getapp-logo

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. 

Wealthbox Logo

Wealthbox is CRM you’ll actually enjoy.

Last updated: March 2026

Wealthbox Alternatives & Competitors (2026)

Top 6 free alternatives

Filter results

Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

visit website
logo
Bigin by Zoho CRM
logo
Wealthbox
4.7

Value for money

4.7
7
per user/per year

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

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

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

visit website
logo
Financial Services Cloud
logo
Wealthbox

0.2

4.5

Value for money

4.7
325
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

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

eWay-CRM logo

Customer relationship management solution

visit website
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

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 logo

Customer relationship management solution

visit website
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

Activity Dashboard

4.6/5

Access Controls/Permissions

4.5/5

Alerts/Notifications

4.4/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

HubSpot CRM logo

CRM and lead management solution

visit website
logo
HubSpot CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
20
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

Activity Tracking

4.6/5

Alerts/Notifications

4.5/5

Activity Dashboard

4.4/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Copper logo

The CRM designed for Google Workspace

visit website
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

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 logo

Best-in-class Cloud ERP for Finance

visit website
logo
Sage Intacct
logo
Wealthbox

0.7

4.0

Value for money

4.7
Empty state illustration for "No pricing info"

No pricing info

Starting price

59
per user/per month

0.2

4.2

Functionality

4.4

Activity Tracking

5/5

Accounting

4.6/5

Activity Dashboard

4.5/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

learn more
logo
Salesforce Sales Cloud
logo
Wealthbox

0.6

4.1

Value for money

4.7
25
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

AI/Machine Learning

4.9/5

Activity Tracking

4.6/5

Activity Dashboard

4.5/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

monday.com logo

Project management software

learn more
logo
monday.com
logo
Wealthbox

0.4

4.3

Value for money

4.7
9
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

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

Nimble logo

Contact management & social relationship solution

learn more
logo
Nimble
logo
Wealthbox

0.4

4.3

Value for money

4.7
29.9
per user/per month

Starting price

59
per user/per month

0.2

4.2

Functionality

4.4

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

Keap logo

An all-in-one CRM, sales and marketing automation solution

learn more
logo
Keap
logo
Wealthbox

0.9

3.8

Value for money

4.7
299
usage based/per month

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

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

EngageBay CRM logo

Integrated sales & marketing software for growing teams

learn more
logo
EngageBay CRM
logo
Wealthbox
4.7

Value for money

4.7
14.99
per user/per month

Starting price

59
per user/per month

0.2

4.6

Functionality

4.4

A/B Testing

5/5

Activity Tracking

5/5

Alerts/Notifications

4.8/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
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

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

Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

learn more
logo
Daylite for Mac
logo
Wealthbox

0.3

4.4

Value for money

4.7
25
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Business Process Automation

5/5

Calendar Management

4.7/5

Calendar/Reminder System

4.6/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Maximizer CRM logo

Customer relationship and lead management solution

learn more
logo
Maximizer CRM
logo
Wealthbox

0.9

3.8

Value for money

4.7
65
per user/per month

Starting price

59
per user/per month

0.5

3.9

Functionality

4.4

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

Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
logo
Creatio CRM
logo
Wealthbox
4.7

Value for money

4.7
40
per user/per month

Starting price

59
per user/per month

0.3

4.7

Functionality

4.4

Access Controls/Permissions

5/5

Alerts/Notifications

5/5

Activity/News Feed

4/5

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Redtail CRM logo

Web-based CRM for financial professionals

learn more
logo
Redtail CRM
logo
Wealthbox

0.5

4.2

Value for money

4.7
39
per user/per month

Starting price

59
per user/per month

0.4

4.0

Functionality

4.4

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

DealCloud logo

Deals, relationship, and firm management software

learn more
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

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

ProBuilt ERP logo

Accounting CRM ERP Business Management

learn more
logo
ProBuilt ERP
logo
Wealthbox

0.3

5.0

Value for money

4.7
39
per user/per month

Starting price

59
per user/per month

0.6

5.0

Functionality

4.4

Accounting

N/A

Accounts Payable

N/A

Accounts Receivable

N/A

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5

Togile logo

Cloud-based customer relationship management software

learn more
logo
Togile
logo
Wealthbox

0.3

5.0

Value for money

4.7
86
/per month

Starting price

59
per user/per month

0.6

5.0

Functionality

4.4

Appointment Management

N/A

Appointment Scheduling

N/A

Approval Process Control

N/A

Top Features

Calendar Management

5/5

Access Controls/Permissions

4/5

Activity Dashboard

4/5