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Easy Customizable Workflows -- yes please!
February 10, 2022

Easy Customizable Workflows -- yes please!

Cortnie Pannill | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wealthbox CRM

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.

Do you think Wealthbox CRM delivers good value for the price?

Not sure

Are you happy with Wealthbox CRM's feature set?

Yes

Did Wealthbox CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Wealthbox CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Wealthbox CRM again?

Yes

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.