rep only contacted the email they had on file (which was..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4185024)

Rachel M.

System Engineer

> "The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4864510)

AG

Anthony G.

Business Analyst

> "At no point was our organisation contacted by any other means i.e. telephone, other than contacting the incorrect email address."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4185024)

JD

Jeremy D.

Support Team Leader

> "Keap is a great system with a lot of ability to individualize based on your needs!"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6697500)

NT

Natasha T.

Reviewer

> "At the point when you leave it inactive, as opposed to timing out smoothly, you lose any unsaved data."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4443508)

ES

Erik S.

CEO

> "Overall the Keap software is one of the most advance systems compared to others on the market today."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6863973)

TG

Trever G.

Owner

> "Paying for something I couldn't use already had a bad taste in my mouth, the cancellation fee added to that and made the taste worse."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4045769)

MS

Millicent S.

Procurement Officer

> "It incorporates desktop productivity tools."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6303272)

MR

Martin R.

Managing Partner

> "Similarly, when you create a contact you have three options to tag them with; lead/client/other. If you don't mark the contact with any of these..."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___2868295)

GD

Gabriel D.

B to B Strategy Consulting

> "new leads which will make your business grow with this software. With Keap you can really grow your revenue and reach your targeted audience."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6142635)

Sarah H.

System Administrator

> "Keap is missing crucial functionality and customer support that are essential for any expanding firm."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4669194)

EV

Erick V.

Content Strategist

> "What I like the most is that just updated their email design page and now emails have a better look on both desktop and mobile."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4955709)

AD

Assimi D.

Marketing and communication director

> "Really amazing software but its lack of customization options can be a disadvantage for it"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4567581)

MT

Michele T.

CEO, Founder

> "I also appreciate Keap's sincere desire to keep things simple while providing incredible functionality."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6561009)

DN

Debbie N.

Manager

> "Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.•"

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4546524)

Koji N.

Project Manager

> "I like it because it is a solution capable of collecting customer information in a fast and even automated way."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___5086749)

PM

Parag M.

Company Director

> "No training offered as no one answers emails and calls get transferred in a constant queue. "

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___3695730)

MS

Millicent S.

Procurement Officer

> "Brings great Sales analytics skills."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___6303272)

TS

Tina S.

Author

> "Their dashboard sometimes fails to show how many sales they've made."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4379811)

VR

Verified Reviewer

Marketing Manager

> "Keap has allowed us to have one consolidated platform for all Marketing and Sales needs."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___4854540)

SP

Sue P.

founder

> "Templates totally suck, not great looking sales page or landing page."

[See full review](https://www.capterra.com/p/76390/Infusionsoft/#Capterra___3845139)

[View Reviews](https://www.capterra.com/p/76390/Infusionsoft/reviews/)

JH

Jihad H.

Freelancer

> "It helps me connect with clients and make my work done faster than usual"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681)

CG

Cristina G.

President

> "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708)

BB

Beverly B.

Administrative Assistant

> "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626)

TA

Tammy A.

Office Mgr

> "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012)

SS

Samantha S.

Director of Operations

> "I like the 'Tag' process."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748)

AH

Alex H.

Owner

> "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657)

BB

Beverly B.

Administrative Assistant

> "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626)

GG

Geoff G.

Relationship Manager

> "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351)

HB

Hannah B.

Financial Planner

> "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845)

MH

Michael H.

Advisor

> "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726)

MC

Michael C.

Financial Planner

> "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343)

DL

Danielle L.

Advisor Assistant

> "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914)

AS

Alan S.

Principal

> "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890)

BW

Barry W.

President

> "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818)

AC

Anthony C.

Director of Operations

> "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143)

SS

Sally S.

Senior Planner

> "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675)

AS

Art S.

President

> "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519)

MM

Mark M.

Financial Planner

> "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297)

DM

Dana M.

Financial Planner

> "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274)

CG

Caroline G.

Marketing Associate

> "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844)

NK

Neil K.

Owner

> "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251)

CR

Carlos R.

Advisor

> "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462)

MM

Matthewe M.

Financial Advisor

> "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613)

JB

Jeff B.

Principal/Advisor

> "Dialing client phones from within the CRM is clunky and requires an additional step."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253)

RH

Rick H.

Financial Life Advisor

> "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660)

PM

Patrick M.

Operations Manager

> "Does not allow for contact financial reports out from authorized applications (Albridge)"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384)

JH

Joel H.

Tax and Financial Planner

> "The workflow and Opportunities are invaluable to growing and managing your business. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001)

LD

Laurie D.

CEO

> "I would like to add/edit the Additional Info area, but I don't think I can customize those."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275)

LM

Lonnie M.

Financial Representative

> "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891)

JR

Joseph R.

President

> "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188)

KV

Kelsey V.

Client Servicing

> "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960)

KW

Kevin W.

Owner

> "The social media feature is not as useful as expected and/or not relevant"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339)

EN

Elsie N.

Client Service Associate

> "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous CRM..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493)

CH

Chris H.

Managing Partner

> "Relative inflexibility, some integrations aren't as deep as they could be."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519)

MW

Matt W.

Operations Manager

> "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416)

MM

Matthewe M.

Financial Advisor

> "Makes me not want to really fill out detailed data on them."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613)

JB

Jeff B.

Principal/Advisor

> "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253)

DL

Danielle L.

Advisor Assistant

> "Also I have noticed that the email sync always needs to be redone."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914)

ZS

Zane S.

