Wealthbox CRM Pricing Overview
What is Wealthbox CRM?
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.
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
Would you like us to let the vendor know that you want pricing?
Wealthbox CRM Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Redtail CRM
What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Zinnia SmartOffice
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.