--- title: "Wealthbox CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Wealthbox CRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/175666/Wealthbox/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Wealthbox CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Wealthbox CRM ## What is Wealthbox CRM? Wealthbox CRM is a cloud-based client relationship management platform built for financial advisors and wealth management firms. It helps teams organize client data, track relationships, and manage daily tasks from a single workspace. Wealthbox CRM gives advisors tools to manage contact records, monitor sales pipelines, automate workflows, and sync emails and calendars. Teams can collaborate on client accounts, assign tasks, and log meeting notes in one shared system. The platform is suited for independent advisors, RIAs, broker-dealers, and financial planning firms of all sizes looking to organize client relationships and streamline day-to-day operations. ## What is Wealthbox CRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 146 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $59 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Wealthbox CRM?[Manage this product listing](https://www.g2.com/products/wealthbox-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Wealthbox CRM 4.7 (146) VS. [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price $59 Per User, Per Month Starting Price $65 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (146) Ease Of Use 3.9 (85) Value For Money 4.7 (137) Value For Money 3.8 (73) Customer Service 4.5 (134) Customer Service 4.0 (75) ## Wealthbox CRM alternatives [4.5 (828)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (7,005)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/175666/Wealthbox/alternatives/) ## FAQs about Wealthbox CRM Overview ### What problems does Wealthbox CRM solve? Wealthbox CRM solves scattered client records, missed follow-ups, and slow day-to-day CRM work by centralizing notes, emails, tasks, calendars, and integrated financial data in one place. Financial advisors, RIAs, administrative assistants, and small advisory teams benefit most from faster onboarding, easier collaboration, and fewer manual logins across disconnected tools. Answer based on 113 reviews Overview ### Which roles and teams benefit most from Wealthbox CRM? Wealthbox CRM is most used by financial advisors, planners, and CFP professionals who need to manage client relationships, track opportunities, and stay on top of follow-ups. Firm owners, presidents, and partners use it for pipeline visibility and team coordination, while operations and client service teams streamline workflows, task management, and client onboarding. Answer based on 146 reviews Overview ### What company size and industries is Wealthbox CRM built for? Wealthbox CRM is built primarily for small financial firms: 100% of reviewers are small businesses, and 88% are in Financial Services. It also serves Investment Management firms at 8% and Insurance at 1%, aligning with its focus on advisors, RIAs, broker-dealers, banks, and family offices for financial CRM use. Answer based on 146 reviews Features and Usability ### What are the key features of Wealthbox CRM? Wealthbox CRM includes core CRM features like contact management, client notes, task management, calendar sync, and email templates. Its differentiators are workflow management and third-party integrations through API connections, plus tags and activity tracking that help financial advisors manage follow-ups, onboarding, and client communication in one place. Answer based on 55 reviews Pricing ### How much does it cost and what fees or limitations are included? Wealthbox CRM starts at $59/user/month for Basic, or $35/user/month billed annually; Pro costs 75 monthly or 49 annually, and Premier 99 monthly or 65 annually. A 30-day free trial is available. Reviewers often call it affordable and cost effective, though multi-user pricing can get expensive. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Wealthbox CRM integrate with? Wealthbox CRM integrates with Zapier, Calendly, Google Calendar, Levitate, and SurveyMonkey, plus official connections for Microsoft Outlook, Mailchimp, and eMoney Advisor. Reviewers also mention using Zapier to link Wealthbox with tools like Monday.com, ActiveCampaign, and QuickBooks for scheduling, marketing, surveys, and contact automation. Answer based on 60 reviews Getting Started and Support ### How easy is it to onboard and train a team on Wealthbox CRM? Wealthbox CRM is quick to onboard for most teams, with live online sessions, webinars, videos, and documentation available for training. Reviewers say nontechnical users, new CRM users, and administrative staff often start quickly with limited training, while admins and workflow owners may need more time to organize processes and learn advanced features. Answer based on 21 reviews Getting Started and Support ### What customer support options does Wealthbox CRM offer, and how do users rate the experience? Wealthbox CRM offers email/help desk, an FAQ/forum, and a knowledge base. Users often describe support as fast, proficient, and effective, with email replies sometimes arriving within minutes. Common frustrations center on limited direct access for urgent issues and occasional back-and-forth when users want quicker troubleshooting. Answer based on 44 reviews User interface ### How easy is Wealthbox CRM to use day to day? Wealthbox CRM makes daily work easy with a clean layout, simple navigation, and quick access to notes, tasks, and calendars. Financial advisors, small teams, and less technical users often find it approachable, though some mention a less polished contact view, uneven mobile experience, and a few awkward search and tag workflows. Answer based on 33 reviews ## Who uses Wealthbox CRM? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 250 Financial CRM reviews Capterra data shows that buyers of Financial CRM rank the following features as their top priorities: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) Wealthbox CRM supports all three of the features reviewers rate most important: **Contact Management**, **Workflow Management**, and **CRM**. Together, these capabilities help businesses keep client records organized, manage repeatable processes more efficiently, and maintain a complete view of customer relationships, allowing teams to improve follow-up, coordination, and day-to-day client service. CRM 4.0 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management 4.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Client Management 3.9 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 4.3 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Workflow Management 3.6 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Wealthbox CRM 33 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (146) 4.4 Based on 146 reviews ## Pricing Value for money 4.7 (137) Free Trial [View pricing plan details](https://www.capterra.com/p/175666/Wealthbox/pricing/) Basic $59.00 Per User,Per Month It includes: - 1 CRM Workspaces - 1 Opportunity Pipelines - 2-Factor Authentication - 2 GB File Storage - Activity Stream - Administrative Controls - Bank-Level Security - Bcc Email Forwarding - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Video Tutorial Library - Workflows Pro $75.00 Per User,Per Month It includes: - 2-Factor Authentication - 3 CRM Workspaces - 5 GB File Storage - 5 Opportunity Pipelines - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Video Tutorial Library - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workspace Account Switcher Premier $99.00 Per User,Per Month It includes: - 10gb File Storage - 10 Opportunity Pipelines - 2-Factor Authentication - 5 CRM Workspaces - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Video