1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Financial CRM Software

/

Pipedrive vs Wealthbox

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.
Updated January 15, 2026

Pipedrive vs Wealthbox: Which is best for you?

Talk to a human
Advice from pros
Custom shortlist of 3-5 vendors
CTA Compare
55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$19.00

per month

$59.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
See all
Product Screenshot
See all
Top Rated
  Features
Activity Tracking
4.85
Calendar Sync
4.68
Transcripts/Chat History
4.67
See All
Task Management
4.25
Client Management
4.22
CRM
4.17
See All
Integrations
Aircall
Aircall
Proposify
Proposify
QuickBooks Online
QuickBooks Online
See All
Calendly
Calendly
Dropbox Business
Dropbox Business
Evernote Teams
Evernote Teams
See All
Pros / Cons
  • really like that it offers an easy interface with customizable pipelines, fast onboarding, good reporting tools, mobile accessibility, and seamless integration with email and calendar.
  • Pipedrive lacks advanced marketing automation and native email campaign tools, requiring integrations for full-funnel execution.
Read more
  • 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.
Read more
Ease-of-Use
4.5/ 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
4.4/ 5
Highest performing feature
in the comparison
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 2026
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