Wealthbox CRM Alternatives with Better Features
Modern CRM tailored for financial advisors and wealth managers
Trusted by 2M+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Pricing
Starts from $35/user/month when Billed Monthly
Showing 1-3 out of 3
List of the Top Wealthbox CRM alternatives as of August 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
9.0
SpotScore
Bigin by Zoho CRM
RECOMMENDED
Streamline your sales and build better relationships.
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What is Bigin by Zoho CRM?
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day without extensive onboarding. Direct integrations are largely limited to ...
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
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List Management
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Customer Support
+ 6 more
Pricing
Free Trial available, Try Now
Starts from $7/User/Month when Billed Yearly, also offers free forever plan
Creatio CRM
RECOMMENDED
AI-Native No-Code CRM & Workflow Automation Platform
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What is Creatio CRM?
Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, customer service, and operational workflows with flexible process design ...
Read moreCommon Features
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Contact Management
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Document Management
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Calendar Management
+ 2 more
Unique Features
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Account Management
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Lead Management
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Opportunity Management
+ 70 more
Pricing
Starts from $40/user/month when Billed Yearly
8.8
SpotScore
Follow Up Boss
Effortlessly follow up and close more deals.
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What is Follow Up Boss?
Follow Up Boss allows you to create follow-up rules for leads, tracks multiple sales opportunities and deals simultaneously. It has a built in contact management system that helps the user maintain proper records and manage escalation notices. The program is web-based and it can be accessed ...
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
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Marketing Automation
+ 3 more
Pricing
Free Trial available, Try Now
Starts from $57/User/Month when Billed Yearly
Compare Wealthbox CRM with alternatives
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].