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eWay-CRM vs Wealthbox

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Updated February 11, 2026

eWay-CRM vs Wealthbox: Which is best for you?

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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$20.00

per month

$59.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
For Small Businesses
4.69
CRM
4.62
Shared Contacts
4.62
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Task Management
4.25
Client Management
4.22
CRM
4.17
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Integrations
TeamViewer
TeamViewer
Microsoft Outlook
Microsoft Outlook
Tableau
Tableau
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Calendly
Calendly
Dropbox Business
Dropbox Business
Evernote Teams
Evernote Teams
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Pros / Cons
  • eWay-CRM helps me keep customer records, communication, and project data in one controlled place. Since it runs inside Outlook, it’s easy for the team to follow consistent processes without switching tools.
  • The need to constantly switch between the old eWay desktop version and the new eWay Online, as not all functions work due to the installation on our server required for the accounting system integration.
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  • There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname).
  • Printing a selection is not as easy as it should be.
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Ease-of-Use
4.4/ 5
Highest performing feature
in the comparison
4.8/ 5
Value for Money
4.4/ 5
Highest performing feature
in the comparison
4.7/ 5
Customer Support
Highest performing feature
in the comparison
4.6/ 5
4.5/ 5
Functionality
4.3/ 5
Highest performing feature
in the comparison
4.4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
FrontRunners 2024
FrontRunners 2022
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad