Copper vs Wealthbox

Best For

Who Uses This Software?

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

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

$19.00/month/user

Not provided by vendor

Free Trial

Yes No

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

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Ratings

Overall


4.5 / 5
(337)
(0)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Training & Support

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

share Share Your Comparison of Wealthbox vs Copper


Copper vs Wealthbox

Copper

by Copper (formerly ProsperWorks)

Wealthbox

by Starburst Labs

Best For

Who Uses This Software?

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

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

$19.00/month/user

Not provided by vendor

Free Trial

Yes No

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(337)
(0)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Training & Support

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

Share Your Comparison of Wealthbox vs Copper