Wealthbox CRM
4.5
85
Wealthbox is a CRM technology for financial advisors that offers a modern product design and intuitive user experience. It is integrated with leading custodians and wealth-tech partners, and allows financial advisors, enterprise firms, and broker-dealers to manage client relationships and streamline operations.
Strengths
-
User-friendly interface
Easy to navigate and use
-
Customizable workflows
Can be tailored to fit specific business needs
-
Integrations
Seamlessly integrates with other software
Weaknesses
-
Limited features
May not have all the features needed for larger businesses
-
Limited reporting capabilities
May not provide in-depth reporting options
-
Limited mobile app functionality
Mobile app may not have all the features of the desktop version
Opportunities
- Potential for new features to be added in the future
- CRM software market is expanding
- More businesses are looking for software that can be used remotely
Threats
- Other CRM software providers may offer more features or better pricing
- Businesses may cut back on software spending during a recession
- Data breaches or other security issues could damage the reputation of the software
Ask anything of Wealthbox CRM with Workflos AI Assistant
http://www.Wealthbox.com
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
Wealthbox CRM Plan
Wealthbox CRM offers a single pricing plan of $35 per user per month with all features included.
Basic
45
Per Month
Price is per user / month when billed annually
Contacts
1 CRM Workspace
1 Opportunity Pipeline
2 GB File Storage
Customizable Groups
Contact & Household Management
Contact Segmentation Tags
Task Management
Opportunity Management
Opportunity Kanban Boards
Calendar
Workflows
Projects
Reports – Automated
Reports – Dynamic/Customized
Custom Fields
Activity Stream
Coworker Notifications
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
SOC 2 Compliant
Customer Support Help Desk
Live Help
Data Portability
CRM Migration Assistance
Video Tutorial Library
Knowledge Base Q&A
Two-Way Calendar Sync
Chrome Extension for Gmail
Bcc Email Forwarding
Pro
59
Per Month
Price is per user / month when billed annually
Includes All Basic Features
3 CRM Workspaces
5 Oppurtunity Pipelines
5 GB File Storage
Wealthbox Mail
Workspace Account Switcher
Workflow Outcomes
Workflow Milestones
API Access
Two-Way Email Sync
Broadcast Email
Email Templates and Themes
Email Open Tracking
Email Link Tracking
Premier
79
Per Month
Price is per user / month when billed annually
Includes All Pro Features
5 CRM Workspaces
10 Opportunity Pipelines
10 GB File Storage
Workflow Template Publishing
Enterprise SSO (Add-On)
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
