Wealthbox

Kicks Salesforce butt!

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.

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 app!

This is terrible crm Literally almost anything is better. Just a collection of napkins would work better than this

Love this CRM!

Would be great if they could get this working

So happy we switched from Redtail!

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.

Super user friendly! Beautiful platform with all the features and functions to run a small or large firm.