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App comparison

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Wealthbox Logo

Wealthbox is CRM you’ll actually enjoy.

Wealthbox Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Zoho CRM logo

Customer relationship management solution

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logo
Zoho CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
14
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Business Process Automation

5/5

User Management

5/5

Meeting Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

HubSpot CRM logo

CRM and lead management solution

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logo
HubSpot CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
15
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

For Mac Devices

5/5

Relationship Tracking

5/5

For Financial Institutions

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

visit website
logo
Less Annoying CRM
logo
Wealthbox

0.2

4.9

Value for money

4.7
15
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Client Management

5/5

Web-based Deployment

5/5

Activity Tracking

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Financial Services Cloud logo

The world's #1 CRM, reimagined for financial services.

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logo
Financial Services Cloud
logo
Wealthbox

0.2

4.5

Value for money

4.7
300
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

Team Assignments

5/5

Pipeline Management

5/5

Lead Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Centrex logo

Cloud-based CRM software for finance sector

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Centrex
logo
Wealthbox

0.1

4.8

Value for money

4.7
Empty state illustration for "No pricing info"

No pricing info

Starting price

59
per user/per month

0.4

4.8

Functionality

4.4

Email Marketing

5/5

Workflow Management

5/5

Lead Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Pipedrive logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
Wealthbox

0.3

4.4

Value for money

4.7
19
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Offline Form

5/5

Online Forms

5/5

Inbox Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Apptivo logo

CRM solution for managing customer accounts

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logo
Apptivo
logo
Wealthbox
4.7

Value for money

4.7
15
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Customizable Fields

5/5

For Small Businesses

5/5

Communication Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

monday CRM logo

Customer relationship management solution

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logo
monday CRM
logo
Wealthbox

0.2

4.5

Value for money

4.7
12
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Project Management

5/5

Prioritization

5/5

Marketing Automation

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Copper logo

The CRM designed for Google Workspace

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logo
Copper
logo
Wealthbox

0.6

4.1

Value for money

4.7
12
per user/per month

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

Customer Journey Mapping

5/5

Data Visualization

5/5

Scheduling

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Bitrix24 logo

All in one business management workspace

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logo
Bitrix24
logo
Wealthbox

0.5

4.2

Value for money

4.7
61
flat rate/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Quotes/Estimates

5/5

Online Time Tracking

5/5

Drag & Drop

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

eWay-CRM logo

Customer relationship management solution

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logo
eWay-CRM
logo
Wealthbox

0.3

4.4

Value for money

4.7
20
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Customizable Branding

5/5

Campaign Management

5/5

Sales Trend Analysis

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Cool Life CRM logo

360° marketing & relationship lifecycle management

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Cool Life CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
195
per feature/per month

Starting price

59
per user/per month

0.2

4.2

Functionality

4.4

Billing & Invoicing

N/A

Internal Chat Integration

N/A

Marketing Automation

N/A

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Sage Sales Management logo

The leading mobile CRM for field sales management.

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Sage Sales Management
logo
Wealthbox

0.4

4.3

Value for money

4.7
19
per feature/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Lead Qualification

5/5

Goal Setting/Tracking

5/5

Calendar/Reminder System

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Vymo logo

Mobile-first intelligent sales assistant for field sales

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logo
Vymo
logo
Wealthbox
4.7

Value for money

4.7
50
/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Reporting/Analytics

5/5

Lead Capture

5/5

Interaction Tracking

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

RAYNET CRM logo

The most easy-to-use CRM solution.

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logo
RAYNET CRM
logo
Wealthbox

0.2

4.9

Value for money

4.7
19
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Search/Filter

5/5

Contact Database

5/5

Territory Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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logo
Efficy CRM
logo
Wealthbox

0.7

4.0

Value for money

4.7
49
per user/per month

Starting price

59
per user/per month

0.5

3.9

Functionality

4.4

Contact Database

5/5

Third-Party Integrations

5/5

Search/Filter

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

Teamogy logo

All-in-one cloud platform for projects, finances & teams

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logo
Teamogy
logo
Wealthbox

0.2

4.9

Value for money

4.7
19
per user/per month

Starting price

59
per user/per month

0.5

4.9

Functionality

4.4

Timesheet Management

5/5

Task Scheduling

5/5

Task Progress Tracking

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

FPS GOLD Core Banking logo

Core processing software for community banks

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logo
FPS GOLD Core Banking
logo
Wealthbox

0.5

4.2

Value for money

4.7
3000
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Mortgages

N/A

Transaction Monitoring

N/A

Credit Union

N/A

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

DealCloud logo

Deals, relationship, and firm management software

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logo
DealCloud
logo
Wealthbox

0.5

4.2

Value for money

4.7
Empty state illustration for "No pricing info"

No pricing info

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

Data Import/Export

5/5

Task Management

5/5

Lead Management

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5

servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

learn more
logo
servis.ai
logo
Wealthbox

0.1

4.8

Value for money

4.7
150
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Calendar/Reminder System

5/5

Sales Pipeline Management

5/5

Quotes/Estimates

5/5

Top Features

Relationship Tracking

5/5

Calendar Management

5/5

Data Import/Export

4.7/5