--- title: "Wealthbox CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Wealthbox CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Wealthbox CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/wealthbox-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / [Wealthbox CRM](https://www.softwareadvice.com/crm/wealthbox-profile/) / Wealthbox CRM Reviews 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. [Overview](https://www.softwareadvice.com/crm/wealthbox-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/wealthbox-profile/alternatives/) # Wealthbox CRM User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 146 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 4.5/5 - Value for money: 4.7/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 104 reviews (71%) - 4 stars: 37 reviews (25%) - 3 stars: 3 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (1%) ### Most mentioned pros - I had a minor question last week and when customer service was able to resolve in 5 minutes, I shared with my partners how incredibly rare and refreshing a responsive tech support/customer service is this day and age. - Just getting started using it and finding more ways to utilize it. Like that you can assign tasks, put notes, etc. on each client. - I also love the feature that connects Outlook emails to the client contact registers. ### Most mentioned cons - Printing a selection is not as easy as it should be. - Our only pain point currently is moving contacts to different Workspaces within our organization as it is something we can not do and must contact Customer Support to complete. - This can get complicated. ## Wealthbox CRM customer reviews Showing reviews 1-25 of 146 (page 1). ### Wealthbox CRM is excellent - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: June 2022 - Review source details: This review was submitted organically. No incentive was offered Very good product for the price and features you receive #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros User friendly interface with plenty of integrations #### Cons Dashboard for each client could be a lot better #### Reasons for choosing Wealthbox CRM Ease of use and integrations #### Reasons for switching to Wealthbox CRM Firm change --- ### Simple and intuitive CRM with plenty of features and integrations - Overall rating: 4/5 - Reviewer: Brent W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I am a huge fan of their simple interface and the way they’re integrated with Zapier so they can work seamlessly with other crucial apps in my business process such as an email parser to extract and auto load leads, my VOIP to make a note whenever I have a client phone call, and whenever I collect data from new clients in PreciseFP. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Very easy to use and get oriented with because of the simple layout. It’s helpful to have shortcuts that easily jump from one screen to the next with relatively few clicks #### Cons An important feature that’s missing is the automated reports. The reporting system is very customizable but there’s no way to automatically have reports run and automatically emailed to me. This would be very useful to prompt actions to occur for monthly or weekly maintenance tasks #### Reasons for choosing Wealthbox CRM Simple pricing and friendly and clean interface. Very user friendly app too #### Reasons for switching to Wealthbox CRM Red tail was too busy for me and things kept getting lost. Too hard to see everything at once and quickly navigate between screens. Seemed clunky, cluttered, and outdated. --- ### no customer service telephone number. - Overall rating: 1/5 - Reviewer: Walter P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered 1 (one) The sales people were exceptional #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros THE NAME #### Cons MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT #### Reasons for switching to Wealthbox CRM U HAVE GREAT salespeople --- ### The best of breed for transactional sales, but not so much for comprehensive planners. - Overall rating: 4/5 - Reviewer: Conrad C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We're stuck on segregating different kinds of notes by topic and date. We want both a chronologically-based record of meeting notes, and a separate set of notes, based on subjects or dates, for example. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I am an "old horse," a semi-retired Life Insurance salesman. I've been morphed into a planning practice (fee-based) by a high-tech partner. Wealthbox is only my second CRM experience. The fact that it shares data with many of the other software systems we use has saved us significant time and staff. It does this better than our two previous CRMs. #### Cons The formatting of Planning notes and client meeting note seem to be a problem. We typically review notes from several client meetings, and need to have date- based and topic- based subsets. That has been an issue. Please read my partner's earlier and separate response to this query. His name: [SENSITIVE CONTENT]. #### Reasons for choosing Wealthbox CRM I did not choose. [SENSITIVE CONTENT] did. See above reference to [SENSITIVE CONTENT]. His is really the tech opinion/review you are looking for.FYI: The Capterra certification paragraph below has grammatical errors: "governed by the and;" ??? Whassup with that? Doesn't make Capterra look so great. Thought you should know. #### Reasons for switching to Wealthbox CRM Smart Office was too complex for a small Planning office like ours. We don't have a tech staff. --- ### Great Product - Overall rating: 5/5 - Reviewer: Nathan R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Wealthbox has been great to work with. The software works great and helps us organize everything we do. We wouldn't function without it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros I enjoy the ability to create tasks for team members, coordinate in opportunities and set reminders. The way the opportunities tab allows us to create different views is great! #### Cons I would like to see more customization. Adding the ability to do the following would make this an elite product 1) the ability to send out a link to client that requires them to fill in their own data. It would function as a intake form. We send the client the link. They open it and fill in the required information. Once complete your system will create a contact in the system. Giving the ability for us to add or remove the fields the client will see and have to fill in would be essential. 