Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Wealthbox CRM
Score 9.9 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
Wealthbox CRM
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Wealthbox CRM
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
Wealthbox CRM
Considered Both Products
Wealthbox CRM
Top Pros
Top Cons
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Wealthbox CRM
Small Businesses
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Medium-sized Companies
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Enterprises
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User Ratings
Wealthbox CRM
Likelihood to Recommend
8.0
(1 ratings)
User Testimonials
Wealthbox CRM
Likelihood to Recommend
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
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
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
Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
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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