CaptaFi vs. Wealthbox CRM

CaptaFi

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CaptaFi	N/A	N/A	CaptaFi is loan tracking software with a built in CRM, phone system and e-sign module. The web based software helps manage a sales pipeline. A customer portal, branded with a company name and logo, allows clients to upload their documents directly into the system. CaptaFi is available with a 14 Day Free Trial, and it is $20 per user, per month.	$20 per month per user
Wealthbox CRM	Score8.3 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

CaptaFi

Wealthbox CRM

Enterprise: $40
per month per user

No answers on this topic

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

$250

No setup fee

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User Ratings
	CaptaFi	Wealthbox CRM
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	CaptaFi	Wealthbox CRM
Likelihood to Recommend	Captasoft No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Pros	Captasoft No answers on this topic	Wealthbox (Starburst Labs, Inc) Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized Cortnie Pannill New Business Team Lead Read full review
Cons	Captasoft No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	Captasoft No answers on this topic	Wealthbox (Starburst Labs, Inc) Wealthbox is more user friendly and has a better view Incentivized Cortnie Pannill New Business Team Lead Read full review
Return on Investment	Captasoft No answers on this topic	Wealthbox (Starburst Labs, Inc) Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized Cortnie Pannill New Business Team Lead Read full review
ScreenShots	CaptaFi Screenshots