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Compare Vendasta Yesware and Wealthbox CRM 
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At a Glance
Market Segments
Small-Business (45.3% of reviews)
Small-Business (94.3% of reviews)
Entry-Level Pricing
$15.00 1 Seat Per Month
$59.00 Per Month
Vendasta Yesware
Star Rating
(820)4.4 out of 5
Market Segments
Small-Business (45.3% of reviews)
Pros & Cons
Entry-Level Pricing
$15.00 1 Seat Per Month
Browse all 4 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 plansVendasta Yesware vs Wealthbox CRM
When assessing the two solutions, reviewers found Wealthbox CRM easier to use, administer, and do business with overall. However, reviewers preferred the ease of set up with Vendasta Yesware.
- Reviewers felt that Wealthbox CRM meets the needs of their business better than Vendasta Yesware.
- When comparing quality of ongoing product support, reviewers felt that Wealthbox CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Wealthbox CRM over Vendasta Yesware.
Pricing
Entry-Level Pricing
Vendasta Yesware
Pro
$15.00
1 Seat Per Month
For solo sales professionals & small businesses
- Unlimited email open tracking
- Unlimited email link tracking
- Unlimited attachment tracking
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Vendasta Yesware
Free Trial is available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.7
730
9.1
80
Ease of Use
8.8
736
9.3
80
Ease of Setup
8.9
165
8.8
26
Ease of Admin
8.7
160
9.5
18
Quality of Support
8.5
586
8.9
78
Has the product been a good partner in doing business?
8.7
153
9.4
18
Product Direction (% positive)
7.9
729
8.8
69
Features by Category
Integrated Workflows
7.9
113
|
Verified
Not enough data
9.1
170
|
Verified
Not enough data
6.7
58
Not enough data
7.6
80
|
Verified
Not enough data
8.3
119
|
Verified
Not enough data
7.6
33
Not enough data
7.2
24
Not enough data
Repeatability and Reportability
8.2
111
|
Verified
Not enough data
8.3
110
|
Verified
Not enough data
8.2
115
|
Verified
Not enough data
7.6
71
Not enough data
5.8
18
Not enough data
AI and Automation
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Engagement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Notifications
9.3
10
Not enough data
9.4
9
Not enough data
9.4
9
Not enough data
Settings
8.8
8
Not enough data
9.2
8
Not enough data
9.0
8
Not enough data
Personalization
4.3
5
Not enough data
8.2
11
Not enough data
Integrations
8.1
7
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Online Appointment Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Branding & Customizatio
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automatic Rules & Configurations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
8.7
373
Not enough data
8.5
348
Not enough data
8.4
325
Not enough data
Customizations
8.6
328
Not enough data
8.7
324
Not enough data
8.6
350
Not enough data
8.4
161
Not enough data
8.5
334
Not enough data
Generative AI
Feature Not Available
Not enough data
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
Vendasta Yesware and Wealthbox CRM share no categories
Unique Categories
Vendasta Yesware is categorized as Sales Engagement, Business Scheduling, Email Tracking, Salesforce AppExchange Apps, and Online Appointment Scheduling
Wealthbox CRM is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Vendasta Yesware
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
Computer Software
21.0%
Internet
14.6%
Information Technology and Services
13.6%
Marketing and Advertising
12.2%
Financial Services
3.1%
Other
35.6%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
Mac OS X + Office 365
2 Comments
NP
Yesware works with Gmail and the desktop version of Outlook.Read more
How does Yesware email tracking work?
1 Comment
CK
They put in a small, undetectable picture into the email that when the email loads, the picture is loaded from a unique website. They track when the website...Read more
Is there a plan to make a better individual package for a single person that contains more but not all the features offered through Yesware?
1 Comment
DM
Hi - I have an individual plan that works nicely for me. I pay month-to-month auto-billing. Works great! 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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