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Wealthbox CRM

Score9 out of 10

9 Reviews and Ratings

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What is Wealthbox CRM?

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.

Categories & Use Cases

Reviews

What users are saying about Wealthbox CRM.
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Easy Customizable Workflows -- yes please!

Incentivized
Cortnie Pannill
New Business Team Lead in Customer Service at Brookstone Capital Management (51-200 employees employees)

Use Cases and Deployment Scope

Our organization uses Wealthbox CRM to keep a log of phone conversations, advisor setups, emails, and personalized workflows.

Pros

  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info

Cons

  • 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.

Most Important Features

  • Workflows
  • Log emails and phone calls
  • Advisor Profile

Return on Investment

  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Alternatives Considered

Salesforce Service Cloud

Other Software Used

Salesforce Commerce Cloud