Pilot.com vs. Wealthbox CRM

Wealthbox CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Pilot	Score 9.1 out of 10	N/A	Pilot is a startup-focused accounting firm headquartered in the US with a team of 350+ US-based employees including accountants, fractional CFOs, and tax specialists who focus on building a strong finance foundation for clients' businesses. Pilot offers Bookkeeping, CFO, tax services, and more for startups and small businesses, ranging from two founders in a garage to hundred-person teams.	$4,188 per year
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

Pilot.com

Wealthbox CRM

Editions & Modules

Starter: $349
per month (billed annually)
Core: $499
per month (billed annually)
Plus: Custom pricing
per month billed annually

No answers on this topic

Offerings

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

Entry-level Setup Fee

Required

No setup fee

Additional Details

Pilot Starter - For pre-revenue companies and companies with streamlined needs. Includes: - Dedicated finance expert - Accrual basis bookkeeping - P&L, balance sheet and cash flow statements - Support and advice Pilot Core - For revenue generating companies that are growing. Includes: - Dedicated finance expert - Controller support, including guidance on revenue recognition policies, COGS and CapEx - Accrual basis bookkeeping - P&L, balance sheet and cash flow statements - Support and advice Pilot Plus - A tailored a plan to meet the unique needs of any business. For businesses dealing with multiple entities, multiple locations, or special revenue recognition. Includes everything in Core, plus: - Support for class tracking, multiple entities, and consolidated reporting - Billable expenses

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More Pricing Information

Community Pulse
	Pilot.com	Wealthbox CRM

Best Alternatives
	Pilot.com	Wealthbox CRM
Small Businesses	Patriot Payroll Score 8.6 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	Vertex Score 8.6 out of 10	No answers on this topic
Enterprises	Vertex Score 8.6 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Pilot.com	Wealthbox CRM
Likelihood to Recommend	9.1 (10 ratings)	8.0 (1 ratings)
Vendor post-sale	9.1 (1 ratings)	- (0 ratings)
Vendor pre-sale	9.1 (1 ratings)	- (0 ratings)

User Testimonials
	Pilot.com	Wealthbox CRM
Likelihood to Recommend	Pilot.com, Inc. I think they are a great fit for any small business looking for bookkeeping and even some ap services. I like all the financial reporting they do, which is something I would struggle with on my own. GM Greg Mischio Founder and CEO Read full review	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	Pilot.com, Inc. Quick responses to questions submitted to support Integration with various banking systems and software, including HR systems and cap table system, which saves time when filing taxes Verified User Anonymous Read full review	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	Pilot.com, Inc. I would say that only room for improvement would be to offer more educational opportunities that explain what the numbers mean. Incentivized Verified User Anonymous Read full review	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	Pilot.com, Inc. Nobody else seemed to have the same capabilities and fit with our company culture as well. QuickBooks or Xero alone don't offer the same level of service and would require too much effort on our part. We used inDinero with my prior company and they just missed a lot of things that ended up causing problems. Incentivized Verified User Anonymous Read full review	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	Pilot.com, Inc. 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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