Introducing G2.ai, the future of software buying.Try now
Compare Maximizer 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.
Attio
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
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
At a Glance
Market Segments
Small-Business (74.7% of reviews)
Small-Business (94.3% of reviews)
Entry-Level Pricing
$65.00 3 User Per Year
$59.00 Per Month
Maximizer
Star Rating
(657)4.0 out of 5
Market Segments
Small-Business (74.7% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansWealthbox 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 Maximizer's Sales Force Automation features, particularly in Contact & Account Management, are solid but lack the depth found in Wealthbox CRM, which excels in Task Management and Contract Management, receiving higher ratings from users.
- Reviewers mention that Wealthbox CRM's Ease of Use is a standout feature, with a score of 9.3, making it more intuitive for new users compared to Maximizer's score of 7.8, which some users find cumbersome.
- G2 users highlight that Wealthbox CRM offers superior Customer Support, particularly in Case Management and Knowledge Base, with scores of 8.3 and 8.4 respectively, while Maximizer's support features are seen as less responsive and effective.
- Users on G2 report that Maximizer's Marketing Automation capabilities, such as Email Marketing and Campaign Management, are functional but not as robust as Wealthbox CRM, which has received praise for its higher scores in Lead Management and Marketing Analytics.
- Reviewers say that Wealthbox CRM shines in Platform Additional Functionality, particularly with its Pre-Built Connectors and Dashboard features, scoring 8.2 and 8.7 respectively, while Maximizer's offerings in this area are perceived as limited.
- Users report that while both products offer Integration capabilities, Wealthbox CRM's Integration APIs and Breadth of Partner Applications are rated higher, making it easier for users to connect with other tools compared to Maximizer's lower scores in these areas.
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
573
9.1
80
Ease of Use
7.9
579
9.3
80
Ease of Setup
7.7
318
8.8
26
Ease of Admin
7.9
195
9.5
18
Quality of Support
8.2
551
8.9
78
Has the product been a good partner in doing business?
8.1
193
9.4
18
Product Direction (% positive)
7.9
571
8.8
69
Features by Category
Sales Force Automation
8.3
416
|
Verified
Not enough data
7.0
221
Not enough data
7.4
319
|
Verified
Not enough data
7.9
394
|
Verified
Not enough data
6.4
216
|
Verified
Not enough data
7.7
355
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
272
Not enough data
Marketing Automation
6.9
288
Not enough data
6.7
241
Not enough data
7.2
270
Not enough data
6.3
189
Not enough data
Customer Support
7.5
262
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
7.3
306
|
Verified
Not enough data
7.6
310
|
Verified
Not enough data
6.7
209
|
Verified
Not enough data
Mobile & Social
6.1
108
Not enough data
5.7
107
Not enough data
6.6
267
|
Verified
Not enough data
Platform
8.0
245
|
Verified
Not enough data
7.6
232
Not enough data
8.1
240
|
Verified
Not enough data
6.9
159
Not enough data
6.7
139
Not enough data
7.5
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
130
Not enough data
Integration
7.4
222
|
Verified
Not enough data
6.6
160
|
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
6.3
14
Not enough data
6.3
14
Not enough data
Content
6.0
67
7.9
51
Platform Additional Functionality
Feature Not Available
8.3
47
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
50
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
36.3%
Investment Management
4.2%
Insurance
3.4%
Information Technology and Services
2.9%
Marketing and Advertising
2.7%
Other
50.6%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
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
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.
