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

Breadcrumb: [Home](/) > [Contact Management Software](/directory/434/contact-management/software) > [Act\! \<span\>vs\</span\> Wealthbox](https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox)

# Compare Act\! vs Wealthbox

Canonical: https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox

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

-----

## At a Glance

| Metric | Act\! | Wealthbox |
| **Overall rating** | 3.9/5 | 4.7/5 |
| **Total Reviews** | 909 | 146 |
| **Starting Price** | US$30.00 | US$59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Key features

### Act\!

- 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
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

### Wealthbox

- 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
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

## Links

- [View Act\! Profile](https://www.softwareadvice.ie/software/3259/act-crm)
- [View Wealthbox Profile](https://www.softwareadvice.ie/software/220273/wealthbox)
- [View Original Comparison](https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Act! vs Wealthbox Comparison","description":"Compare Act! vs Wealthbox regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox","about":[{"@id":"https://www.softwareadvice.ie/software/3259/act-crm#software"},{"@id":"https://www.softwareadvice.ie/software/220273/wealthbox#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox#webpage","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"inLanguage":"en-IE","isPartOf":{"@id":"https://www.softwareadvice.ie/#website"}},{"name":"Act!","description":"Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesses in industries such as insurance, financial services, and manufacturing. It helps businesses organize customer data and manage interactions through a centralized, user-friendly interface accessible both in the office and remotely.\n\nThe platform includes features for managing customer data, integrating calendars and emails, tracking sales pipelines, creating interactive quotes, and taking payments. Users can organize calls, emails, notes, tasks, documents, and quotes in one location, with search tools to quickly find detailed customer information. It also offers email marketing tools for creating personalized campaigns, landing pages, forms, and automated workflows to engage with leads and customers.\n\nAct! provides visual dashboards with insights into sales, marketing, and business performance metrics. These dashboards display real-time data to help users identify effective strategies and focus on key activities. Additional features include SMS text messaging, website chat, online appointment scheduling, project management tools, and a self-service customer portal. A mobile application allows users to access contacts and manage opportunities while working remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f3014598-a7f6-4d24-8b3e-30e201ef2e5d.webp","url":"https://www.softwareadvice.ie/software/3259/act-crm","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/3259/act-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":909,"ratingValue":3.9},"offers":{"price":"30","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"name":"Wealthbox","description":"Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.  \n\nKey features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.\n\nWealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/26e5ee8c-87ee-4341-860f-abac476e3f22.png","url":"https://www.softwareadvice.ie/software/220273/wealthbox","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/220273/wealthbox#software","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"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Contact Management Software","position":2,"item":"/directory/434/contact-management/software","@type":"ListItem"},{"name":"Act! vs Wealthbox","position":3,"item":"https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox","@type":"ListItem"}],"@id":"https://www.softwareadvice.ie/compare/3259/220273/act-crm/vs/wealthbox#breadcrumblist"}]}
</script>