Sage Sales Management vs Wealthbox

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI. 

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

AI/Machine Learning

AI Writing Assistant

Alerts/Escalation

Alerts/Notifications

Billing & Invoicing

Budgeting/Forecasting

Business Process Control

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Logging

Call Tracking

Campaign Management

Chat/Messaging

Client Tracking

Collaboration Tools

Commenting/Notes

Contact Database

Contact Management

Content Management

Contract/License Management

Conversation Intelligence

CRM Integration

Customer Database

Customer History

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Deal Management

Document Management

Document Storage

Electronic Signature

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Estimating

Field Sales Management

For AEC Industry

Forecasting

For Financial Institutions

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Funnel Analysis

Goal Setting/Tracking

Graphical Data Presentation

Interaction Tracking

Lead Capture

Leaderboards

Lead Management

Lead Qualification

Live Chat

Marketing Automation

Meeting Management

Mobile Access

Mobile App

Multi-Currency

Online Time Clock

Opportunity Management

Payment Collection in the Field

Performance Metrics

Personalization

Pipeline Management

Pipeline Reports

Predictive Analytics

Product Catalog

Proposal Generation

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Real-Time Updates

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Role-Based Permissions

Routing

Sales Activity Management

Sales Automation

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Sage Sales Management

Web-based

Windows

Android

Linux

iPad

iPhone

Dynamics 365

Bigin by Zoho CRM

Basic

Regional Senior Sales Manager

Help also to follow sales weekly tasks, help to secure the deals and help Manager to follow the sales efforts and close Projects.

Manager

Sage Sales Management is a robust CRM platform designed to improve team efficiency.

Sales Manager

Impressed by the ability to work with the development team to customize solutions.

President

Mobile interface is fast and super easy of use!

Global Business Devcelopment Manager

This is the perfect fit for our hybrid work situation and the AI Sales Assistant is such an asset when interacting with the CRM to accomplish and get intelligence on your day to day activities.

Some higher end features do require customization from the ForceManager, but only if you are adamant about things following a very specific model.

commercial agent

I really liked its functionality and practicality

Customer Support

Ease of Use

Sales Management

Security and Access Control

Campaign Conversion

Mobile Version

Commercial Knowledge

User Interface

Small Business

Large Enterprises

Mid-size Business

Sage

Redtail CRM

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Maximizer CRM

Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Client Management

Drag & Drop

Relationship Tracking

Task Management

Template Management

Third-Party Integrations

Workflow Management

Wealthbox

Chromebook

AdvisorEngine

Less Annoying CRM

Dolibarr

eWay-CRM

Pipedrive

Apptivo

Premier

Enterprise

Marketing Associate

I can task myself; I can task other people to complete something imperative and direct to their natures; I can book my schedule and work with others around theirs.

Freelancer 

I can communicate more with my advisor and solve many problems with less time

It is a great platform with a wide selection of integral-to-my-life features that keep me coming back many times an hour, every day of the working week.

Senior Planner

The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals.

Advisor

Wealthbox has really helped us pull together a wide variety of information about our clients in one central hub that we can connect with our document storage, investment, and planning software.

I like how Wealthbox is a centralized location for so much of our firm and so much of my life alike. When I am working, this software is always lulling in the background somewhere.

Being able to keep track of conversations and notes, creating workflows so I don't miss a step in bringing clients on board, and the email templates that help save time so I don't have to write them over and over again.

Financial Planner

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.

There are a couple of functionality tweaks (such as how information is plugged in), that does not permit as many customizations as would be ideal as well as mass updating tasks rather than onesy twosie updating the due dates or assigned to segments.

Principal

The software also integrates with most of the other software applications we use including our custodian's (TD Ameritrade) platform and our portfolio management platform (Orion).

Assoc Financial Advisor

easy navigation, easy UX, access to client history

Executive Assistant

The activity stream for client records gets very jumbled as tasks are logged in the stream when created & completed so repetitive information tends to clog up the stream.

Financial advisor

The API integrations that we can use to generate entire workflows ensures that everyone is productive and that nothing falls through the cracks.  

It might be one of my most visited websites... not because it is arduous or monotonous, but because it is an staple in my professional (and sometimes personal) life.

Financial Advisor

This is my CRM and it allows me to keep track of clients and activities without having a lot of functionality that I don't need.  

We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.

It's been an excellent CRM solution for workflows, logging notes, setting follow-ups, and housing client data.

The biggest complaint is that for a husband/wife, I have to enter their address twice rather than having the ability to add an address for the household and let it flow down.

I also wish it would automatically enter client information when I create a client profile on my broker-dealer (Cetera) platform, AdviceWorks.  

I wish there was a client service call center, I have colleagues who have monthly calls with Redtail to stay up on the latest from them and expand their knowledge and use of the software.  

customizable reports aren't intuitive for me

very good, started fresh easy to figure out next best steps

Director of Operations

Also, I always found it a bit of a headache that while you can search note content, it does not include searching replies to notes, events, and tasks.

There are limited integrations & features, and we've had to brainstorm several workarounds to accomplish what's needed for reporting & day to day use for our firm.

Tax and Financial Planner

They are constantly updating so you can suggest features.

Client Service Associate

We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.

Sage Sales Management vs Wealthbox Comparison (2026)

Sage Sales Management vs Wealthbox Comparison (2026)

Sage Sales Management

Wealthbox

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives