Wealthbox CRM vs. Xgen Smart Sell

Wealthbox CRM

7 Reviews and Ratings

Xgen Smart Sell

Xgen Smart Sell

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting 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
Xgen Smart Sell	Score 0.0 out of 10	N/A	A Customer Relationship Management (CRM) platform designed to manage cross-sell, up-sell and other organisational sales initiatives, from Xgen Group headquartered in Melbourne. Smart Sell solution comes with contextual intelligence, powered by proprietary AI-driven technology, machine learning algorithms and adaptive business planning and design studio.	N/A

Pricing

Wealthbox CRM

Xgen Smart Sell

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Wealthbox CRM	Xgen Smart Sell
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
	Wealthbox CRM	Xgen Smart Sell
Top Pros	Pro Ease of use Pro Setting up Pro Contact info	No answers on this topic
Top Cons	Minus Get resolved Minus Slows down	No answers on this topic

Best Alternatives
	Wealthbox CRM	Xgen Smart Sell
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All Alternatives	View all alternatives	View all alternatives

User Ratings
	Wealthbox CRM	Xgen Smart Sell
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	Wealthbox CRM	Xgen Smart Sell
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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review	Xgen Group No answers on this topic
Pros	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	Xgen Group No answers on this topic
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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review	Xgen Group No answers on this topic
Alternatives Considered	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review	Xgen Group No answers on this topic
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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review	Xgen Group No answers on this topic
ScreenShots