Compare Maximizer and Wealthbox CRM 
At a Glance
Market Segments
Small-Business (74.6% of reviews)
Small-Business (94.3% of reviews)
Entry-Level Pricing
$65.00 3 User Per Year
$59.00 Per Month
Maximizer
Star Rating
(670)4.0 out of 5
Market Segments
Small-Business (74.6% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansWealthbox 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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Maximizer excels in client relationship management, allowing users to store detailed client information in one place. This feature is particularly praised for helping users track opportunities and communications effectively, creating a comprehensive narrative of client interactions over time.
- Users say that Wealthbox CRM stands out for its intuitive design and ease of use. Reviewers appreciate how it organizes client notes, tasks, and follow-ups seamlessly, making it easier to manage relationships and compliance without feeling overwhelmed.
- According to verified reviews, Maximizer has a higher overall G2 Score, indicating greater user satisfaction. However, it faces challenges in areas like ease of setup and admin tasks, where users have noted that the process can be more complex compared to Wealthbox.
- Reviewers mention that Wealthbox CRM offers a quick and mostly seamless transition from other platforms, which is a significant advantage for users looking to switch. The mobile app is also highlighted for its functionality, making it easier for users to stay productive on the go.
- G2 reviewers highlight that while Maximizer provides robust features for tracking client details, it may not meet the specific workflow needs of all users, leading to some configuration challenges. In contrast, Wealthbox is noted for its adaptability and continuous innovation, which aligns well with the evolving needs of the financial services industry.
- Users report that Wealthbox CRM integrates well with multiple software programs, enhancing its overall value. This integration capability is a significant plus for users who rely on various tools to manage their workflows, whereas Maximizer's integration options are less frequently mentioned.
Pricing
Entry-Level Pricing
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Maximizer
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.3
583
9.1
81
Ease of Use
8.0
589
9.3
81
Ease of Setup
7.8
328
8.8
27
Ease of Admin
7.9
195
9.5
18
Quality of Support
8.2
561
8.8
79
Has the product been a good partner in doing business?
8.1
193
9.4
18
Product Direction (% positive)
7.8
581
8.8
70
Features by Category
Sales Force Automation
8.3
426
|
Verified
Not enough data
7.0
220
Not enough data
7.4
326
|
Verified
Not enough data
7.9
402
|
Verified
Not enough data
6.4
215
|
Verified
Not enough data
7.8
360
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
275
Not enough data
Marketing Automation
6.9
289
Not enough data
6.7
242
Not enough data
7.2
269
Not enough data
6.3
189
Not enough data
Customer Support
7.5
263
Not enough data
Feature Not Available
Not enough data
7.2
274
Not enough data
Feature Not Available
Not enough data
7.2
219
Not enough data
Reporting & Analytics
7.2
310
|
Verified
Not enough data
7.5
312
|
Verified
Not enough data
6.7
210
|
Verified
Not enough data
Mobile & Social
6.2
110
Not enough data
5.6
106
Not enough data
6.6
266
|
Verified
Not enough data
Platform
8.0
243
|
Verified
Not enough data
7.6
231
Not enough data
8.1
238
|
Verified
Not enough data
6.9
158
Not enough data
6.7
137
Not enough data
7.6
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
129
Not enough data
Integration
7.4
221
|
Verified
Not enough data
6.6
159
|
Verified
Not enough data
6.6
151
|
Verified
Not enough data
Generative AI
5.6
93
Not enough data
Agentic AI - CRM
5.6
13
Not enough data
5.9
13
Not enough data
5.7
14
Not enough data
6.2
13
Not enough data
5.8
12
Not enough data
6.0
13
Not enough data
6.3
14
Not enough data
Content
6.0
67
7.8
52
Platform Additional Functionality
Feature Not Available
8.3
48
7.2
68
8.8
59
6.7
68
8.7
50
6.5
67
8.5
53
5.5
68
7.7
38
Platform Reporting and Analytics
6.5
67
7.4
51
5.2
66
6.3
32
Customer Support
6.6
65
8.4
48
Feature Not Available
8.3
47
6.8
65
8.4
50
6.4
65
8.2
35
Marketing Automation
6.3
64
7.1
30
6.5
64
7.8
43
5.5
64
6.6
30
Sales Force Automation
6.4
65
7.9
51
7.7
67
9.1
53
Feature Not Available
6.7
23
5.5
64
6.8
21
5.8
62
7.7
25
Agentic AI - Financial Services CRM
4.7
6
Not enough data
Categories
Categories
Shared Categories
Maximizer and Wealthbox CRM are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Maximizer
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
35.7%
Investment Management
4.1%
Insurance
3.3%
Marketing and Advertising
3.0%
Information Technology and Services
2.8%
Other
51.0%
Financial Services
94.3%
Investment Management
3.8%
Insurance
1.9%
‐
‐
Other
0.0%
Alternatives
Discussions
INPUT CSV LEAD FILES
1 Comment
MR
Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is...Read more
INTEGRATION
1 Comment
MR
Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer...Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful...Read more
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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