Intapp CRM vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting 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 8.7 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 CRMWealthbox CRM
Editions & Modules
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Offerings
Pricing Offerings
Intapp CRMWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Intapp CRMWealthbox CRM
Best Alternatives
Intapp CRMWealthbox CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

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Enterprises

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All AlternativesView all alternativesView all alternatives
User Ratings
Intapp CRMWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Intapp CRMWealthbox CRM
Likelihood to Recommend
Intapp
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.
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Pros
Intapp
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Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
Intapp
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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.
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Alternatives Considered
Intapp
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Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
Intapp
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.
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ScreenShots