--- description: Review of Wealthbox CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Wealthbox CRM | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Wealthbox CRM](/software/220273/wealthbox) # Wealthbox CRM Canonical: https://www.softwareadvice.ie/software/220273/wealthbox Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/220273/wealthbox?page=2) > 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. > > Verdict: Rated **4.7/5** by 146 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 146 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Wealthbox ## Commercial Context - **Starting Price**: US$59.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - CRM - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing ## Integrations (5 total) - Intuit Mailchimp Email Marketing - Microsoft Bookings - Microsoft Outlook - MyRepChat - eMoney Advisor ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software) ## Alternatives 1. [Redtail CRM](https://www.softwareadvice.ie/software/76515/redtail) — 4.1/5 (85 reviews) 2. [Maximizer CRM](https://www.softwareadvice.ie/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) 3. [eWay-CRM](https://www.softwareadvice.ie/software/31005/eway) — 4.5/5 (827 reviews) 4. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (7002 reviews) 5. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4491 reviews) ## Reviews ### "Wealthbox CRM is excellent" — 5.0/5 > **Verified Reviewer** | *27 June 2022* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: User friendly interface with plenty of integrations > > **Cons**: Dashboard for each client could be a lot better > > Very good product for the price and features you receive ----- ### "Simple and intuitive CRM with plenty of features and integrations" — 4.0/5 > **Brent** | *3 September 2021* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Very easy to use and get oriented with because of the simple layout. It’s helpful to have shortcuts that easily jump from one screen to the next with relatively few clicks > > **Cons**: An important feature that’s missing is the automated reports. The reporting system is very customizable but there’s no way to automatically have reports run and automatically emailed to me. This would be very useful to prompt actions to occur for monthly or weekly maintenance tasks > > I am a huge fan of their simple interface and the way they’re integrated with Zapier so they can work seamlessly with other crucial apps in my business process such as an email parser to extract and auto load leads, my VOIP to make a note whenever I have a client phone call, and whenever I collect data from new clients in PreciseFP. ----- ### "no customer service telephone number." — 1.0/5 > **Walter** | *15 July 2025* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: THE NAME > > **Cons**: MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT > > 1 (one) The sales people were exceptional ----- ### "The best of breed for transactional sales, but not so much for comprehensive planners." — 4.0/5 > **Conrad** | *8 September 2021* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: I am an "old horse," a semi-retired Life Insurance salesman. I've been morphed into a planning practice (fee-based) by a high-tech partner. Wealthbox is only my second CRM experience. The fact that it shares data with many of the other software systems we use has saved us significant time and staff. It does this better than our two previous CRMs. > > **Cons**: The formatting of Planning notes and client meeting note seem to be a problem. We typically review notes from several client meetings, and need to have date- based and topic- based subsets. That has been an issue. Please read my partner's earlier and separate response to this query. His name: \[SENSITIVE CONTENT\]. > > We're stuck on segregating different kinds of notes by topic and date. We want both a chronologically-based record of meeting notes, and a separate set of notes, based on subjects or dates, for example. ----- ### "Great Product" — 5.0/5 > **Nathan** | *7 September 2021* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: I enjoy the ability to create tasks for team members, coordinate in opportunities and set reminders. The way the opportunities tab allows us to create different views is great\! > > **Cons**: I would like to see more customization. Adding the ability to do the following would make this an elite product 1) the ability to send out a link to client that requires them to fill in their own data. It would function as a intake form. We send the client the link. They open it and fill in the required information. Once complete your system will create a contact in the system. Giving the ability for us to add or remove the fields the client will see and have to fill in would be essential. 2) The ability to build templates for quicker access/use. For example, if I am assigning a task to an admin, I could select a template I created that has pre-filled information/questions. I answer those questions so that the admin can see the task and have the required information to complete the task. > > Wealthbox has been great to work with. The software works great and helps us organize everything we do. We wouldn't function without it\! ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/220273/wealthbox?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/220273/wealthbox) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data