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Compare Hubly and Wealthbox CRM 
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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
Hubly
Star Rating
(10)4.9 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 HublyWealthbox 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 its Task Management feature, scoring 9.0, which reviewers say is intuitive and helps streamline daily activities effectively. In contrast, Hubly shines slightly brighter with a score of 9.7, with users mentioning its ability to integrate tasks seamlessly into their workflow.
- Reviewers mention that Hubly's Customer Support Portal is top-notch, achieving a perfect score of 10.0, with users on G2 praising its responsiveness and helpful resources. Wealthbox CRM, while still strong at 8.2, does not match the level of support that Hubly provides.
- G2 users highlight the superior Dashboard functionality in Hubly, which scored 9.7, allowing for customizable views that enhance user experience. In comparison, Wealthbox CRM's dashboard received a score of 8.7, with reviewers noting it as effective but less flexible than Hubly's offering.
- Users say that Wealthbox CRM's Automation capabilities, scoring 7.9, are decent but lack the depth found in Hubly, which scored 9.0. Reviewers mention that Hubly's automation features are more robust, allowing for better workflow efficiencies.
- Reviewers mention that Wealthbox CRM's Quality of Support is rated at 8.8, which is commendable, but Hubly's perfect score of 10.0 indicates a significant difference in user satisfaction regarding support services.
- Users on G2 report that while both products offer Pipeline Management, Wealthbox CRM scored 7.8 and Hubly slightly lower at 7.7. However, reviewers say that Wealthbox's pipeline features are more user-friendly, making it easier for small businesses to manage their sales processes.
Pricing
Entry-Level Pricing
Hubly
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
Hubly
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
9.5
7
9.1
80
Ease of Use
9.4
8
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
7
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
9.0
7
7.9
51
Platform Additional Functionality
8.6
6
8.3
47
9.7
6
8.8
59
Not enough data
8.7
50
8.9
6
8.5
53
6.7
6
7.7
38
Platform Reporting and Analytics
Not enough data
7.4
51
Not enough data
6.3
32
Customer Support
9.7
5
8.4
48
9.7
5
8.3
47
8.9
6
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
7.7
5
7.9
50
9.7
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
Hubly and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Hubly has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Hubly
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
100.0%
‐
‐
‐
‐
Other
0.0%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
Hubly 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
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