Affinity CRM vs. Wealthbox CRM

Affinity CRM

Affinity CRM

50 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Affinity CRM	Score 9.2 out of 10	N/A	Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.	$2,000 per year per user
Wealthbox CRM	Score 8.8 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

Affinity CRM

Wealthbox CRM

Editions & Modules

Essential: $2000
per year per user
Scale: $2300
per year per user
Advanced: $2700
per year per user
Enterprise: Contact

No answers on this topic

Offerings

Pricing Offerings
Affinity CRM	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Affinity CRM	Wealthbox CRM

Best Alternatives
	Affinity CRM	Wealthbox CRM
Small Businesses	Method:CRM Score 9.4 out of 10	Affinity CRM Score 9.4 out of 10
Medium-sized Companies	Conversica Score 4.1 out of 10	No answers on this topic
Enterprises	Conversica Score 4.1 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Affinity CRM	Wealthbox CRM
Likelihood to Recommend	9.1 (4 ratings)	8.0 (1 ratings)
Likelihood to Renew	10.0 (1 ratings)	- (0 ratings)
Support Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Affinity CRM	Wealthbox CRM
Likelihood to Recommend	Affinity (Project Affinity, Inc.) Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	Starburst Labs Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	Affinity (Project Affinity, Inc.) Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	Affinity (Project Affinity, Inc.) More prompts to update and sort new connections More visual appeal on each listing on a list An Outlook desktop app plugin Incentivized Andrew Bouldin Principal Read full review	Starburst Labs Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Likelihood to Renew	Affinity (Project Affinity, Inc.) We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	Starburst Labs No answers on this topic
Support Rating	Affinity (Project Affinity, Inc.) Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	Starburst Labs No answers on this topic
Alternatives Considered	Affinity (Project Affinity, Inc.) Affinity is the bridge that links our communication through our software workflow. Incentivized Verified User Anonymous Read full review	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	Affinity (Project Affinity, Inc.) Hard to quantify - I know my job would be exponentially more difficult if I didn't have it. Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress. Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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