Intapp CRM vs. Wealthbox CRM

Intapp CRM

Intapp CRM

1 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Intapp CRM	Score 4.0 out of 10	N/A	Intapp aims to turn legacy CRM on its head and offers technology to help financial firms and professionals accelerate growth while ensuring client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business development teams to identify new opportunities, and help marketers to deliver events and campaigns.	N/A
Wealthbox CRM	Score 8.4 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

Intapp CRM

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Intapp 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
	Intapp CRM	Wealthbox CRM
Considered Both Products	Intapp CRM No answer on this topic	Wealthbox CRM CP Cortnie Pannill New Business Team Lead Chose Wealthbox CRM Wealthbox is more user friendly and has a better view. Incentivized Helpful?

Best Alternatives
	Intapp CRM	Wealthbox CRM
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

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

User Testimonials
	Intapp CRM	Wealthbox CRM
Likelihood to Recommend	No answers on this topic	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	No answers on this topic	Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	No answers on this topic	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	No answers on this topic	Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	No answers on this topic	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
ScreenShots