2) The ability to build templates for quicker access/use. For example, if I am assigning a task to an admin, I could select a template I created that has pre-filled information/questions. I answer those questions so that the admin can see the task and have the required information to complete the task. #### Reasons for choosing Wealthbox CRM We are in the financial services industry. We heard from many people that it is the best for what we need. --- ### Wealthbox: The better, cleaner, more efficient Redtail. - Overall rating: 5/5 - Reviewer: Benjamin S. - Verified reviewer: Yes - Industry: Investment Management - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's been great. I am the only member of my firm (for now) but I know that this will be an incredibly great tool for my future team. It's built for streamlined collaboration. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the layout of the app. It's incredibly user-friendly and has a modern, social media feed-type feel. The user experience is phenomenal and everything is so simple to find, engage with, and execute. You could figure out how to use it with no help and minimal tech knowledge. It's that straightforward. #### Cons There's nothing really that comes to mind. That's being honest. The only issue I have is that there is SO MUCH I can use it for and I am only utilizing about 60% of its capabilities. That's my fault, not theirs. #### Reasons for switching to Wealthbox CRM It was more user-friendly and simpler to use than Redtail. Also, it's more cost-effective (AKA it's cheaper). I want to have a large firm one day and the layout of the activity feed is just too attractive. Also, Redtail had some issues pairing with a few other pieces of tech that I use. The integrations for apps like FMG suite for marketing, and certain custodians didn't work well and failed often, requiring me to reconnect. I've never had this problem with Wealthbox. --- ### Superlative CRM - Overall rating: 5/5 - Reviewer: Tom W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The company, its developers and customer service are exceptional. I had a minor question last week and when customer service was able to resolve in 5 minutes, I shared with my partners how incredibly rare and refreshing a responsive tech support/customer service is this day and age. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This CRM is outstanding. I have, in the past, used 4 other products and Wealthbox soundly beats them all. It is incredibly user friendly, clear and concise. The amount of customization the user can choose for their specific industry is out of this world. #### Cons I initially didn't like the ios app, but, as with all things Wealthbox, they continue to innovate and evolve. It has become much more robust. #### Reasons for choosing Wealthbox CRM Superior in every way #### Reasons for switching to Wealthbox CRM Abysmal customer service and very difficult, yet limited, user interface. --- ### It does a great job at at great price! - Overall rating: 4/5 - Reviewer: Jeff B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It has been the right sized solution for us! It handles all of our requirements and core functionality without a lot of maintenance or overkill. We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Wealthbox was easy to implement and transfer data over from our old CRM. Customization immediately solved our compliance issues and allowed our start up firm to begin growing. We appreciate the updating, added features and integration partnerships! #### Cons Customization and layout of widgets on the Dashboard could be improved. Dialing client phones from within the CRM is clunky and requires an additional step. #### Reasons for choosing Wealthbox CRM Price versus functionality. Ability to integrate with the rest of the tech stack. #### Reasons for switching to Wealthbox CRM We didn't have a solution that was right for our size and needs. Many of the CRM options were focused on large scale capabilities versus a smaller business solution. --- ### Wealthbox is Simple and Effective - Overall rating: 5/5 - Reviewer: Clark R. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. They are a good company to partner with. They are always very responsive when I have questions or concerns (which does not happen often, fortunately). #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Wealthbox is very intuitive. I have used other CRM Software that is cumbersome and wanted something simpler without sacrificing usability ... Wealthbox fit the need. And, it is very affordable. #### Cons While Wealthbox is constantly adding functionality with other software providers, they have not yet been able to connect one that I use daily and would be extremely happy to have. The desktop is very good, while the Android app is not nearly as useful. #### Reasons for choosing Wealthbox CRM Salesforce was EXTREMELY expensive for a small firm like mine. #### Reasons for switching to Wealthbox CRM RedTail was too cumbersome and more expensive to boot. --- ### Choosing a CRM! - Overall rating: 5/5 - Reviewer: Rick H. