Wealthbox CRM Reviews & Product Details

I like that Wealthbox CRM provides a single place to put all client and prospect communication and tracks client interactions. Much better than prior CRMs we tried on the service side of the business. Setup was pretty easy and we were able to tie it into some other systems through native connectors to easily move data between platforms. Review collected by and hosted on G2.com.

The UI doesn't feel particularly modern, and it's very click-heavy with no shortcuts for quick navigation. I'd love to have more shortcuts available so that I don't have to click around the page as much. It seem roughly fairly priced for what you get today. Review collected by and hosted on G2.com.

I love that the AI notetaker lets me stay focused on the client instead of writing notes the whole time. It’s truly a game changer, and it has been saving us hours and hours. Review collected by and hosted on G2.com.

The only thing I don’t like is that each task can only be assigned to a single planner or wealth manager. Review collected by and hosted on G2.com.

Wealthbox is a great CRM for keeping my business running smoothly, thanks to its workflow capabilities and integrations that help keep everything moving. Review collected by and hosted on G2.com.

Many features are inaccessible unless you upgrade your plan, and the price jump is significant. I wish they offered more flexible, lower-cost feature upgrades so smaller businesses could access what they need at more reasonable price point. Review collected by and hosted on G2.com.

What I like best about Wealthbox CRM is how intuitive and easy it is to use while still being powerful. It keeps all client notes, tasks, and follow-ups organized in one place, making it simple to stay on top of relationships and compliance without feeling overwhelmed. It helps me work efficiently and stay proactive. Review collected by and hosted on G2.com.

What I dislike about Wealthbox CRM is that some advanced automations and reporting features are limited compared to larger enterprise CRMs. There’s also a bit of a learning curve when setting up custom workflows, and deeper integrations sometimes require workarounds. Still, those are minor trade-offs for how clean and user-friendly the platform is. Review collected by and hosted on G2.com.

Wealthbox continues to innovate its software program, adapting to the needs of the financial services industry it serves. In addition, multiple software programs integrate seamlessly with Wealthbox, making the value of this CRM exponentially greater than it would be without these partnerships. Review collected by and hosted on G2.com.

It sometimes seems that Wealthbox tries to be all things to all people. What I mean by that is that by adding Innovations and software upgrades, sometimes the main focus of Wealthbox's value gets diluted in chasing shiny things that might not make sense for Wealthbox to have incorporated or detract from its initial direction. Review collected by and hosted on G2.com.

Transition to Wealthbox from Redtail was quick and mostly seamless. Interface in Wealthbox makes it easy to get up to speed. Mobile app works well. Tasks and workflows are easy to use and help track productivity. Bulk CRM updates and custom fields make it easy to reconfigure the CRM. Customer support for the most part is prompt and helpful. Review collected by and hosted on G2.com.

Certain fields in Redtail did not export 1 to 1 to Wealthbox fields. Review collected by and hosted on G2.com.

Coming from Redtail I see NO upsides in Wealthbox Review collected by and hosted on G2.com.

There is no phone number to contact them. You have to make an appointment on their calendar by navigating through the system, the appointment times are always the next day or later. I dislike most all of it, way to complicated. I don't have the hours to dedicate to building my system within Wealthbox. Redtail was so user friendly & provides the same data.

Coming from Redtail I see NO upsides in Wealthbox, the creators obviously haven't worked in my environment where I service clients & provide information to the reps. I could create mailing labels so easy! Now I have to build the template myself by exporting the report ( very complex to create report) then safe to a cvs & then try to populate a label template. Seriously! It was faster to hand write the envelopes. Way too many clicks to navigate from client to client.

I cringe whenever the rep asks for a specific group of clients for a report. I use different resources to create the reports due to the difficulty and inaccuracies.

The list goes on & on Review collected by and hosted on G2.com.

It's a CRM built from the ground up specifically for financial professionals, unlike other providers who sell off-the-shelf solutions that are catered to nobody in particular. It integrates with lots of other solutions that we already use on a daily basis, like Albridge & eMoney. Navigating through WB is fairly seamless and easy and the learning curve is a lot less intense than other CRMs. Lastly, they are the NEW CRM on the block, and are hyper focused on rapid innovation & growth compared to other, older CRMs who may not prioritize that anymore. Review collected by and hosted on G2.com.

Easily my biggest gripe about WB is how users send & receive notifications to communicate with others on the platform. You can't "mention" or "@" another user, and must instead go to the "Notify" button after each task/comment you make, click their name, then click save to finally ensure that user gets notified of whatever it is you're working on. And ALL notifications a user is assigned to will be sent to you via email alert... Not the best for those with already overly cluttered inboxes. Review collected by and hosted on G2.com.

The marketing was great. It made me sign up.

Pinned notes is the best feature the system has.

the will tell you about their update box that is on the home page. but the placement of this is not good. well you are working you are spending your time on task or workflows. not at the page that tells you what your time has done. Review collected by and hosted on G2.com.

The system was not user-friendly. Double the number of clicks needed for the most simple task.

The customer service is not helpful. Every time you have a question. They refer you to a different department.

The final blow was that it took three departments to tell us how they think we should share information about clients with our team—something so simple but no help.

in the end, we left Wealthbox, and my sales assistants thanked me for leaving that system.

We kept them for three months, and it was a hit to our business flow. They also sold us on paying annually and are keeping thousands of dollars, even though we are done with this system. Review collected by and hosted on G2.com.

I like WealthBox's ease of use and intuitive nature. We can efficiently manage most of our business through Wealthbox. Review collected by and hosted on G2.com.

Their email integration fails enough it is noticeable in our business.

They want to charge existing customers for new features for which they provide new customers trial periods.

They need to dramatically improve the ability to manage staff by adding follow-up features and auto-notifications. Review collected by and hosted on G2.com.