App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Wealthbox CRM
5
104
4
37
3
3
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud CRM for financial advisors and wealth firms
Last updated: September 2026
Wealthbox CRM Alternatives & Competitors (2026)
Top 5 free alternatives
Bigin by Zoho CRM
The easiest small business CRM, now enhanced with AI.
Value for money
Starting price
0.1
Functionality
API
4.8/5
Activity Dashboard
4.5/5
Access Controls/Permissions
4.4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Creatio AI CRM
AI CRM where people and AI agents work together.
0.1
Value for money
Starting price
0.2
Functionality
Access Controls/Permissions
5/5
Activity/News Feed
4/5
A/B Testing
N/A
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
monday CRM
Customer relationship management solution
0.2
Value for money
Starting price
0.1
Functionality
API
4.8/5
Activity Dashboard
4.6/5
Activity Tracking
4.5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Daylite for Mac
All-in-One Business App for Service-Based Firms.
0.3
Value for money
Starting price
0.1
Functionality
Business Process Automation
5/5
Calendar Management
4.8/5
Calendar/Reminder System
4.6/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
eWay-CRM
Customer relationship management solution
0.3
Value for money
Starting price
0.1
Functionality
Activity Tracking
4.7/5
Access Controls/Permissions
4.2/5
API
3.8/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Zoho CRM
Customer relationship management solution
0.4
Value for money
Starting price
0.1
Functionality
Activity Dashboard
4.6/5
Access Controls/Permissions
4.4/5
Alerts/Escalation
4.4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
HubSpot CRM
CRM and lead management solution
0.4
Value for money
Starting price
Functionality
Activity Tracking
4.6/5
Batch Processing
4.5/5
Alerts/Notifications
4.5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
monday AI Work Platform
Project management software
0.4
Value for money
Starting price
0.1
Functionality
Accounting
5/5
360 Degree Feedback
4.8/5
Advertising Management
4.8/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Copper
The CRM designed for Google Workspace
0.6
Value for money
Starting price
0.3
Functionality
Activity Tracking
5/5
Alerts/Notifications
4.6/5
Calendar/Reminder System
4.4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Sage Intacct
Best-in-class Cloud ERP for Finance
0.7
Value for money
No pricing info
Starting price
0.2
Functionality
Activity Tracking
5/5
Accounting
4.6/5
Accounting Integration
4.4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
NetSuite
AI-powered cloud-based business management suite
0.8
Value for money
No pricing info
Starting price
0.2
Functionality
Accounting Integration
4.7/5
Accounts Payable
4.5/5
Activity Tracking
4.4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Maximizer CRM
Customer relationship and lead management solution
0.9
Value for money
Starting price
0.5
Functionality
Activity Tracking
5/5
Alerts/Notifications
5/5
Activity Dashboard
4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.4
Value for money
Starting price
0.2
Functionality
Activity Tracking
4.6/5
Contact Database
4.6/5
Calendar Sync
4.5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.9
Value for money
Starting price
0.3
Functionality
Activity Dashboard
4.5/5
Appointment Management
4.3/5
Activity Tracking
4/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.2
Value for money
Starting price
0.1
Functionality
Activity Tracking
5/5
API
5/5
Calendar Sync
5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.3
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Activity Tracking
5/5
Appointment Scheduling
5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.5
Value for money
Starting price
0.4
Functionality
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.5
Value for money
No pricing info
Starting price
0.3
Functionality
Accounting
N/A
Activity/News Feed
N/A
Activity Planning
N/A
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Cloud-based CRM software for financial services institutions
0.2
Value for money
Starting price
0.1
Functionality
Accounting
5/5
Activity Dashboard
5/5
Accounting
N/A
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
0.3
Value for money
No pricing info
Starting price
0.6
Functionality
Accounting
N/A
Accounting Integration
N/A
Accounts Payable
N/A
Top Features
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