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my assistant to develop our processes. #### Cons The phone app sometimes does not cooperate quickly. Meeting reminder to the client has a mind of its own on occasion. Could use some additional features on the advisor dashboard, for example, total AUM within my client base. #### Reasons for choosing Wealthbox CRM Ease of use, tech group will add new ideas, costs, services offered to help grow my practice and assist in the organization of our client information. #### Reasons for switching to Wealthbox CRM Redtail had and has some issues with client meeting alerts and ease of use. --- ### Great Wealth Management CRM! - Overall rating: 5/5 - Reviewer: Marshall M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great replacement for Redtail! Far more user friendly and more intuitive with a better mobile experience. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Easy to use, intuitive and well integrated. #### Cons The iOS app, while it does everything the web app does, feels like it is missing some of the ease of use that the desktop app has. #### Reasons for choosing Wealthbox CRM Salesforce was way more expensive and much more difficult to deploy. #### Reasons for switching to Wealthbox CRM Redtail was too bloated and didn't have a functional mobile option. It was poorly designed and not very user friendly. --- ### Easy to use! Room for improvement - Overall rating: 4/5 - Reviewer: Tammy A. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We do everything in Wealthbox and it's very important to our business. We've experienced good customer service and WB is easy to use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Ease of use. Able to tag a client without going in their profile, no complicated steps, great functionality. The look of it is sleek and simple. User friendly #### Cons Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we add to a profile doesn't update. #### Reasons for choosing Wealthbox CRM More user friendly, less complicated, less expensive for multiple users #### Reasons for switching to Wealthbox CRM better functionality --- ### Wealthbox Works - Overall rating: 5/5 - Reviewer: Mike V. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Excellent product, ease of use, affordable, trainable and it is simple and gets the job done! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is very instinctive and easy to train personnel. The entire firm uses it daily and it improves efficiency and drive customer service up. #### Cons We can't transfer data between workspaces. #### Reasons for switching to Wealthbox CRM Redtail got too complicated and wasn't trainable. --- ### Wealthbox - Overall rating: 5/5 - Reviewer: Thomas F. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Ease of use! Very easy to learn how to use it properly and designed easy to the eye. #### Cons It is on the expensive side compared to other CRMs in the industry. #### Reasons for switching to Wealthbox CRM easier to use and I like how WB separates out tasks on calendar etc. --- ### Very happy with Wealthbox in a small wealth management advisory - Overall rating: 5/5 - Reviewer: Alan S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Wealthbox has been one of the easier vendors with whom we work. The initial sale and implementation process was smooth and trouble-free. Our greatest hesitation was the of telephone support. However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short period of time. Or initial response from them (not that there have been many situations needing support) has never been greater than 10 minutes for an initial email reply. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Wealthbox is user friendly with visual identifiers using both icons and color-coding to represent various activities. The learning curve on the software is very short. 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). The software also integrates with most of the other software applications we use including our custodian's (TD Ameritrade) platform and our portfolio management platform (Orion). #### Cons While the software has a Notes functionality, it has limited ability to create a note filing system comparable to OneNote. #### Reasons for choosing Wealthbox CRM Our overall analysis found Wealthbox better suited to our needs and at a slightly lower cost than the competitive products, with functionality that we believed equaled or exceeded the competition. #### Reasons for switching to Wealthbox CRM Was unhappy with the functionality and lack of software enhancement in Grendel. Needed something which was current and leading edge. --- ### Best CRM Ever for Financial Advisors - Overall rating: 5/5 - Reviewer: Babette S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We hated the clunky CRM we had been using and found Wealthbox. This software solved all our problems, we made sure it worked with all our current integrations and we started the process of onboarding and migration. It was easy and was finished over a weekend with no problems. We love Wealthbox. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Wealthbox is the most intuitive, easiest to use, and has more useful features than the old Redtail CRM we used. It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work experience. #### Cons Wealthbox integrates with Google Workplace Gmail and my only complaint is the speed of the integration. It can be a little slow at times, but for the most part the pluses out weigh this issue. #### Reasons for choosing Wealthbox CRM It was easy to use and I took the free trial. Never looked back. #### Reasons for switching to Wealthbox CRM That software was clunky, took a million clicks to generate reports, certain features never worked, but the last straw was when they told me I needed to pay $1000 to to do Redtail University to learn to use Redtail after I was paying them a monthly team fee. Learning how to use software should be part of the package. I started looking for a new CRM that day. Found Wealthbox, problem solved! --- ### Excellent CRM - Highly Recommended - Overall rating: 5/5 - Reviewer: Neil K. