I do not find the product intuitive to use, and record keeping and searching is a little difficult.

Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.

The integrations are awesome also. Bonus:  I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.

So easy to set up and intuitive to use. Everyone on my team loves it and we are so happy we made the switch.

I like that the developers have a good understanding of our industry and so there is a spot already built into the software for most things we need to keep track of with each client.

It is very easy to set up and import data. The workflow and Opportunities are invaluable to growing and managing your business.

Ease of use, customer service, intuitive software.

I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.

Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way.

They are primarily communicating via email. If the problem cannot be solved via email, they will contact you via telephone.

Mailmerge fields are limited, as are integrations with the other platforms we use.

Occasionally Wealthbox and GoogleSuite email have troubles connecting, but WB Customer service always comes through for me.

Compared to other CRM app's I've used in the past, the wealthbox app is far superior. Also, I like how there are so many different ways to accomplish the same task within WB.

Great experience, ease of use has me implementing it more than previous trials.

Ease of use to the introductory user. Kind of fashioned like Facebook for notes and documentation.

The experience has been very good, and the service has been equally good. The challenge was bringing the data over from ACT in the beginning.

Of the niched down CRMs I've used (this one is for Financial Planners), Wealthbox is very good. Is it as robust as SFDC, HubSpot, etc.

It is continuously being upgraded and attracting more integration. I like the ease of use when having to customize to fit my needs.

It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.

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.

That was sloppy, costly , and inefficient. This was primarily due to the nature of ACT and their making the software cumbersome.

It's easy to use and has several great features that we really love. I'd like to see some options  in pricing.

It's been a big transition for us, but overall we are happy with the product.

The best part about wealthbox is that it's easy to input and update information into the CRM. No one likes using a CRM that takes more than two clicks to update something.

Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.

Additionally, the integration of services like Holistiplan and FP Pathfinder, as well as vendors like TD Ameritrade make this a good fit for my business.

Email inbox cannot sync folders. Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.

Great support, easy to use, always improving, integrates well with other programs.

The natural ability to use for financial services is very helpful.

The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).

I do like a good amount of the efficiencies of the software. It's pretty easy to navigate.

Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion.

Householding is not very flexible for multiple generations. Mobile app is very limited in functionality.

Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients.

Wealthbox customer service is always available to troubleshoot and fix.

Great support and customer service, including awesome inbuilt help features.

Our problem before GreenRope is that we are a small business with high volume of records.

If not for your support team i would be unhappy.

Everyone I've worked with at GreenRope is amazing. They've operated promptly and professionally when helping us solve our issues.

I really like the multi-use functionality of the system. You can pick what you do and don't want to use.

All in one product at a VERY good price. Also GreenRope always STRIVES to keep up with technology and offer the best to it's users.

HATE how you have to click OK after you update each piece of the company.

Nothing, I am new to GR so alot of my problems are more about me being new to it, than anything wrong with the software.

No direct API as of yet between Greenrope software and my ticketing platform (not TM or Pac), though they do have APIs with other providers.

This software has all the features you want a CRM to have - no missing bits - having everything integrated is fantastic.

What I love most about this software is that it has a lot of information stored in it and it is extremely easy to use.

After eliminating several subscriptions, we find ourselves at a net savings in software spend as well.

Database organization possibilities. Easy visual interface for sales team.

GreenRope gives you the ability to apply that understanding into your CRM to maximize your growth.

They have each helped me at various stages in implementing marketing funnels for my client. They are very responsive and I can always count on them to help me get things to the finish line.

First of all, I am a huge fan of Greenrope's chat feature. The team is always very helpful and patient to help resolve any issues you face.

It replaced the horrible infusionsoft product and its terrible customer service.

Customer service is outstanding and they respond quickly. If not for the support team i would probably shop around for another system.

Sometimes the character indicator is wrong...it indicates a minimum or maximum account but then it doesn't recognize it and gives an error. Not a huge problem but it is an issue sometimes.

The best part about this is the support team behind the software. I am new to GR so it is so CLUTCH having a team  to reach out to when I am stuck in the mud.

I like that it is easy to look up contacts by name, or email. Also how easy tracking emails are, and the email builder being super easy to use and set up.

I was able to make more money, in less time with less effort because Greenrope allowed me to automate all of my business systems and processes with perfect peace and ease.

Softwares that could handle our volume were not affordable or approachable for small business. GreenRope has been a great solution for us, and I am very impressed with their support.

A little unintuitive in terms of the operation. Still is a little difficult to extract detailed member management information for sales people.

The email templates and tracking capabilities are the features that I have used and like most. Its great to be able to quickly see who has responded and what they responded to.

My team appreciates operating from one dashboard and the reduction in manual processes (and follow up from me:) around day to day customer service and project management.

US Dollar

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.  

Key features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.

Wealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions.


LongDescription

Lead Capture

Customizable Reports

Access Controls/Permissions

Activity Tracking

Relationship Tracking

Pipeline Management

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Template Management

Data Import/Export

Email Templates

Contact Management

Lead Management

Email Marketing

Mobile Access

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Calendar Sync

Interaction Tracking

Client Management

Drag & Drop

Third-Party Integrations

Task Management

Campaign Management

Document Management

Search/Filter

For Financial Institutions

Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually. 

Email/Help Desk

FAQs/Forum

Knowledge Base

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Wealthbox

Live Online

Webinars

Documentation

Videos

GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industries looking to consolidate their email marketing, social media, sales, event and project management into a single cloud-based platform.


The GreenRope interface shows all available features from a single screen. GreenRope has four core features: contact management, marketing, project management and calendaring. In addition to event and meeting management, GreenRope can assign tasks, track projects and store documents. The calendaring module offers both public and private calendars with automated reminders.


Communication tools include email campaigns, surveys and text message campaigns, as well as integrations with social media sites. GreenRope also provides a website building function and e-commerce features. Users can manage contacts, sales pipeline, basic accounting and more.


Pricing is per month, and support is offered via email and over the phone.



Engagement Tracking

A/B Testing

Website Analytics

Sales Analytics

Forecasting

Multi-Channel Marketing

Social Marketing

Internal Chat Integration

Document Storage

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Marketing Calendar

Calendar/Reminder System

Multi-Campaign

Activity Management

Sales Trend Analysis

Campaign Scheduling

ROI Tracking

Email Tracking

Lead Generation

Email Distribution

Conversion Rate Optimization

Real-Time Data

Territory Management

Click Tracking

Marketing Automation

Landing Pages/Web Forms

Social Media Integration

Customizable CTAs

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

Segmentation

Reminders

Website Visitor Tracking

Customizable Templates

Conversion Tracking

Web Forms

Reporting/Analytics

Contact Database

Monitoring

Campaign Analytics

Lead Qualification

Customizable Forms

Quotes/Estimates

Social Promotion

Autoresponders

Multivariate Testing

Real-Time Notifications

Chat/Messaging

Real-Time Monitoring

Progress Tracking

Web browser (OS agnostic)

14 day free trial with every plan! 

Each plan includes unlimited users, unlimited emails, and all features.

Starter – 500 contacts - $99/month

Essential – 2,000 contacts - $199/month

Pro – 5,000 contacts - $299/month

Premium – 10,000 contacts - $399/month

Powerhouse – 15,000 contacts - $499/month

Supreme – 25,000 contacts - $599/month

Ultimate – 50,000 contacts - $799/month

*Custom plans available for over 50,000 contacts

Wealthbox vs GreenRope

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