Copper vs Wealthbox

Starting Price

$19.00/month/user

Not provided by vendor

Best For

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

Not provided by vendor

Rating


4.5 / 5
(355)


4 / 5
(2)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


4.5 / 5

4 / 5

Customer Support


4.5 / 5

3 / 5

Features & Functionality


4 / 5

3.5 / 5

Value for Money


4 / 5

4.5 / 5

Product Features

  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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Copper vs Wealthbox

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