Cloudsquare Broker vs. Wealthbox CRM

Cloudsquare Broker

Cloudsquare Broker

0 Reviews and Ratings

Wealthbox CRM

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Cloudsquare Broker	Score 0.0 out of 10	N/A	CS Broker, from Cloudsquare headquartered in Los Angeles, is a turnkey Loan Origination Software (LOS) for Brokers to start using Salesforce without the hassle of building a custom system, while still being flexible enough to accommodate any businesses specific needs. The LOS provides MCA Brokers tools to track their sales pipeline, and close deals.	N/A
Wealthbox CRM	Score 10.0 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

Cloudsquare Broker

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Cloudsquare Broker	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
	Cloudsquare Broker	Wealthbox CRM
Top Pros	No answers on this topic	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	No answers on this topic	Minus Get resolved Minus Slows down

Best Alternatives
	Cloudsquare Broker	Wealthbox CRM
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All Alternatives	View all alternatives	View all alternatives

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

User Testimonials
	Cloudsquare Broker	Wealthbox CRM
Likelihood to Recommend	Cloudsquare No answers on this topic	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	Cloudsquare No answers on this topic	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	Cloudsquare No answers on this topic	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
Alternatives Considered	Cloudsquare No answers on this topic	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	Cloudsquare No answers on this topic	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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