---
description: Compare Wealthbox CRM vs Zoho CRM regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Wealthbox CRM vs Zoho CRM Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Wealthbox CRM \<span\>vs\</span\> Zoho CRM](https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm)

# Compare Wealthbox CRM vs Zoho CRM

Canonical: https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm

> Detailed comparison between Wealthbox CRM and Zoho CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Wealthbox CRM | Zoho CRM |
| **Overall rating** | 4.7/5 | 4.3/5 |
| **Total Reviews** | 146 | 7002 |
| **Starting Price** | US$59.00 | US$14.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Wealthbox CRM

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

### Zoho CRM

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

## Links

- [View Wealthbox CRM Profile](https://www.softwareadvice.ie/software/220273/wealthbox)
- [View Zoho CRM Profile](https://www.softwareadvice.ie/software/392464/zoho-crm)
- [View Original Comparison](https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Wealthbox CRM vs Zoho CRM Comparison","description":"Compare Wealthbox CRM vs Zoho CRM regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm","about":[{"@id":"https://www.softwareadvice.ie/software/220273/wealthbox#software"},{"@id":"https://www.softwareadvice.ie/software/392464/zoho-crm#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm#breadcrumblist"},"@id":"https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm#webpage","@type":["WebPage","CollectionPage"],"publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"inLanguage":"en-IE","isPartOf":{"@id":"https://www.softwareadvice.ie/#website"}},{"name":"Wealthbox CRM","description":"Wealthbox CRM is a cloud-based client relationship management solution built for financial advisors, wealth management firms, and independent broker-dealers of all sizes. Wealthbox CRM helps teams track client interactions, manage tasks and workflows, monitor opportunities, and collaborate across the organization from a single platform. Core features include contact management, activity tracking, pipeline reporting, and integrations with popular custodians and financial planning tools. These features help advisory teams stay organized, reduce manual data entry, and keep client records up to date. The software is deployed via the cloud, so users can access it from any web browser without installing software locally. Small independent practices and large enterprise firms alike can use Wealthbox CRM to manage client relationships and streamline day-to-day operations. Support is available through email, phone, live chat, and an online knowledge base.","image":"https://images.g2crowd.com/display-layer-screenshots/58410/42a9777119afaad76288b1088108650245bbe33e7c990184f914c5421877aaa7.png","url":"https://www.softwareadvice.ie/software/220273/wealthbox","@id":"https://www.softwareadvice.ie/software/220273/wealthbox#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":146,"ratingValue":4.7},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"name":"Zoho CRM","description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://images.g2crowd.com/display-layer-screenshots/576/5cea612ba732ce50e6aefda9f5e8e7b474250b4cdf4fc035f0ac9c19e0363fbe.png","url":"https://www.softwareadvice.ie/software/392464/zoho-crm","@id":"https://www.softwareadvice.ie/software/392464/zoho-crm#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":7002,"ratingValue":4.3},"offers":{"price":"14","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/3247/financial/software","@type":"ListItem"},{"name":"Wealthbox CRM vs Zoho CRM","position":3,"item":"https://www.softwareadvice.ie/compare/220273/392464/wealthbox/vs/zoho-crm","@type":"ListItem"}]}]}
</script>