Compare CRMNEXT and Wealthbox CRM 
Featured Products
At a Glance
Market Segments
Enterprise (70.0% of reviews)
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$59.00 Per Month
CRMNEXT
Star Rating
(20)4.2 out of 5
Market Segments
Enterprise (70.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTWealthbox CRM
Star Rating
(106)4.6 out of 5
Market Segments
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansCRMNEXT vs Wealthbox CRM
When assessing the two solutions, reviewers found Wealthbox CRM easier to use, set up, and administer. Reviewers also preferred doing business with Wealthbox CRM overall.
- Reviewers felt that Wealthbox CRM meets the needs of their business better than CRMNEXT.
- When comparing quality of ongoing product support, reviewers felt that Wealthbox CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Wealthbox CRM over CRMNEXT.
Pricing
Entry-Level Pricing
CRMNEXT
No pricing availableWealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
CRMNEXT
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.1
19
9.1
81
Ease of Use
8.5
19
9.3
81
Ease of Setup
7.7
11
8.8
27
Ease of Admin
7.9
11
9.5
18
Quality of Support
7.8
19
8.8
79
Has the product been a good partner in doing business?
7.9
11
9.4
18
Product Direction (% positive)
8.7
18
8.8
70
Features by Category
Content
8.3
12
7.8
52
Platform Additional Functionality
8.8
12
8.3
48
7.8
13
8.8
59
8.3
7
8.7
50
7.9
11
8.5
53
9.0
7
7.7
38
Platform Reporting and Analytics
7.6
12
7.4
51
9.3
5
6.3
32
Customer Support
8.5
14
8.4
48
7.7
8
8.3
47
8.3
6
8.4
50
6.3
9
8.2
35
Marketing Automation
9.1
9
7.1
30
9.0
10
7.8
43
9.0
7
6.6
30
Sales Force Automation
8.7
9
7.9
51
8.7
9
9.1
53
9.7
5
6.7
23
Not enough data
6.8
21
Not enough data
7.7
25
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
CRMNEXT and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
CRMNEXT has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
35.0%
Banking
30.0%
Financial Services
10.0%
Professional Training & Coaching
5.0%
Medical Devices
5.0%
Other
15.0%
Financial Services
94.3%
Investment Management
3.8%
Insurance
1.9%
‐
‐
Other
0.0%
Alternatives
Discussions
What is a CRM tool?
2 Comments
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
CRMNEXT has no more discussions with answers
What does wealthbox do?
4 Comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 Comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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