---
description: Compare Copper 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: Copper vs Wealthbox Comparison
---

Breadcrumb: [Home](/) > [Sales Force Automation Software](/directory/254/sales-force-automation/software) > [Copper \<span\>vs\</span\> Wealthbox](https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox)

# Compare Copper vs Wealthbox

Canonical: https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox

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

-----

## At a Glance

| Metric | Copper | Wealthbox |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 622 | 145 |
| **Starting Price** | USD 12.00 | USD 59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, 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, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Key features

### Copper

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

### Wealthbox

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

## Links

- [View Copper Profile](https://www.softwareadvice.com.au/software/63221/copper)
- [View Wealthbox Profile](https://www.softwareadvice.com.au/software/220273/wealthbox)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Copper vs Wealthbox Comparison","description":"Compare Copper vs Wealthbox regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox","about":[{"@id":"https://www.softwareadvice.com.au/software/63221/copper#software"},{"@id":"https://www.softwareadvice.com.au/software/220273/wealthbox#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"Copper","description":"Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads &amp; grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.\n\nIts seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.\n\nReady to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/09a16c40-64c6-4927-9f68-602acf35bc7d.jpeg","url":"https://www.softwareadvice.com.au/software/63221/copper","@id":"https://www.softwareadvice.com.au/software/63221/copper#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":622},"offers":{"price":"12","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, 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.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"},{"@id":"https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Sales Force Automation Software","position":2,"item":"/directory/254/sales-force-automation/software","@type":"ListItem"},{"name":"Copper vs Wealthbox","position":3,"item":"https://www.softwareadvice.com.au/compare/63221/220273/copper/vs/wealthbox","@type":"ListItem"}]}]}
</script>