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need to be executed for my clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Wealthbox is truly central to the way I operate my financial planning practice. It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration). They seem to have a good focus on the most important things needed to run a practice and do not get bloated down by non-essential features. I highly recommend any CRM shoppers to consider this product. #### Cons There is nothing that is essential that is missing from this software from my point of view. Improvements can always be made, perhaps with the reporting capabilities and field customizations. But I have not found anything that slows me down. --- ### One Stop Shop - Overall rating: 5/5 - Reviewer: Matthew A. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Wealthbox really helped me orgainze my workflows (or actually formalize them for that matter). I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts across multiple team members. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Wealthbox integrates seamlessly with every other software that I use on a daily basis. It acts as the hub for my daily tasks. The fact that it is web-based like all my other software is a huge plus as well. #### Cons No software is without it's quirks, but online support is usually quick to remedy. It would be nice if there was a phone number to dial for support. --- ### Excellent software, but limited for UK advisers - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use - able to get set up and work within the system with limited training #### Cons The lack of willingness to take the needs of UK financial advisers into account --- ### Great CRM tool at a reasonable price! - Overall rating: 4/5 - Reviewer: Rachael B. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's been an important piece of my overall tech stack. I still need to add on other programs in order to accomplish everything I do for my clients, but I am hoping that Wealthbox will be able take over some of those functions in the future. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 4/5 #### Pros It's easy to get up and going with Wealthbox. It's basic features like notes, tasks, and calendar are simple and intuitive compared with other CRMs. #### Cons I would like the workflows to have more automation built into them. It's helpful to be reminded of tasks I need to complete as part of a workflow, but it would be more helpful if Wealthbox integrated more with my other tools to actually complete some tasks for me automatically. #### Reasons for switching to Wealthbox CRM I left my old firm, which used Salesforce. --- ### Wealthbox for a Solo Advisor - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Wealthbox is a straightforward, affordable, yet powerful CRM for financial advisors. I love the fact that it is web-based and that it integrates well with other software platforms. #### Cons Some additional integrations and more reliable and intuitive reporting tools would be nice. --- ### Super Intuitive - Overall rating: 5/5 - Reviewer: Rhys M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros This CRM is so easy to use and customize. Works great for teams too. I recommend Wealthbox on a regular basis. #### Cons I would like to be able to customize the layout but that Nora currently an option. #### Reasons for choosing Wealthbox CRM So easy to set up and use. --- ### Finally found what we were looking for!! - Overall rating: 5/5 - Reviewer: Joseph R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros From integration to ease of use Wealthbox has it all. We have tried numerous other products in the past but always seemed to be chasing out tails. With Wealthbox we were up and running in no time. #### Cons Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even mention them. We have yet to find anything that was a problem in our everyday use. #### Reasons for switching to Wealthbox CRM We needed something that was easy to use. --- ### Makes my life easier - Overall rating: 5/5 - Reviewer: Chelsea R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The system is so easy to use and get started. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love that everything integrates so smoothly into Wealthbox. Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox. #### Cons No issues with this software. Everything works just as we had hoped. #### Reasons for choosing Wealthbox CRM Ease of use and cost #### Reasons for switching to Wealthbox CRM Ease of use --- ### Wealthbox is the Best!! - Overall rating: 4/5 - Reviewer: Matt W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The email updates are the best for me when traveling it give me the contact info and I can call without logging in. IT stream lines my day. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I love Wealthbox, easy to read. I love the Birthday updates to my email address. Wealthbox is flexible they they have added columns or categories for me to match my business #### Cons I wish it partnered with my financial planning custodians like others do. #### Reasons for choosing Wealthbox CRM Price and easier use than Redtail #### Reasons for switching to Wealthbox CRM Price ease of use and offered more services. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/?page=2) --- Wealthbox CRM Reviews, Pros and Cons - 2026 Software Advice