Simple to use, yet comprehensive for tracking your activities and clients. Review collected by and hosted on G2.com.

It is a bit overwhelming with the amount of functionality. Review collected by and hosted on G2.com.

Very intuitive and easy to use. Wealthbox is always coming up with ways to improve the software, and they are quick to respond to any issues I have had. Review collected by and hosted on G2.com.

I wish I could mark emails as vital after I receive them. Review collected by and hosted on G2.com.

It does integrate with financial tools for financial advisors.

It has a pleasant user interface.

It has a lot of the features that I had listed wanting.

It is affordable. $49/ user I believe. Review collected by and hosted on G2.com.

You have to pay for phone and SMS separately.

Onboarding was challenging.

--There is no way to upload a CSV to update contact info yourself. Only the onboarding department can do that. You can only import new contacts yourself that way.

Support is fine when you have time scheduled with them, but you have to schedule it in advance. Otherwise, just Email support.

A problem I have found with many CRMs is you can't negatively filter with a tag. You can't say, Show contacts with this tag, as long as they don't have this other tag. This is more of a problem than I would have suspected if you are dealing with a large number of contacts. Review collected by and hosted on G2.com.

I love the dashboard the best. We are a small firm and it helps us see instantly without talking face to face who has added new clients or appointments to the database. Review collected by and hosted on G2.com.

Once we had an issue with appointment times moving around. After talking with tech support they recommended us deleting the cookies which solved the problem. Review collected by and hosted on G2.com.

The look and dashboard. The report menus are very usable. Review collected by and hosted on G2.com.

No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process. Review collected by and hosted on G2.com.

Easy to enter client information. Like the ability to use with Laser Apps when we used that function.

It is easy to track activity, events and emails.

Reporting feature when used with Tags are very useful in grouping clients, prospects and referral sources. Review collected by and hosted on G2.com.

When it is the contacts birthday, it only displays "Birthday Today". you then have to actually click to edit the contact to obtain the full birthdate including the year.

When a meeting has cancelled and you mark it as cancelled, it removes the entry and doesn't show the client missed a meeting unless you mark it in the activity.

Calendar does not work well with Outlook for MAC. Big downfall here as I have to manage two calendars, one on my MAC and one on Wealth Box. Not very efficient. Review collected by and hosted on G2.com.

Easy to use and navigate. Robust CRM system Review collected by and hosted on G2.com.

Adding notes can be a little clunky but otherwise nothing Review collected by and hosted on G2.com.

I love that the general layout and user interface mimics a social media feed. It's very clean and organized. It's a very intuitive system to use - proven by the fact that my college intern who had never used any CRM before picked up most of how to use it with very little training.

The biggest game-changer for me was the integrated email portal feature. Email open/reading tracking, shortcut buttons to create tasks, start workflows, create a contact, etc. straight from an email, and the email templates all make my business way more efficient and organized. Review collected by and hosted on G2.com.

It sometimes takes 1-2 too many clicks to get to where you'd like to go. Especially when navigating and/or editing workflows, it just feels a little bit like a drag if you have very detailed steps in each workflow.

With the amount of data fields available by default it seems like the Reports feature could be more intuitive to use, and have more ways to present data, especially in tracking sales funnels (leads to prospects to clients). Review collected by and hosted on G2.com.

Task management is the most helpful and handy as well as administration needs are just one click away. Overall the Wealthbox is very helpful in day to day corporate life to solve the main issues in the industry. Review collected by and hosted on G2.com.

Honestly, I haven't seen any downside of Wealtboc CRM. I found the same more effective and learning tool for the problems an employee or higher-level executives face in their day to day issues in their corporate lives. I am not a technical guy so I cannot find bugs and all but overall the tool is very very helpful for my day to day tasks. Review collected by and hosted on G2.com.

The interface is beautiful and easy to use. I love the customization that can be done for organizing info in each of or advisors. Tasks and workflows are great for managing projects as well. Review collected by and hosted on G2.com.

It would be great to be able to host email domains. I have heard this is something Redtail offers, and since we provide WB access for free to our advisors, many are forced to use your competitor because they need an archival even email host. Review collected by and hosted on G2.com.