Wealthbox CRM Reviews

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 wish that when you integrate it, it wouldn’t create duplicate contacts. I also wish it included a DOB column and other simple fields by default, because right now I have to create so many of them myself.

I keep my clients’ info organized and secure there, and it’s easy for me to access.

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.

The only thing I don’t like is that each task can only be assigned to a single planner or wealth manager.

Wealthbox is helping solve our problem of simply not having enough hours in the day. It lets us complete tasks in minutes that used to take hours, which has made a real difference in our workflow. Overall, using the software has been an amazing experience.

Wealthbox is a great CRM for keeping my business running smoothly, thanks to its workflow capabilities and integrations that help keep everything moving.

Many features are inaccessible unless you upgrade your plan, and the price jump is significant. I wish they offered more flexible, lower-cost feature upgrades so smaller businesses could access what they need at more reasonable price point.

Wealthbox is our one-stop shop for tracking activities related to our clients. It makes it easy to see where things stand in the process and what’s been done so far.

What I like best about Wealthbox CRM is how intuitive and easy it is to use while still being powerful. It keeps all client notes, tasks, and follow-ups organized in one place, making it simple to stay on top of relationships and compliance without feeling overwhelmed. It helps me work efficiently and stay proactive.

What I dislike about Wealthbox CRM is that some advanced automations and reporting features are limited compared to larger enterprise CRMs. There’s also a bit of a learning curve when setting up custom workflows, and deeper integrations sometimes require workarounds. Still, those are minor trade-offs for how clean and user-friendly the platform is.

Wealthbox CRM solves the problem of disorganized client information and missed follow-ups by keeping all notes, tasks, and communication history in one place. That benefits me by improving efficiency, accountability, and compliance, while allowing me to stay proactive with clients instead of reacting to issues after the fact.

Transition to Wealthbox from Redtail was quick and mostly seamless. Interface in Wealthbox makes it easy to get up to speed. Mobile app works well. Tasks and workflows are easy to use and help track productivity. Bulk CRM updates and custom fields make it easy to reconfigure the CRM. Customer support for the most part is prompt and helpful.

Certain fields in Redtail did not export 1 to 1 to Wealthbox fields.

Ease of compliance search by client; bulk updates when we want to reconfigure fields in CRM; tasks and workflows help us track opportunities and projects across people.

Wealthbox continues to innovate its software program, adapting to the needs of the financial services industry it serves. In addition, multiple software programs integrate seamlessly with Wealthbox, making the value of this CRM exponentially greater than it would be without these partnerships.

It sometimes seems that Wealthbox tries to be all things to all people. What I mean by that is that by adding Innovations and software upgrades, sometimes the main focus of Wealthbox's value gets diluted in chasing shiny things that might not make sense for Wealthbox to have incorporated or detract from its initial direction.

Wealthbox provides an intuitive CRM software program without requiring a lot of user input. The tasks, workflows, notes, and everything that helps drive the user to input effective data, is helped along in the process by Wealthbox and the suggestions it provides in support information.

After working with clients I can jot notes and create Tasks for my admin to complete. Once she completes Task I'm sent an email which completes the circle of communication without added steps.

The email link breaks down often and must be re-linked.

Provides easy communication with all members on the team to know what our clients are doing when they call either one of us.

First, it is so user friendly. Our team picked it up and started using it from day one. They have fewer clicks to get what you need that our old CRM. And, our CRM engagement is up over 300% compared to using our old software.

I have not found anything that I dislike about Wealthbox. Great software!

Our team's engagement in Wealthbox is now amazing. We used Redtail before and we couldn't get our team to use it as much. Now, our team loves it.

Good app, can link with other vendors, functional interface

I've been disappointed that I can no longer call for tech support

Allows me to stay compliant and enables good record keeping.

Single point of truth for all data. You cannot operate successfully without good data. Wealthbox makes it effortless for advisors and team members to keep, track and report on data with minimal training or overcomplication of the platform.

I do not have anything that I dislike about Wealthbox. I am looking forward to future enhancements and customization to the main dashboard!

• Increased efficiency with workflows - one of the key benefits of us using WB hand in hand with our core value at our company — collaboration. Customized workflows create streamlined experiences with team

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