Support is Horrible
We had to fire RedTail. We hired Wealthbox because they seem to be the best option. The conversion was easy. But whenever we have a tech problem, you get caught in a tailspin of email support. There is no phone number to call where you can get a quick and easy fix. You have to spend hours going back and forth over emails in an attempt to fix the problem.
Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.
Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.
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More than a CRM
Best CRM I’ve worked with over my 30+ yr career! Keeping the team in the loop at all times!
Glorified web app
It is pretty apparent when using this app that it’s just a web app in a native wrapper.
Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines.
Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines.
PAID email integration hasn’t worked in 10 months
10 Months in with the same problem.
Title says it all. They’re either incompetent or don’t care.
This has already been brought to support’s attention with no solution offered.
Title says it all. They’re either incompetent or don’t care.
This has already been brought to support’s attention with no solution offered.
Face ID Issues
The Face ID gives the Opps Something Went Wrong constantly. Has been doing this for a while now with no fix. Uninstalled and it still does this. Was working fine and now does not. Several folks in our office are having the same issue.
Game changer
Where has this been in 12 years as an advisor? Great work Wealthbox. You have enabled us to serve our clients at a higher level.
Glorified web app
It is pretty apparent when using this app that it’s just a glorified web app.
Better integration with Phone, or Maps, etc would be nice to show it is actually native. Or better yet an interface that is clearly native.
Better integration with Phone, or Maps, etc would be nice to show it is actually native. Or better yet an interface that is clearly native.
So close..
Great interface but it constantly crashes, has problems loading, and glitches.
PAID integration hasn’t worked in 2 months
Title says it all. They’re either incompetent or don’t care.
This has already been brought to support’s attention with no solution offered.
This has already been brought to support’s attention with no solution offered.
Response from developer
Hi there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to look into this for you!
No brainer for old and new!
Unlike the alternative CRM we all know and dislike, WealthBox is easy to learn and use the breadth of features without “coaching calls” to teach you how to hack the pentagon to get a clients DOB! Simple menu system enables quick location of tools and features without mastering a myriad of complex clicks and layered hidden menus.
I loved WealthBox when I first logged in years ago and watch them continue to innovate and drive other CRM’s bonkers trying to keep up. For me, ridding myself of that old tired tech liberated note talking and saved me time everyday. If you dread entering records or notes- give this one a look.
I loved WealthBox when I first logged in years ago and watch them continue to innovate and drive other CRM’s bonkers trying to keep up. For me, ridding myself of that old tired tech liberated note talking and saved me time everyday. If you dread entering records or notes- give this one a look.
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Great app for advisors
Intuitive and easy to use!
Horrible phone app
What can I say, the phone app is horrible. I like the program on the computer, but the phone app is completely lame. You can find contacts for whom you’ve provided a tag, but you cannot exclude a tag.
Lacks much functionality
I find it much more cumbersome to use vs the browser version. For example, it does not transition smoothly from Contact to Opportunity to Worklfow of the opportunity. It is slow to load. I click to load contact and it does not load.
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.
WBX defend your brand! Several apps using versions/colors of your logo and the WealthBox name.
Love it❤️
Kicks Salesforce butt!
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.
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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.
Great CRM app!
Great app!
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!
Response from developer
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 this
Literally almost anything is better. Just a collection of napkins would work better than this
