pfireStorm vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
pfireStorm
Score 0.0 out of 10
N/A
PfireStorm was established in 2007 and originated as a collaborative technology solution for those practicing in the financial planning services in South Africa. The complexities of ensuring sound practice administration, compliance and relationship management for financial service providers were addressed in the design and functionality of the innovative PfireStorm platform. PfireStorm’s design, functionality and reliability offered compelling value to clients beyond the financial service…N/A
Wealthbox CRM
Score 8.6 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
pfireStormWealthbox CRM
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
pfireStormWealthbox 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
pfireStormWealthbox CRM
Best Alternatives
pfireStormWealthbox 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

No answers on this topic

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Enterprises

No answers on this topic

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