Service Partner

> "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479)

VR

Verified Reviewer

Paraplanner

> "The lack of willingness to take the needs of UK financial advisers into account"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363)

MA

Matthew A.

CFP

> "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231)

TM

Theresa M.

Executive Office Manager

> "Additionally, an enter key sent the email, way uncool."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798)

DP

David P.

founder

> "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135)

RH

Rick H.

Financial Life Advisor

> "The phone app sometimes does not cooperate quickly."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660)

KF

Ken F.

Owner

> "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375)

PF

Philip F.

Financial Advisor

> "I dont like the e mail feature and use it every week. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993)

DF

Donna F.

Operations Manager

> "Easily accessible on the go when you need to quickly check something."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923)

Joel V.

Owner

> "Contacting customer service has been painful in the past. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596)

AP

Andy P.

Financial Advisor/Owner

> "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468)

KF

Ken F.

Owner

> "I simply will not allow for prospects to fall into a crack."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375)

CH

Chris H.

Managing Partner

> "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519)

VR

Verified Reviewer

IAR

> "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906)

MV

Mike V.

President & CVO

> "The entire firm uses it daily and it improves efficiency and drive customer service up."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693)

JR

Joseph R.

President

> "We have yet to find anything that was a problem in our everyday use."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188)

SS

Sally S.

Senior Planner

> "The ability to link future tasks to client accounts is the most useful tool in my opinion."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675)

TF

Thomas F.

Financial Advisor

> "It is on the expensive side compared to other CRMs in the industry."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486)

AC

Anthony C.

Director of Operations

> "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143)

CG

Caroline G.

Marketing Associate

> "It feels underdeveloped and incorrect."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844)

CD

Chris D.

Financial Planner

> "They are the best in tracking lots of information about the clients that are relevant."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437)

BS

Babette S.

Vice President Operations

> "We hated the clunky CRM we had been using and found Wealthbox. "

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513)

NK

Neil K.

Owner

> "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251)

AS

Alan S.

Principal

> "Our greatest hesitation was the of telephone support."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890)

TA

Tammy A.

Office Mgr

> "Able to tag a client without going in their profile, no complicated steps, great functionality."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012)

VR

Verified Reviewer

Wealth Advisor

> "No phone support"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460)

TM

Teresa M.

Office Manager

> "I love the tabs and that you can customize the data page."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133)

CH

Chad H.

Owner

> "I don't waste time repeating simple tasks over and over."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273)

Joel V.

Owner

> "The workflows, being able to design a process and implement other team members is wonderful."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596)

MG

Mark G.

CEO

> "I think the opportunity function needs help"

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157)

AP

Andy P.

Financial Advisor/Owner

> "WB helps me manage every aspect of my business relating to clients."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468)

PT

Pierre T.

Director

> "A few functions not possible, eg create tasks in bulk."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665)

BS

Babette S.

Vice President Operations

> "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513)

CH

Chris H.

Managing Partner

> "It wasn't "fun" or "easy" to use."

[See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519)

[View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/)

## User interface

[Keap](https://www.capterra.com/p/76390/Infusionsoft/)

4.11 (1,298)

[Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)

4.68 (145)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

A/B Testing

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Keap

Top features

37/45

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Autoresponders
-   Campaign Analytics
-   Campaign Scheduling
-   CAN-SPAM Compliance
-   Click Tracking
-   Contact Management
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Surveys
-   Customizable Branding
-   Customizable CTAs
-   Customizable Fields
-   Drip Campaigns
-   Dynamic Content
-   Email Campaign Management
-   Email Sequences
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   GDPR Compliance
-   Generative AI
-   HTML Editor
-   Image Library
-   Landing Pages/Web Forms
-   Lead Capture
-   List Management
-   Mobile Optimization
-   Multi-Channel Marketing
-   Multi-Language
-   Newsletter Management
-   Personalization
-   Preview Functionality
-   Process/Workflow Automation
-   Product Recommendations
-   Real-Time Analytics
-   Reporting/Analytics
-   ROI Tracking
-   Subscriber Management
-   Template Management
-   Third-Party Integrations
-   WYSIWYG Editor

[See all features](https://www.capterra.com/p/76390/Infusionsoft/#features)

Wealthbox

7/45

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Autoresponders
-   Campaign Analytics
-   Campaign Scheduling
-   CAN-SPAM Compliance
-   Click Tracking
-   Contact Management
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Surveys
-   Customizable Branding
-   Customizable CTAs
-   Customizable Fields
-   Drip Campaigns
-   Dynamic Content
-   Email Campaign Management
-   Email Sequences
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   GDPR Compliance
-   Generative AI
-   HTML Editor
-   Image Library
-   Landing Pages/Web Forms
-   Lead Capture
-   List Management
-   Mobile Optimization
-   Multi-Channel Marketing
-   Multi-Language
-   Newsletter Management
-   Personalization
-   Preview Functionality
-   Process/Workflow Automation
-   Product Recommendations
-   Real-Time Analytics
-   Reporting/Analytics
-   ROI Tracking
-   Subscriber Management
-   Template Management
-   Third-Party Integrations
-   WYSIWYG Editor

[See all features](https://www.capterra.com/p/175666/Wealthbox/#features)

### Recognition

No recognitions have been awarded to Keap

Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports

### Deployment & support

Keap

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

Keap

-   By Keap
-   Located in United States
-   Founded in 2001

Wealthbox

-   By Starburst Labs
-   Located in United States
-   Founded in

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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)