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Compare Practifi and Wealthbox CRM 
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At a Glance
Market Segments
Small-Business (73.3% of reviews)
Small-Business (94.2% of reviews)
Entry-Level Pricing
$120.00 Per Month
$59.00 Per Month
Practifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansWealthbox CRM
Star Rating
(104)4.5 out of 5
Market Segments
Small-Business (94.2% of reviews)
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 Practifi's score of 8.1 indicates a steeper learning curve for new users.
- Reviewers mention that Wealthbox CRM's ease of setup is significantly better, scoring 8.7 compared to Practifi's 6.5, which suggests that users can get started quickly with Wealthbox without extensive training or support.
- G2 users highlight Wealthbox CRM's superior task management capabilities, scoring 9.0, which allows teams to efficiently track and manage their daily activities, whereas Practifi's score of 8.7, while still strong, indicates it may not be as robust in this area.
- Users on G2 report that Wealthbox CRM's customer support is highly rated with a score of 8.8, providing timely assistance, while Practifi's score of 8.2 suggests it may not be as responsive or effective in addressing user concerns.
- Reviewers say that Wealthbox CRM offers better marketing automation features, particularly in lead management with a score of 7.8, compared to Practifi's 6.8, indicating that Wealthbox may provide more effective tools for nurturing leads.
- Users report that Wealthbox CRM's dashboard functionality is rated higher at 8.7, providing a more intuitive and user-friendly experience for tracking metrics, while Practifi's score of 8.5 suggests it may lack some of the customization options that users desire.
Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Practifi
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.5
66
9.1
79
Ease of Use
8.0
67
9.3
79
Ease of Setup
6.5
53
8.8
25
Ease of Admin
7.0
51
9.5
18
Quality of Support
8.3
65
8.9
77
Has the product been a good partner in doing business?
8.5
51
9.4
18
Product Direction (% positive)
8.4
66
8.8
68
Features by Category
Content
7.7
59
7.9
50
Platform Additional Functionality
7.2
55
8.3
47
8.4
60
8.8
59
8.8
55
8.7
50
6.9
51
8.5
53
7.3
51
7.7
38
Platform Reporting and Analytics
7.9
58
7.4
51
6.0
48
6.3
32
Customer Support
8.1
52
8.4
48
8.0
53
8.3
47
7.2
56
8.4
50
7.1
49
8.2
35
Marketing Automation
5.9
40
7.1
30
6.8
45
7.8
43
5.8
44
6.6
30
Sales Force Automation
7.6
54
7.9
50
8.7
60
9.0
52
6.1
41
6.7
23
5.5
36
6.8
21
5.9
36
7.7
25
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Practifi and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Practifi
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
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.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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