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Compare CRMNEXT and Wealthbox CRM 
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At a Glance
Market Segments
Enterprise (73.7% of reviews)
Small-Business (94.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$59.00 Per Month
CRMNEXT
Star Rating
(19)4.1 out of 5
Market Segments
Enterprise (73.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTWealthbox CRM
Star Rating
(104)4.5 out of 5
Market Segments
Small-Business (94.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that CRMNEXT excels in Pipeline Management with a score of 8.7, allowing for better tracking of sales processes, while Wealthbox CRM's score of 7.8 indicates it may not be as robust in this area.
- Reviewers mention that CRMNEXT's Campaign Management feature is highly rated at 9.1, providing users with effective tools for managing marketing campaigns, whereas Wealthbox CRM's score of 7.1 suggests it may lack some advanced functionalities.
- G2 users highlight that CRMNEXT offers superior Forecasting capabilities with a score of 9.3, which helps businesses predict sales trends more accurately, while Wealthbox CRM's lower score of 6.2 indicates it may not provide the same level of insight.
- Users on G2 appreciate CRMNEXT's Task Management feature, scoring 8.7, which helps streamline daily activities, compared to Wealthbox CRM's score of 9.0, which suggests it has a slightly better user experience in this area.
- Reviewers say that CRMNEXT's Messaging functionality is rated highly at 9.0, facilitating better communication within teams, while Wealthbox CRM's score of 7.5 indicates it may not be as effective in this regard.
- Users report that CRMNEXT's Product and Price List Management feature shines with a score of 9.7, making it easier for businesses to manage their offerings, while Wealthbox CRM's score of 6.7 suggests it may not provide the same level of detail or ease of use.
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
8.0
18
9.1
79
Ease of Use
8.5
18
9.3
79
Ease of Setup
7.7
10
8.8
25
Ease of Admin
7.8
10
9.5
18
Quality of Support
7.8
18
8.9
77
Has the product been a good partner in doing business?
7.7
10
9.4
18
Product Direction (% positive)
8.6
17
8.8
68
Features by Category
Content
8.2
11
7.9
50
Platform Additional Functionality
8.8
12
8.3
47
7.6
12
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
7.4
11
7.4
51
9.3
5
6.3
32
Customer Support
8.3
13
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
50
8.7
9
9.0
52
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
36.8%
Banking
31.6%
Financial Services
10.5%
Medical Devices
5.3%
Mechanical or Industrial Engineering
5.3%
Other
10.5%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
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
What is a CRM tool?
1 Comment
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
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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