Leave a Review Wealthbox
Very good CRM
Excellent design. Better than Redtail and light years ahead of Salesforce. Support a bit uppity about requests of some accessibility items.
WBX defend your brand! Several apps using versions/colors of your logo and the WealthBox name.FriscoCFP
Could be better
I checked out Capsule (they are a new CRM )that’s pretty basic but they’re interface and layout is fantastic. Wealthbox is much richer and robust but the layout is not as intuitive and I can’t even find settings to increase something as basic as the font size. On the app, it is so tiny you can barely read it. With a few minor tweaks, I think it could be one of the best out there.Show lessIsthatDan
Great system
Really appreciate the flexibility and ease of use. We have a new hire joining and I know that he’ll be able to get up to speed very quickly.wants real rap
Great CRM app!
Great app!Governer
Developer Response
Hey there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to get it working for you!Latest update rendered the app useless
After most recent update the app freezes 5 seconds after login in. Good luck trying to get things done!Developer Response
Hey there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to get it working for you!Terrible
This is terrible crm
Literally almost anything is better. Just a collection of napkins would work better than thisBmeezy41
Best-In-Class Mobile CRM
Love this CRM!The Conquer Worry Show
No Face ID???
Would be great if they could get this workingjp090604
Love this software
So happy we switched from Redtail!Elephantherdco
Great CRM, intuitive, one annoying thing
My team and I love WealthBox. We are a small advisory firm (3 advisors, 3 support) and find the overall structure highly intuitive and easy to use. It is the center of our workdays now. We use workflows and tasks for nearly everything we do.
There is one piece that is annoying for us, and they have indicated they can’t easily fix this. The software is organized under individuals contacts, not households, and this produces dozens of small-medium things that don’t work how we want them to. We have little workarounds, but if I were starting from scratch with a CRM software for advisors (like they did), I would definitely make the household the core organizing foundation.Show lesstfernt
