---
description: Compare Wealthbox vs ProBuilt ERP 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 vs ProBuilt ERP Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Wealthbox \<span\>vs\</span\> ProBuilt ERP](https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt)

# Compare Wealthbox vs ProBuilt ERP

Canonical: https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt

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

-----

## At a Glance

| Metric | Wealthbox | ProBuilt ERP |
| **Overall rating** | 4.7/5 | 5.0/5 |
| **Total Reviews** | 145 | 4 |
| **Starting Price** | USD 59.00 | USD 39.00 |
| **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, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Documentation, Videos |

## Key features

### Wealthbox

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

### ProBuilt ERP

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Customer Database
- Customizable Reports
- 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 Wealthbox Profile](https://www.softwareadvice.com.au/software/220273/wealthbox)
- [View ProBuilt ERP Profile](https://www.softwareadvice.com.au/software/530405/ProBuilt)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Wealthbox vs ProBuilt ERP Comparison","description":"Compare Wealthbox vs ProBuilt ERP regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt","about":[{"@id":"https://www.softwareadvice.com.au/software/220273/wealthbox#software"},{"@id":"https://www.softwareadvice.com.au/software/530405/ProBuilt#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"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.com.au/software/220273/wealthbox","@id":"https://www.softwareadvice.com.au/software/220273/wealthbox#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":145},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"name":"ProBuilt ERP","description":"ProBuilt ERP is an enterprise resource planning and business management platform that offers features such as accounting, sales management/CRM, operations Management, intracompany messaging, intracompany file server, payment services by Stripe, sales tax calculations by Zamp and payroll services by Check Technologies.\n\nThe core of ProBuilt ERP includes its \"Floating Forms\" and \"Data Stacking\" technologies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/556063f6-acfc-46dc-9ae5-a1b79d1c8558.png","url":"https://www.softwareadvice.com.au/software/530405/ProBuilt","@id":"https://www.softwareadvice.com.au/software/530405/ProBuilt#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":4},"offers":{"price":"39","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt#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 vs ProBuilt ERP","position":3,"item":"https://www.softwareadvice.com.au/compare/220273/530405/wealthbox/vs/ProBuilt","@type":"ListItem"}]}]}
</script>
