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Fuelfinance vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fuelfinance
Score 0.0 out of 10
Small Businesses (1-50 employees)
Fuel supports finance with software in the cloud integrated across the organization. Using their practice of managing finance in more than 200 businesses, they make real-time cloud-based, Google Sheets powered solution under the supervision of trained consultants. Think of a no-code ERP system at a fraction of the cost and 1 month setup time. There are 4 key products available to Fuel’s clients:…N/A
Wealthbox CRM
Score 9.0 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
FuelfinanceWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
FuelfinanceWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
Community Pulse
FuelfinanceWealthbox CRM
User Ratings
FuelfinanceWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
FuelfinanceWealthbox CRM
Likelihood to Recommend
No answers on this topic
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Pros
No answers on this topic
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
CP
Cortnie Pannill
New Business Team Lead
Read full review
Cons
No answers on this topic
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Alternatives Considered
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Wealthbox is more user friendly and has a better view
CP
Cortnie Pannill
New Business Team Lead
Read full review
Return on Investment
No answers on this topic
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
CP
Cortnie Pannill
New Business Team Lead
Read full review
ScreenShots

Fuelfinance Screenshots

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