TrustRadius Insights
Highly Customizable: Users have consistently praised Wealthbox CRM's highly customizable platform, with many stating that the ability to …
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.
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Pricing
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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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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.
What is Ebix SmartOffice?
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…
Product Demos
Wealthbox CRM and fpPathfinder Demo
YouTube
Product Details
- About
- Tech Details
What is Wealthbox CRM?
Wealthbox CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
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Reviews and Ratings
(7)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
Users have provided several recommendations based on their experiences with Wealthbox, a CRM for financial advisors. The most common recommendations are as follows:
- Take advantage of the trial period to ensure that Wealthbox meets all your needs.
- Compare Wealthbox with other CRM platforms before making a decision.
- Ensure that Wealthbox integrates with your operating system.
Overall, users highly recommend Wealthbox as a clean and easy-to-use CRM for financial advisors. However, some users have mentioned specific areas for improvement, such as enhancing the householding functionality. Additionally, it's worth noting that Wealthbox may not be suitable for those looking to sync with Outlook calendar unless alternative integration options are available.
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
February 10, 2022
Easy Customizable Workflows -- yes please!
Our organization uses Wealthbox CRM to keep a log of phone conversations, advisor setups, emails, and personalized workflows.
- Workflow Customization
- Ease of Use with setting up Advisor and Contact Info
- 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.
- Workflows
- Log emails and phone calls
- Advisor Profile
- Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
Wealthbox is more user friendly and has a better view.