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 |
