I love the simplicity of this software. It’s easy to operate: I can create tasks, assign tasks to employees, and get email notifications about clients’ birthdays. Overall, it’s a great piece of software.

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.

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.