--- title: "Wealthbox CRM Pricing 2026 | Capterra" description: "Learn more about Wealthbox CRM pricing plans including starting price, free versions and trials." source_url: "https://www.capterra.com/p/175666/Wealthbox/pricing/" page_type: "pricing" language: "en" --- # Wealthbox CRM Pricing - Overall rating: 4.7 out of 5 from [146 reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) - Starting at $59.00 per month - Free trial: Available - Free version: Not available - Credit card required: No --- ## How much does Wealthbox CRM cost? Wealthbox CRM has **4 different plans**. The pricing **starts at $59 per user per month**. ### Basic - Price: $59.00 - Billing: Per User, Per Month #### Basic plan 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 - Price: $75.00 - Billing: Per User, Per Month #### Pro plan 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 - Price: $99.00 - Billing: Per User, Per Month #### Premier plan 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 - Price: Custom Quote #### Enterprise plan 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 --- ## How does Wealthbox CRM compare to other alternatives? Wealthbox CRM's $59 per user per month starting price is toward the higher end compared to its best alternatives; alternatives start between $14 and $65. Wealthbox CRM pricing comparison | Product | Plans | Starting price | Free version | Free trial | Value for Money | | --- | --- | --- | --- | --- | --- | | Wealthbox CRM — 4.7 out of 5 ([146 reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/)) | 4 plans | $59.00 /user/mo | Not available | Available | 4.7 | | [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) — 4.3 out of 5 ([7,002 reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)) | 5 plans | $14.00 /user/mo | Not available | Available | 4.3 | | [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) — 4.1 out of 5 ([366 reviews](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)) | 3 plans | $65.00 /user/mo | Not available | Available | 3.8 | | [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) — 4.5 out of 5 ([827 reviews](https://www.capterra.com/p/152769/eWay-CRM/reviews/)) | 3 plans | $20.00 /user/mo | Available | Available | 4.4 | | [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) — 4.5 out of 5 ([4,490 reviews](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)) | 3 plans | $20.00 /user/mo | Available | Not available | 4.3 | --- ## Price & value in reviewers' words * * * 5 out of 5 stars > "Very good product for the price and features you receive" Reviewer: Verified Reviewer Role: President * * * 5 out of 5 stars > "It's also cost effective" Reviewer: Tom B. Role: Managing Partners * * * 5 out of 5 stars > "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 offered, which would save money." Reviewer: Barry W. Role: President * * * 5 out of 5 stars > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " Reviewer: Verified Reviewer Role: IAR [Check all reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/)