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Compare Equisoft/connect and Wealthbox CRM 
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At a Glance
Market Segments
Small-Business (95.5% 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
Equisoft/connect
Star Rating
(25)4.5 out of 5
Market Segments
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Equisoft/connectWealthbox 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 looking for a straightforward interface, while Equisoft/connect has a slightly lower score of 9.0, indicating a more complex user experience.
- Reviewers mention that Wealthbox CRM's task management feature scores highly at 9.0, allowing users to efficiently manage their daily activities, whereas Equisoft/connect's task management is less favored, scoring only 7.8, which may hinder productivity for some users.
- G2 users highlight that Wealthbox CRM offers a robust customer support experience with a quality score of 8.8, while Equisoft/connect shines even brighter with a score of 9.5, indicating superior support options that users appreciate.
- Users on G2 report that Wealthbox CRM's automation capabilities score 7.9, which some find lacking compared to Equisoft/connect, which provides more advanced automation features, although specific scores for Equisoft/connect's automation were not detailed.
- Reviewers say that Wealthbox CRM's reporting capabilities score 7.3, which some users find insufficient for in-depth analysis, while Equisoft/connect's reporting features are perceived as more comprehensive, although specific ratings were not provided.
- Users report that Wealthbox CRM has a strong focus on pipeline management with a score of 7.8, but Equisoft/connect's overall sales force automation features are noted to be more integrated, providing a more seamless experience for managing sales processes.
Pricing
Entry-Level Pricing
Equisoft/connect
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
Equisoft/connect
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
9.3
10
9.1
80
Ease of Use
9.0
10
9.3
80
Ease of Setup
Not enough data
8.8
26
Ease of Admin
Not enough data
9.5
18
Quality of Support
9.5
10
8.9
78
Has the product been a good partner in doing business?
Not enough data
9.4
18
Product Direction (% positive)
8.7
9
8.8
69
Features by Category
Content
Not enough data
7.9
51
Platform Additional Functionality
Not enough data
8.3
47
Not enough data
8.8
59
Not enough data
8.7
50
Not enough data
8.5
53
Not enough data
7.7
38
Platform Reporting and Analytics
Not enough data
7.4
51
Not enough data
6.3
32
Customer Support
Not enough data
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
Not enough data
7.8
43
Not enough data
6.6
30
Sales Force Automation
Not enough data
7.9
50
Not enough data
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
Equisoft/connect and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Equisoft/connect has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Equisoft/connect
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
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
What is Equisoft/connect used for?
1 Comment
CN
I use it for just about everything. Client communications, follow ups, New business tracking, Estate analysis, calendar, emails. This is excellent for...Read more
Equisoft/connect 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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