Introducing G2.ai, the future of software buying.Try now
Compare Dialllog and Wealthbox CRM 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
DealCloud
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
TaskSuite
Visit Website
At a Glance
Market Segments
Small-Business (100.0% 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
Dialllog
Star Rating
(14)4.7 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DialllogWealthbox CRM
Star Rating
(105)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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Wealthbox CRM excels in ease of use with a score of 9.3, making it a favorite among small businesses for its intuitive interface, while Dialllog, with a score of 9.4, is noted for its slightly superior user experience, particularly in mobile accessibility.
- Reviewers mention that Dialllog shines in customer support, achieving a perfect score of 10.0, with users praising the responsiveness and effectiveness of their support team, whereas Wealthbox CRM scores 8.8, indicating room for improvement in this area.
- G2 users highlight that Wealthbox CRM's pipeline management feature, scoring 7.8, is functional but lacks some advanced capabilities, while Dialllog's pipeline management, rated at 9.8, is frequently praised for its robust tracking and reporting features.
- Users on G2 note that Dialllog offers superior marketing automation capabilities, particularly in lead management with a score of 8.9, compared to Wealthbox CRM's 7.8, which some users find limiting for their marketing needs.
- Reviewers say that Wealthbox CRM's automation features, scoring 7.9, are basic and could benefit from more advanced options, while Dialllog's automation capabilities, rated at 9.2, are frequently highlighted for their effectiveness in streamlining workflows.
- Users report that while both platforms offer cloud functionality, Dialllog's perfect score of 10.0 in this area indicates a more seamless and reliable cloud experience compared to Wealthbox CRM's score of 8.6, which some users find less dependable.
Pricing
Entry-Level Pricing
Dialllog
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
Dialllog
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.8
8
9.1
80
Ease of Use
9.4
9
9.3
80
Ease of Setup
Not enough data
8.8
26
Ease of Admin
Not enough data
9.5
18
Quality of Support
10.0
8
8.9
78
Has the product been a good partner in doing business?
Not enough data
9.4
18
Product Direction (% positive)
10.0
8
8.8
69
Features by Category
Content
9.2
6
7.9
51
Platform Additional Functionality
8.7
5
8.3
47
9.0
7
8.8
59
10.0
5
8.7
50
9.3
5
8.5
53
9.0
5
7.7
38
Platform Reporting and Analytics
Not enough data
7.4
51
Not enough data
6.3
32
Customer Support
9.3
5
8.4
48
Not enough data
8.3
47
Not enough data
8.4
50
Not enough data
8.2
35
Marketing Automation
Not enough data
7.1
30
8.9
6
7.8
43
Not enough data
6.6
30
Sales Force Automation
9.8
7
7.9
50
9.4
6
9.1
53
Not enough data
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
Dialllog and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Dialllog has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Dialllog
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
Venture Capital & Private Equity
71.4%
Consulting
14.3%
Real Estate
7.1%
Information Technology and Services
7.1%
‐
Other
0.0%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
Dialllog has no 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
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
