| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Wealthbox CRM | Score8.9 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 |
| Wealthbox CRM | |||||||||||
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| Editions & Modules | No answers on this topic | ||||||||||
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| Entry-level Setup Fee | No setup fee | ||||||||||
| Additional Details | — | ||||||||||
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| Wealthbox CRM | |
|---|---|
| Considered Both Products | Chose Wealthbox CRM Wealthbox is more user friendly and has a better view. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info |
| Key User Insights | |
| Would buy again | |
No answers on this topic | |
| Delivers good value for the price | |
No answers on this topic | |
| Happy with the feature set | |
No answers on this topic | |
| Lived up to sales and marketing promises | |
No answers on this topic | |
| Implementation went as expected | |
No answers on this topic | |
| Wealthbox CRM | |
|---|---|
| Likelihood to Recommend | 8.0 |
