--- description: Review of Wealthbox Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Wealthbox | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Wealthbox](/software/220273/wealthbox) # Wealthbox Canonical: https://www.softwareadvice.com.au/software/220273/wealthbox Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.com.au/software/220273/wealthbox?page=2) > 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. Key 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. Wealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions. > > Verdict: Rated **4.7/5** by 145 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 145 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**: Starburst Labs ## Commercial Context - **Starting Price**: USD 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 - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing ## Integrations (38 total) - AWeber - Asana - Benjamin - Blueleaf - BombBomb - Calendly - CircleBack - ComplianceHero - Docusign - Dropbox Business - Evernote Teams - Fidelity - Formstack Forms - Gmail - GoTo Meeting ... and 23 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Financial CRM Software](https://www.softwareadvice.com.au/directory/3247/financial/software) ## Alternatives 1. [Redtail CRM](https://www.softwareadvice.com.au/software/76515/redtail) — 4.1/5 (85 reviews) 2. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 3. [Maximizer CRM](https://www.softwareadvice.com.au/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.softwareadvice.com.au/software/31005/eway) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.softwareadvice.com.au/software/1854/hubspot) — 4.5/5 (4451 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. ----- ### "CRM" — 3.0/5 > **Sarah** | *25 November 2019* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen. > > **Cons**: Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use. > > Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used. ----- ### "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.com.au/software/220273/wealthbox?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/220273/wealthbox) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data