Tutorial Library - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workflow Template Publishing - Workspace Account Switcher Enterprise Contact Vendor for Pricing It includes: - 20 GB File Storage - 2-Factor Authentication - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Dedicated Account Manager - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Enterprise Implementation Program - Enterprise SSO - Knowledge Base Q&A - Live Help - Mobile App Companion - On-Premise Exchange Sync - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Priority Enterprise Support - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SFTP Account Reports & Backups - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Unlimited CRM Workspaces - Unlimited Opportunity Pipelines - Video Tutorial Library - VPN Support for Exchange Sync - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workflow Template Publishing - Workspace Account Switcher Value for money 4.7 (137) 4.7 Based on 137 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Bookings](https://www.capterra.com/p/176567/Bookings/)[ eMoney Advisor](https://www.capterra.com/p/119135/emX/)[ Intuit Mailchimp Email Marketing](https://www.capterra.com/p/10059087/Intuit-Mailchimp-Email-Marketing/)[ MyRepChat](https://www.capterra.com/p/10072650/MyRepChat/) 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. ## Support, customer service and training options Customer Service 4.5 (134) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (134) 4.5 Based on 134 reviews ## User reviews Overall rating 4.7 Based on 146 reviews Filter by rating 5(104) 4(37) 3(3) 2(0) 1(2) Mentioned topic Sorted by most recent Tony B. Operations Manager Financial Services ### "Lack of access to your Data for Searching" 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 May 18, 2026 System can be glitchy at times and require weekly data browser cache clearing to maintain functionality. Pros Easy to use and configure to your organizational needs. Provides the ability to customize some fields within the system. Cons Workflow management. It offers the ability to have workflows used in the system and gives the end user the ability to comment within each workflow step to acknowledge/comment on any issue that may of occurred during the step task. Here is the issue, Wealthbox does not offer Search capabilities within Workflows.... so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data.... Alternatives considered [Retail Pro](https://www.capterra.com/p/164131/Retail-Pro-9/) Reasons for choosing Wealthbox CRM At the time Retail was not very userfriendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WP Walter P. OWNER Financial Services ### "no customer service telephone number." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 15, 2025 1 (one) The sales people were exceptional Pros THE NAME Cons MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) U HAVE GREAT salespeople Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Samantha S. Director of Operations Financial Services ### "Not a complex CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 22, 2024 Overall, we have had a good experience. Pros It is easy to use. It allows client management and task tracking. I like the 'Tag' process. Cons Printing a selection is not as easy as it should be. There is a lot of less than and greater than information. This can get complicated. It would be easier to just have a selection of criteria available to pull into a text window and print from those criteria. It's a bit of a run around. Reasons for choosing Wealthbox CRM I did not work here when the product was chosen but I have heard that price was a big factor. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JM Jason M. Assoc Financial Advisor Financial Services ### "Wealthbox: Great Entry Point for A CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 17, 2024 very good, started fresh easy to figure out next best steps Pros easy navigation, easy UX, access to client history Cons reporting could be improved, also would love the ability to customize client cards to meaningful info Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jihad H. Freelancer Computer Hardware ### "The benefit of wealthbox" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 23, 2023 I can communicate more with my advisor and solve many problems with less time Pros It helps me connect with clients and make my work done faster than usual Cons It just a little bit expensive and sometime hard to connect with client Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DF Donna F. Operations Manager Financial Services ### "Good for small teams, would like more customizations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 6, 2022 Pros It's easy to navigate. Easily accessible on the go when you need to quickly check something. Cons Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and). Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Wealthbox CRM Simpler, less functions we wouldn't use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Joel H. Tax and Financial Planner Financial Services ### "Great CRM for any size of practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 November 9, 2022 It has been so easy to use and manage as my business grows. Pros It is very easy to set up and import data. The workflow and Opportunities are invaluable to growing and managing your business. Cons Not much to discuss as negatives. They are constantly updating so you can suggest features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Mack C. Financial Planner Financial Services ### "Wealthbox is Great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2022 Pros task and workflow management, price is reasonable Cons customizable reports aren't intuitive for me Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User President Financial Services ### "Wealthbox CRM is excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 27, 2022 Very good product for the price and features you receive Pros User friendly interface with plenty of integrations Cons Dashboard for each client could be a lot better Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reasons for choosing Wealthbox CRM Ease of use and integrations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CG Caroline G. Marketing Associate Financial Services ### "A Website I NEED For My Life to Function " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 May 6, 2022 I highly, highly recommend Wealthbox. It is a great platform with a wide selection of integral-to-my-life features that keep me coming back many times an hour, every day of the working week. It might be one of my most visited websites... not because it is arduous or monotonous, but because it is an staple in my professional (and sometimes personal) life. Pros I like how Wealthbox is a centralized location for so much of our firm and so much of my life alike. When I am working, this software is always lulling in the background somewhere. I reference it often throughout the day. I can task myself; I can task other people to complete something imperative and direct to their natures; I can book my schedule and work with others around theirs. I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information. Cons When searching for a client at the search bar, there is little to no information about them beside their name. In short, the contact management is not my favorite feature. Wealthbox could benefit from a more polished contact page as well. It looks... messy. There is not a cohesive, consistent feel. I am also not a fan of the Contacts > Tags or Contacts > Manage Tags section on Wealthbox. It feels underdeveloped and incorrect. Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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