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.