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Wealthbox CRM Reviews & Insights

Score9 out of 10

9 Reviews and Ratings

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Community insights

TrustRadius Insights for Wealthbox CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Recommendations

Users have provided several recommendations based on their experiences with Wealthbox, a CRM for financial advisors. The most common recommendations are as follows:

  1. Take advantage of the trial period to ensure that Wealthbox meets all your needs.
  2. Compare Wealthbox with other CRM platforms before making a decision.
  3. Ensure that Wealthbox integrates with your operating system.

Overall, users highly recommend Wealthbox as a clean and easy-to-use CRM for financial advisors. However, some users have mentioned specific areas for improvement, such as enhancing the householding functionality. Additionally, it's worth noting that Wealthbox may not be suitable for those looking to sync with Outlook calendar unless alternative integration options are available.

Wealthbox CRM Reviews

1 Review

Easy Customizable Workflows -- yes please!

Rating: 8 out of 10
Incentivized

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.

Likelihood to Recommend

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 in Customer Service at Brookstone Capital Management (51-200 employees)
Vetted Review
Wealthbox CRM
3 years of experience